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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 %
JAM
1576
Jolley Asset Management
North Carolina
$270K +$43.1K +960 +19%
GA
1577
Gateway Advisory
New Jersey
$269K -$31.9K -712 -11%
MKC
1578
M. Kraus & Co
Vermont
$269K – – –
GC
1579
Gruss & Co
Florida
$269K – – –
OA
1580
Oxbow Advisors
Texas
$269K +$5.47K +122 +2%
HPIA
1581
Hamilton Point Investment Advisors
North Carolina
$268K – – –
AAM
1582
American Asset Management
Florida
$267K -$6.72K -150 -2%
GWCM
1583
Godshalk Welsh Capital Management
Pennsylvania
$265K -$6.74K -150 -2%
CS
1584
Credential Securities
$265K -$9.68K -216 -4%
NCM
1585
New Capital Management
Texas
$264K – – –
FM
1586
Foster & Motley
Ohio
$263K -$26.6K -595 -9%
NCM
1587
Nelson Capital Management
California
$263K – – –
ZF
1588
Zhang Financial
Michigan
$261K +$4.58K +103 +2%
CWM
1589
Confluence Wealth Management
Oregon
$261K +$43.5K +970 +20%
PM
1590
Parametrica Management
Hong Kong
$261K +$261K +5,811 New
RP
1591
Riverbridge Partners
Minnesota
$260K – – –
DMK
1592
David M. Knott
$260K – – –
GC
1593
Gibson Capital
Pennsylvania
$260K – – –
AOWM
1594
Alpha Omega Wealth Management
Virginia
$256K -$25.2K -562 -9%
MSTVIM
1595
Messner & Smith Theme Value Investment Management
California
$256K – – –
AWM
1596
Avior Wealth Management
Nebraska
$256K – – –
BCM
1597
Becker Capital Management
Oregon
$256K – – –
TC
1598
Trust Company
Kansas
$254K -$173K -3,870 -41%
CIP
1599
Capital Insight Partners
Arizona
$251K -$17.8K -397 -7%
HCM
1600
Hutchinson Capital Management
California
$251K – – –
62 63
64
65 66