KO icon

Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1501
Strategy Asset Managers
California
$329K – – –
MIHAS
1502
Maj Invest Holding A/S
Denmark
$328K -$30.4K -670 -8%
CLM
1503
ClearBridge LLC (Maryland)
Maryland
$327K – – –
LBC
1504
Lawrence B. Cohen
$326K -$233K -5,150 -42%
TA
1505
Tiedemann Advisors
New York
$326K -$36.2K -800 -10%
I2I
1506
Insight 2811 Inc
Illinois
$326K – – –
MIP
1507
Marietta Investment Partners
Wisconsin
$326K – – –
MFT
1508
Moisand Fitzgerald Tamayo
Florida
$324K +$52.9K +1,167 +20%
GWI
1509
Grace & White Inc
New York
$320K – – –
RDM
1510
Retirement Design & Management
Connecticut
$320K – – –
BPB
1511
Badgley, Phelps & Bell
Washington
$320K +$320K +7,069 New
MC
1512
Mathes Company
New York
$318K – – –
TSWM
1513
Triangle Securities Wealth Management
North Carolina
$318K – – –
CFS
1514
Commonwealth Financial Services
West Virginia
$318K +$45.7K +1,009 +17%
CIP
1515
Convergence Investment Partners
Florida
$317K -$941K -20,782 -75%
GIP
1516
Granite Investment Partners
California
$317K -$4.54K -100 -1%
TCMG
1517
TSP Capital Management Group
New Jersey
$314K -$22.7K -500 -7%
MIC
1518
Meridian Investment Counsel
California
$312K -$22.7K -500 -7%
EWM
1519
Empirical Wealth Management
Washington
$312K -$14.3K -316 -4%
CIP
1520
Capital Insight Partners
Arizona
$312K +$4.99K +110 +2%
DBG
1521
De Burlo Group
Massachusetts
$308K – – –
OSNBOA
1522
Old Second National Bank of Aurora
Illinois
$306K +$8.89K +196 +3%
LWA
1523
Lebenthal Wealth Advisors
New York
$306K +$306K +6,748 New
NG
1524
NatWest Group
United Kingdom
$306K +$306K +6,750 New
KFA
1525
Kays Financial Advisory
Georgia
$305K -$57.7K -1,271 -16%
59 60
61
62 63