KO icon

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 %
GS
1551
Girard Securities
California
$294K +$14.7K +327 +5%
MIP
1552
Marietta Investment Partners
Wisconsin
$293K – – –
HWA
1553
HCR Wealth Advisors
California
$292K – – –
GAM
1554
Garrison Asset Management
Arkansas
$292K +$90 +2 +0%
CC
1555
Cedar Capital
Illinois
$292K +$13.3K +297 +5%
NCCM
1556
Nine Chapters Capital Management
New Jersey
$292K +$292K +6,500 New
Carson Wealth (CWM LLC)
1557
Carson Wealth (CWM LLC)
Nebraska
$291K +$5.48K +122 +2%
NAM
1558
North American Management
Massachusetts
$289K +$26.9K +600 +10%
PWMAG
1559
Pinnacle Wealth Management Advisory Group
New Jersey
$288K +$17.9K +400 +7%
IC
1560
Intersect Capital
California
$286K +$67.2K +1,499 +31%
FLII
1561
First Long Island Investors
New York
$285K +$285K +6,360 New
CT
1562
Clearstead Trust
Maine
$283K +$4K +89 +1%
VFA
1563
Virtus Fund Advisers
Connecticut
$282K – – –
ACH
1564
ArrowMark Colorado Holdings
Colorado
$282K – – –
ECAM
1565
East Coast Asset Management
Massachusetts
$282K – – –
WIA
1566
Westbourne Investment Advisors
Maryland
$282K +$13.5K +300 +5%
DDPIC
1567
Deroy & Devereaux Private Investment Counsel
Michigan
$282K +$21.3K +475 +8%
OWP
1568
Obermeyer Wealth Partners
Colorado
$281K – – –
ECM
1569
Exchange Capital Management
Michigan
$280K -$314K -7,010 -53%
Mackenzie Financial
1570
Mackenzie Financial
Ontario, Canada
$280K +$280K +6,241 New
OC
1571
Oarsman Capital
Wisconsin
$277K -$89.8K -2,000 -24%
CANC
1572
Culbertson A N & Co
Virginia
$276K +$38.4K +855 +16%
WOC
1573
West Oak Capital
California
$276K – – –
BAAM
1574
Baker Avenue Asset Management
California
$274K +$274K +6,100 New
JA
1575
JLB & Associates
Michigan
$273K +$273K +6,100 New
61 62
63
64 65