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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
1526
Moisand Fitzgerald Tamayo
Florida
$293K -$6.93K -163 -2%
NFG
1527
Nations Financial Group
Iowa
$292K -$87.1K -2,050 -23%
MIC
1528
Meridian Investment Counsel
California
$292K – – –
GA
1529
Gateway Advisory
New Jersey
$290K +$290K +6,717 New
CM
1530
Castleark Management
Illinois
$289K -$136K -3,200 -32%
CCM
1531
Colorado Capital Management
Colorado
$289K +$12.2K +288 +4%
CS
1532
Cannell & Spears
New York
$288K -$25.5K -600 -8%
EWM
1533
Empirical Wealth Management
Washington
$288K -$1.7K -40 -0.6%
GEA
1534
Glen Eagle Advisors
New Jersey
$288K -$17K -400 -6%
CCM
1535
Crossvault Capital Management
Texas
$286K -$55.2K -1,300 -16%
BWA
1536
Burt Wealth Advisors
Maryland
$286K -$13.1K -309 -4%
HL
1537
HeadInvest LLC
Maine
$284K -$31.8K -750 -10%
SCI
1538
S&CO Inc
Massachusetts
$282K – – –
MCMT
1539
Moon Capital Management (Tennessee)
Tennessee
$282K – – –
LJHT
1540
Laurie J. Hall Trustee
$280K -$98.8K -2,320 -26%
REMPR
1541
Roof Eidam Maycock Peralta (REMP)
California
$280K -$17K -400 -6%
PAG
1542
Pinnacle Advisory Group
Maryland
$279K +$57.4K +1,355 +26%
CCA
1543
Conservest Capital Advisors
Pennsylvania
$278K +$278K +6,556 New
MIP
1544
Marietta Investment Partners
Wisconsin
$277K -$27.6K -650 -9%
HWA
1545
HCR Wealth Advisors
California
$276K -$63.3K -1,493 -19%
GAM
1546
Garrison Asset Management
Arkansas
$276K -$3.31K -78 -1%
FM
1547
Foster & Motley
Ohio
$274K -$60.5K -1,427 -18%
VFA
1548
Virtus Fund Advisers
Connecticut
$272K – – –
EP
1549
Edgestream Partners
New Jersey
$272K +$272K +6,414 New
VFPI
1550
Vantage Financial Partners (Illinois)
Illinois
$272K +$272K +8,661 New
60 61
62
63 64