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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 %
HPIA
1526
Hamilton Point Investment Advisors
North Carolina
$302K +$85.2K +1,880 +39%
SCI
1527
S&CO Inc
Massachusetts
$301K +$301K +6,635 New
MCMT
1528
Moon Capital Management (Tennessee)
Tennessee
$301K – – –
CGL
1529
Clarius Group LLC
Washington
$300K +$36.3K +800 +14%
FI
1530
FormulaFolio Investments
Michigan
$299K -$13.4K -295 -4%
SIA
1531
Starfire Investment Advisers
Michigan
$299K +$589 +13 +0.2%
GAM
1532
Garrison Asset Management
Arkansas
$298K -$59.7K -1,320 -17%
AWM
1533
Altavista Wealth Management
North Carolina
$298K -$28.1K -620 -9%
GWCM
1534
Godshalk Welsh Capital Management
Pennsylvania
$297K – – –
IIC
1535
Integrated Investment Consultants
Michigan
$292K +$58.2K +1,284 +25%
BEC
1536
Blue Edge Capital
Virginia
$286K – – –
DDPIC
1537
Deroy & Devereaux Private Investment Counsel
Michigan
$285K – – –
PWP
1538
Private Wealth Partners
California
$285K – – –
ACH
1539
ArrowMark Colorado Holdings
Colorado
$285K – – –
KL
1540
Kinsight LLC
Alabama
$280K – – –
HIC
1541
Holderness Investments Company
North Carolina
$280K +$10.1K +223 +4%
WOC
1542
West Oak Capital
California
$279K – – –
CYG
1543
Clean Yield Group
Vermont
$278K – – –
Lido Advisors
1544
Lido Advisors
California
$277K +$277K +6,106 New
11A
1545
10-15 Associates
New York
$276K -$7.97M -175,808 -97%
PWMAG
1546
Pinnacle Wealth Management Advisory Group
New Jersey
$273K – – –
BKA
1547
Brick & Kyle Associates
Pennsylvania
$272K +$51.4K +1,133 +23%
HCMT
1548
Highland Capital Management (Texas)
Texas
$272K +$272K +6,000 New
TW
1549
Transform Wealth
Colorado
$271K +$271K +5,968 New
MSU
1550
Mizuho Securities USA
New York
$271K +$271K +5,985 New
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