KO icon

Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
1501
Clark Capital Management Group
Pennsylvania
$341K – – –
PWW
1502
Pettyjohn Wood & White
Virginia
$340K -$80.8K -1,802 -19%
AEPG
1503
American Economic Planning Group
New Jersey
$340K +$359 +8 +0.1%
EWA
1504
Exencial Wealth Advisors
Oklahoma
$339K -$66.4K -1,483 -16%
EVM
1505
Evelyn V. Moreno
$339K -$3.37K -75 -1%
WPC
1506
White Pine Capital
Minnesota
$337K -$13.5K -300 -4%
BEC
1507
Blue Edge Capital
Virginia
$336K +$53.8K +1,200 +19%
KB
1508
Kimelman & Baird
New York
$336K – – –
TF
1509
Tompkins Financial
New York
$336K – – –
CPA
1510
Cowen Prime Advisors
New York
$336K – – –
GI
1511
Glovista Investments
New Jersey
$335K – – –
RWP
1512
RWA Wealth Partners
Massachusetts
$334K -$7.59K -169 -2%
PCFFS
1513
Pacific Center for Financial Services
California
$333K +$4.49K +100 +1%
PCM
1514
Prelude Capital Management
New York
$332K +$200K +4,471 +152%
CCP
1515
Clarkston Capital Partners
Michigan
$330K -$40.4K -900 -11%
GCMG
1516
Gyroscope Capital Management Group
Florida
$330K +$44.5K +992 +16%
11A
1517
10-15 Associates
New York
$330K +$57.6K +1,286 +21%
VCAM
1518
Van Cleef Asset Management
Ohio
$329K – – –
SFS
1519
Strategic Financial Services
New York
$329K +$329K +7,327 New
VFP
1520
Verus Financial Partners
Virginia
$328K -$14.8K -329 -4%
PVWM
1521
Point View Wealth Management
New Jersey
$323K -$4.31K -96 -1%
RPA
1522
Rock Point Advisors
Vermont
$323K – – –
SFG
1523
Sather Financial Group
Texas
$323K +$323K +7,205 New
GIM
1524
Goelzer Investment Management
Indiana
$320K -$22K -490 -6%
NFG
1525
Nadler Financial Group
Illinois
$319K -$8.43K -188 -3%
59 60
61
62 63