KO icon

Coca-Cola
KO

Overview Fund Activity

1,712 hedge funds and large institutions have $130B invested in Coca-Cola in 2016 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 603 increasing their positions, 744 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,712
Holders Change
+25
Holders Change %
+1.48%
% of All Funds
45.69%
Holding in Top 10
126
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.44%
% of All Funds
3.36%
New
105
Increased
603
Reduced
744
Closed
62
Calls
$1.9B
Puts
$1.02B
Net Calls
+$884M
Net Calls Change
+$524M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$386M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$313M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$296M
5
Capital International Investors
Capital International Investors
California
+$201M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$486M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$373M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$287M
4
Franklin Resources
Franklin Resources
California
-$248M
5
Deutsche Bank
Deutsche Bank
Germany
-$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1576
Stillwater Capital Advisors
Pennsylvania
$229K – – –
RAM
1577
Redmond Asset Management
Virginia
$228K +$6.31K +136 +3%
SA
1578
SRH Advisors
Kansas
$226K – – –
CPA
1579
Capital Planning Advisors
California
$226K +$226K +4,879 New
VCM
1580
Vigilant Capital Management
Maine
$225K -$55.7K -1,200 -20%
BKA
1581
Brick & Kyle Associates
Pennsylvania
$225K – – –
BWP
1582
Baldwin Wealth Partners
Massachusetts
$224K -$1.21K -26 -0.5%
CWP
1583
Capital Wealth Planning
Florida
$223K -$520K -11,200 -70%
EI
1584
EDMP Inc
Florida
$223K – – –
CAM
1585
Concorde Asset Management
Michigan
$223K +$223K +4,832 New
HPIA
1586
Hamilton Point Investment Advisors
North Carolina
$222K – – –
EA
1587
Emerald Advisers
Pennsylvania
$220K – – –
SCA
1588
Stuart Chaussee & Associates
California
$219K -$10.5M -226,758 -98%
HI
1589
Hendershot Investments
Virginia
$219K – – –
JFA
1590
Johanson Financial Advisors
California
$219K – – –
NL
1591
NWAM LLC
Washington
$218K -$4.08K -88 -2%
AWM
1592
Affinity Wealth Management
Delaware
$217K -$12.6K -272 -5%
AHB
1593
Abner Herrman & Brock
New Jersey
$217K +$217K +4,670 New
RA
1594
RFG Advisory
Alabama
$217K +$217K +4,677 New
MF
1595
Magnetar Financial
Illinois
$217K +$217K +4,679 New
ZAM
1596
Zevin Asset Management
Massachusetts
$215K +$215K +4,644 New
BB
1597
Bell Bank
North Dakota
$214K -$217K -4,677 -50%
JAFL
1598
Jay A. Fishman Ltd
Michigan
$213K -$46.4K -1,000 -18%
MI
1599
Montage Investments
Kansas
$212K +$212K +4,570 New
GC
1600
Gibson Capital
Pennsylvania
$211K +$211K +4,560 New
62 63
64
65 66