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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
1526
Ellington Management Group
Connecticut
$318K +$318K +7,100 New
IIC
1527
Integrated Investment Consultants
Michigan
$317K -$7.99K -178 -2%
WA
1528
WealthTrust Axiom
Pennsylvania
$317K -$6.94K -155 -2%
GWI
1529
Grace & White Inc
New York
$317K – – –
BWA
1530
Burt Wealth Advisors
Maryland
$315K +$13.1K +292 +4%
GIP
1531
Granite Investment Partners
California
$313K – – –
CIP
1532
Convergence Investment Partners
Florida
$313K +$313K +6,970 New
WCF
1533
West Coast Financial
California
$312K -$23.5K -524 -7%
TCMG
1534
TSP Capital Management Group
New Jersey
$310K -$294K – –
MFT
1535
Moisand Fitzgerald Tamayo
Florida
$309K – – –
MIC
1536
Meridian Investment Counsel
California
$309K – – –
AHB
1537
Abner Herrman & Brock
New Jersey
$306K -$34.3K -764 -10%
CM
1538
Castleark Management
Illinois
$306K – – –
FC
1539
Ferris Capital
Massachusetts
$306K +$306K +6,830 New
CCM
1540
Colorado Capital Management
Colorado
$305K – – –
BKA
1541
Brick & Kyle Associates
Pennsylvania
$304K +$29.2K +650 +11%
CCM
1542
Crossvault Capital Management
Texas
$302K – – –
FAG
1543
Financial Advisory Group
Texas
$302K +$19.4K +433 +7%
CCM
1544
Carlson Capital Management
Minnesota
$301K +$53.8K +1,200 +22%
HL
1545
HeadInvest LLC
Maine
$300K – – –
SCI
1546
S&CO Inc
Massachusetts
$298K – – –
PAG
1547
Pinnacle Advisory Group
Maryland
$297K +$1.93K +43 +0.7%
REMPR
1548
Roof Eidam Maycock Peralta (REMP)
California
$296K – – –
GEA
1549
Glen Eagle Advisors
New Jersey
$294K -$9.73K -217 -3%
HCP
1550
Holt Capital Partners
Texas
$294K -$47.2K -1,050 -14%
60 61
62
63 64