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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 %
CIP
1576
Capital Insight Partners
Arizona
$255K +$8.29K +195 +3%
GC
1577
Gruss & Co
Florida
$255K +$255K +6,000 New
HPIA
1578
Hamilton Point Investment Advisors
North Carolina
$254K – – –
WIA
1579
Westbourne Investment Advisors
Maryland
$254K +$23.4K +550 +10%
RCG
1580
Ruggie Capital Group
Florida
$251K +$180K +4,242 +253%
OA
1581
Oxbow Advisors
Texas
$250K +$250K +5,883 New
NCM
1582
Nelson Capital Management
California
$249K – – –
NAM
1583
North American Management
Massachusetts
$248K -$33.2K -782 -12%
DDPIC
1584
Deroy & Devereaux Private Investment Counsel
Michigan
$247K – – –
GC
1585
Gibson Capital
Pennsylvania
$247K – – –
MCM
1586
McKinley Capital Management
Alaska
$247K +$247K +5,820 New
DMK
1587
David M. Knott
$246K – – –
RP
1588
Riverbridge Partners
Minnesota
$246K – – –
FTUS
1589
Flow Traders U.S.
New York
$246K +$246K +5,806 New
CA
1590
Capital Advantage
California
$244K -$8.48K -200 -3%
SS
1591
Sunbelt Securities
Texas
$243K – – –
BCM
1592
Becker Capital Management
Oregon
$242K – – –
MSTVIM
1593
Messner & Smith Theme Value Investment Management
California
$242K – – –
AWM
1594
Avior Wealth Management
Nebraska
$242K +$185K +4,347 +322%
MWM
1595
Meridian Wealth Management
Kentucky
$242K +$242K +5,712 New
PCM
1596
Penserra Capital Management
California
$241K +$241K +5,700 New
TSWM
1597
Triangle Securities Wealth Management
North Carolina
$240K -$21K -494 -8%
KL
1598
Kinsight LLC
Alabama
$239K -$8.68K -204 -4%
HCM
1599
Hutchinson Capital Management
California
$238K – – –
PHK
1600
Point72 Hong Kong
Hong Kong
$236K +$236K +5,567 New
62 63
64
65 66