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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 %
Carson Wealth (CWM LLC)
1551
Carson Wealth (CWM LLC)
Nebraska
$270K -$61.4K -1,446 -19%
GCMG
1552
Gyroscope Capital Management Group
Florida
$270K +$2.21K +52 +0.8%
FAG
1553
Financial Advisory Group
Texas
$268K -$17K -401 -6%
BEC
1554
Blue Edge Capital
Virginia
$267K – – –
ACH
1555
ArrowMark Colorado Holdings
Colorado
$267K – – –
ECAM
1556
East Coast Asset Management
Massachusetts
$266K -$87.5K -2,066 -25%
AOWM
1557
Alpha Omega Wealth Management
Virginia
$266K – – –
OWP
1558
Obermeyer Wealth Partners
Colorado
$266K – – –
CAM
1559
Concorde Asset Management
Michigan
$265K -$95K -2,242 -26%
ZF
1560
Zhang Financial
Michigan
$265K +$265K +5,770 New
CT
1561
Clearstead Trust
Maine
$264K -$157K -3,700 -37%
NCM
1562
New Capital Management
Texas
$264K – – –
GS
1563
Girard Securities
California
$264K +$33.6K +793 +15%
CC
1564
Cedar Capital
Illinois
$264K +$264K +6,209 New
BHB
1565
Bank Hapoalim BM
Israel
$263K +$263K +6,200 New
WOC
1566
West Oak Capital
California
$261K – – –
BCM
1567
Bluefin Capital Management
New York
$261K -$1.16M -27,426 -82%
BKA
1568
Brick & Kyle Associates
Pennsylvania
$260K – – –
CS
1569
Credential Securities
$260K +$44.3K +1,044 +21%
MC
1570
Mathes Company
New York
$259K -$55.2K -1,300 -18%
AAM
1571
American Asset Management
Florida
$259K +$13.9K +328 +6%
GWCM
1572
Godshalk Welsh Capital Management
Pennsylvania
$257K -$4.25K -100 -2%
11A
1573
10-15 Associates
New York
$257K +$257K +6,077 New
PWMAG
1574
Pinnacle Wealth Management Advisory Group
New Jersey
$256K – – –
MKC
1575
M. Kraus & Co
Vermont
$255K -$15.2K -357 -6%
61 62
63
64 65