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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIP
1526
Marietta Investment Partners
Wisconsin
$298K – – –
GEA
1527
Glen Eagle Advisors
New Jersey
$298K +$298K +7,178 New
PP
1528
PagnatoKarp Partners
Virginia
$296K +$296K +7,138 New
GWI
1529
Grace & White Inc
New York
$293K – – –
MFT
1530
Moisand Fitzgerald Tamayo
Florida
$293K +$1.04K +25 +0.4%
BWA
1531
Burt Wealth Advisors
Maryland
$292K -$3.11K -75 -1%
REMPR
1532
Roof Eidam Maycock Peralta (REMP)
California
$290K -$8.29K -200 -3%
GIP
1533
Granite Investment Partners
California
$290K – – –
RTS
1534
Round Table Services
New Jersey
$289K +$289K +6,978 New
TCMG
1535
TSP Capital Management Group
New Jersey
$287K -$293K – –
MIC
1536
Meridian Investment Counsel
California
$285K – – –
SIA
1537
Starfire Investment Advisers
Michigan
$283K – – –
PCM
1538
Pointe Capital Management
Michigan
$283K +$283K +6,827 New
EWM
1539
Empirical Wealth Management
Washington
$283K -$10.4K -250 -4%
IC
1540
Intersect Capital
California
$279K +$20.7K +501 +8%
FAG
1541
Financial Advisory Group
Texas
$278K -$248K -5,985 -47%
BWP
1542
Baldwin Wealth Partners
Massachusetts
$278K +$18.2K +440 +7%
MCMT
1543
Moon Capital Management (Tennessee)
Tennessee
$275K – – –
SCI
1544
S&CO Inc
Massachusetts
$275K – – –
NL
1545
NWAM LLC
Washington
$275K +$21.8K +525 +9%
NAM
1546
North American Management
Massachusetts
$274K +$38.4K +927 +16%
AWM
1547
Altavista Wealth Management
North Carolina
$273K +$83 +2 +0%
GAM
1548
Garrison Asset Management
Arkansas
$273K +$207 +5 +0.1%
CCM
1549
Colorado Capital Management
Colorado
$270K +$58.6K +1,416 +28%
SAM
1550
Strategy Asset Managers
California
$267K -$33K -799 -11%
60 61
62
63 64