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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 %
BWFM
1551
Bridgewater Wealth & Financial Management
Maryland
$267K +$20.7K +499 +8%
Parallax Volatility Advisers
1552
Parallax Volatility Advisers
California
$265K -$11.9M -286,398 -98%
MKC
1553
M. Kraus & Co
Vermont
$264K -$84.2K -2,029 -24%
VFA
1554
Virtus Fund Advisers
Connecticut
$264K – – –
CYG
1555
Clean Yield Group
Vermont
$264K +$9.05K +218 +4%
WG
1556
Winton Group
United Kingdom
$263K -$42.9M -1,037,487 -99%
GCMG
1557
Gyroscope Capital Management Group
Florida
$262K +$58.4K +1,406 +29%
BEC
1558
Blue Edge Capital
Virginia
$261K – – –
HI
1559
Hudock Inc
Pennsylvania
$261K -$98.1K -2,371 -27%
ACH
1560
ArrowMark Colorado Holdings
Colorado
$261K – – –
AOWM
1561
Alpha Omega Wealth Management
Virginia
$260K +$218K +5,250 +518%
OWP
1562
Obermeyer Wealth Partners
Colorado
$259K +$33.1K +800 +15%
SFM
1563
Signet Financial Management
New Jersey
$257K +$11.3K +273 +5%
NCM
1564
New Capital Management
Texas
$257K +$257K +6,211 New
TSWM
1565
Triangle Securities Wealth Management
North Carolina
$255K -$23.2K -559 -8%
GWCM
1566
Godshalk Welsh Capital Management
Pennsylvania
$255K – – –
WOC
1567
West Oak Capital
California
$255K – – –
BKA
1568
Brick & Kyle Associates
Pennsylvania
$254K +$5.52K +133 +2%
AIM
1569
Advantage Investment Management
Iowa
$253K +$62.8K +1,511 +33%
FHC
1570
First Houston Capital
Texas
$253K +$253K +6,100 New
WPP
1571
Whalerock Point Partners
Rhode Island
$252K +$4.16K +100 +2%
PWMAG
1572
Pinnacle Wealth Management Advisory Group
New Jersey
$250K – – –
HIC
1573
Holderness Investments Company
North Carolina
$249K +$1.7K +41 +0.7%
HPIA
1574
Hamilton Point Investment Advisors
North Carolina
$248K – – –
RSA
1575
Robertson Stephens Advisors
California
$248K +$248K +5,985 New
61 62
63
64 65