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Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
1501
Old Second National Bank of Aurora
Illinois
$304K +$11.6K +250 +4%
PP
1502
Paloma Partners
Connecticut
$303K -$295K -6,343 -49%
AW
1503
Alpha Windward
Massachusetts
$303K -$9.7K -209 -3%
BWM
1504
Biltmore Wealth Management
Arizona
$302K +$302K +6,512 New
BRWM
1505
B. Riley Wealth Management
Tennessee
$298K -$71.5K -1,545 -19%
FC
1506
FIC Capital
New York
$298K -$3.57K -77 -1%
KM
1507
Kalos Management
Georgia
$296K +$296K +6,602 New
BEC
1508
Blue Edge Capital
Virginia
$292K +$55.7K +1,200 +24%
ACH
1509
ArrowMark Colorado Holdings
Colorado
$292K – – –
DDPIC
1510
Deroy & Devereaux Private Investment Counsel
Michigan
$292K – – –
PWP
1511
Private Wealth Partners
California
$292K +$292K +6,285 New
BWM
1512
Braver Wealth Management
Massachusetts
$290K +$290K +6,260 New
BWFM
1513
Bridgewater Wealth & Financial Management
Maryland
$288K -$9.01K -194 -3%
KL
1514
Kinsight LLC
Alabama
$287K -$3.85K -83 -1%
GIM
1515
Greystone Investment Management
Ohio
$286K – – –
WOC
1516
West Oak Capital
California
$285K -$55.7K -1,200 -16%
GWCM
1517
Godshalk Welsh Capital Management
Pennsylvania
$285K -$9.27K -200 -3%
SFM
1518
Signet Financial Management
New Jersey
$283K -$1.71K -37 -0.6%
PAG
1519
Pinnacle Advisory Group
Maryland
$283K +$283K +6,118 New
NCM
1520
Neumann Capital Management
California
$281K -$130K -2,800 -32%
CYG
1521
Clean Yield Group
Vermont
$281K – – –
QAM
1522
QCI Asset Management
New York
$280K -$5.19K -112 -2%
CFS
1523
Commonwealth Financial Services
West Virginia
$279K -$111K -2,395 -28%
PWMAG
1524
Pinnacle Wealth Management Advisory Group
New Jersey
$279K +$7.23K +156 +3%
MFT
1525
Moisand Fitzgerald Tamayo
Florida
$278K -$25.5K -548 -8%
59 60
61
62 63