KO icon

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 %
BWFM
1551
Bridgewater Wealth & Financial Management
Maryland
$269K -$12K -265 -4%
EA
1552
Evanston Advisors
Illinois
$269K +$409 +9 +0.2%
EGA
1553
E&G Advisors
Texas
$268K – – –
AF
1554
Affiance Financial
Minnesota
$266K +$14.7K +324 +6%
VFA
1555
Virtus Fund Advisers
Connecticut
$263K – – –
WP
1556
WealthSource Partners
California
$263K +$65.2K +1,440 +33%
DMK
1557
David M. Knott
$263K – – –
CA
1558
Capital Advantage
California
$262K -$2.9K -64 -1%
MSTVIM
1559
Messner & Smith Theme Value Investment Management
California
$262K +$3.18K +70 +1%
FDS
1560
First Dallas Securities
Texas
$259K +$4.53K +100 +2%
NAM
1561
North American Management
Massachusetts
$258K -$220K -4,860 -46%
KWMG
1562
King Wealth Management Group
Florida
$258K – – –
GAAM
1563
Guinness Atkinson Asset Management
California
$256K -$73.5K -1,620 -22%
CCM
1564
Carlson Capital Management
Minnesota
$256K -$5.45K -120 -2%
BMM
1565
Berkshire Money Management
Massachusetts
$255K – – –
SCG
1566
Sonata Capital Group
Washington
$254K – – –
TT
1567
Tiedemann Trust
Delaware
$253K -$151K -3,333 -37%
DLHL
1568
Donald L. Hagan LLC
Florida
$251K -$802K -17,707 -76%
QAM
1569
QCI Asset Management
New York
$251K -$22.7K -500 -8%
1IA
1570
1834 Investment Advisors
Wisconsin
$251K +$251K +5,540 New
CSA
1571
Cottage Street Advisors
Massachusetts
$250K – – –
LC
1572
Loews Corp
New York
$249K – – –
VAM
1573
Verity Asset Management
North Carolina
$249K +$249K +5,485 New
ICM
1574
Ionic Capital Management
New York
$249K +$249K +5,500 New
OWP
1575
Obermeyer Wealth Partners
Colorado
$247K +$247K +5,458 New
61 62
63
64 65