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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 %
HIC
1526
Holderness Investments Company
North Carolina
$276K – – –
EA
1527
Evanston Advisors
Illinois
$274K – – –
EGA
1528
E&G Advisors
Texas
$274K – – –
VFA
1529
Virtus Fund Advisers
Connecticut
$272K – – –
CA
1530
Capital Advantage
California
$271K – – –
DMK
1531
David M. Knott
$269K – – –
CGL
1532
Clarius Group LLC
Washington
$269K +$9.48K +205 +4%
JG
1533
Jefferies Group
New York
$267K -$7.08M -152,296 -96%
CCM
1534
Carlson Capital Management
Minnesota
$267K +$21.2K +457 +9%
FANJ
1535
Financial Architects (New Jersey)
New Jersey
$265K -$2.41K -52 -0.9%
KWMG
1536
King Wealth Management Group
Florida
$264K +$279 +6 +0.1%
MSTVIM
1537
Messner & Smith Theme Value Investment Management
California
$264K +$264K +5,700 New
WPP
1538
Whalerock Point Partners
Rhode Island
$262K – – –
FDS
1539
First Dallas Securities
Texas
$261K -$27.9K -600 -10%
BMM
1540
Berkshire Money Management
Massachusetts
$261K – – –
DCM
1541
Dynamic Capital Management
Jersey
$260K -$177K -3,813 -41%
SCG
1542
Sonata Capital Group
Washington
$260K +$9.29K +200 +4%
MIC
1543
MU Investments Company
Japan
$259K +$14K +300 +6%
VSWA
1544
Vontobel Swiss Wealth Advisors
Switzerland
$258K +$258K +5,571 New
AF
1545
Affiance Financial
Minnesota
$257K – – –
CSA
1546
Cottage Street Advisors
Massachusetts
$256K – – –
LC
1547
Loews Corp
New York
$254K – – –
KFA
1548
Kelleher Financial Advisors
New York
$254K +$254K +5,491 New
HPWM
1549
Highland Private Wealth Management
Washington
$253K +$253K +5,464 New
SAM
1550
Security Asset Management
New York
$250K – – –
60 61
62
63 64