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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1501
Strategic Financial Services
New York
$343K +$13K +288 +4%
CHP
1502
Cable Hill Partners
Oregon
$341K +$247K +5,495 +263%
LC
1503
Landaas & Company
Wisconsin
$340K +$340K +7,557 New
AEPG
1504
American Economic Planning Group
New Jersey
$339K -$2.48K -55 -0.7%
VCAM
1505
Van Cleef Asset Management
Ohio
$339K +$9.01K +200 +3%
SFG
1506
SNS Financial Group
Minnesota
$338K -$19.9K -442 -6%
CPA
1507
Cowen Prime Advisors
New York
$338K – – –
KB
1508
Kimelman & Baird
New York
$338K – – –
LYV
1509
Live Your Vision
Pennsylvania
$338K – – –
Carson Wealth (CWM LLC)
1510
Carson Wealth (CWM LLC)
Nebraska
$338K +$46.2K +1,026 +16%
HCMT
1511
Highland Capital Management (Texas)
Texas
$338K +$338K +7,500 New
BEC
1512
Blue Edge Capital
Virginia
$338K – – –
OFW
1513
Omnia Family Wealth
Florida
$337K -$18.4K -405 -5%
TF
1514
Tompkins Financial
New York
$337K – – –
GI
1515
Glovista Investments
New Jersey
$336K – – –
PCFFS
1516
Pacific Center for Financial Services
California
$334K – – –
CGL
1517
Clarius Group LLC
Washington
$333K -$203K -4,502 -38%
CWM
1518
Circle Wealth Management
New Jersey
$332K -$26.7K -593 -7%
CCP
1519
Clarkston Capital Partners
Michigan
$331K – – –
EVM
1520
Evelyn V. Moreno
$329K -$11.3K -250 -3%
VFP
1521
Verus Financial Partners
Virginia
$329K +$45 +1 +0%
MCWS
1522
McKinley Carter Wealth Services
West Virginia
$329K +$110K +2,452 +50%
WAP
1523
Wealthcare Advisory Partners
Pennsylvania
$328K +$319K +7,080 +3,540%
PVWM
1524
Point View Wealth Management
New Jersey
$325K – – –
SCA
1525
Sippican Capital Advisors
Massachusetts
$324K -$24.8K -550 -7%
59 60
61
62 63