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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
1576
Baker Avenue Asset Management
California
$275K – – –
PWW
1577
Pettyjohn Wood & White
Virginia
$274K -$67.5K -1,500 -20%
HA
1578
Hays Advisory
Tennessee
$273K +$21.8K +485 +9%
GHAM
1579
Gilman Hill Asset Management
Connecticut
$271K -$94.9K -2,108 -26%
WIA
1580
Westbourne Investment Advisors
Maryland
$271K -$11.2K -250 -4%
HPIA
1581
Hamilton Point Investment Advisors
North Carolina
$271K – – –
SFG
1582
Sather Financial Group
Texas
$270K -$54K -1,200 -17%
DDPIC
1583
Deroy & Devereaux Private Investment Counsel
Michigan
$270K -$13.5K -300 -5%
MKC
1584
M. Kraus & Co
Vermont
$270K – – –
GC
1585
Gruss & Co
Florida
$270K – – –
AAM
1586
American Asset Management
Florida
$268K – – –
AWM
1587
Avior Wealth Management
Nebraska
$268K +$12K +267 +5%
ZF
1588
Zhang Financial
Michigan
$267K – – –
NCM
1589
Nelson Capital Management
California
$264K – – –
CCB
1590
Cutter & Co Brokerage
Missouri
$264K +$27.9K +620 +12%
GC
1591
Gibson Capital
Pennsylvania
$262K – – –
GWCM
1592
Godshalk Welsh Capital Management
Pennsylvania
$261K -$4.5K -100 -2%
RP
1593
Riverbridge Partners
Minnesota
$260K +$45 +1 +0%
QC
1594
QCM Cayman
Texas
$260K +$260K +5,787 New
CCM
1595
Carlson Capital Management
Minnesota
$259K -$43.2K -960 -14%
TSWM
1596
Triangle Securities Wealth Management
North Carolina
$258K +$15K +334 +6%
EWM
1597
Empirical Wealth Management
Washington
$257K -$88.8K -1,975 -26%
MSTVIM
1598
Messner & Smith Theme Value Investment Management
California
$257K – – –
EWM
1599
Evermay Wealth Management
Virginia
$256K +$31.5K +700 +14%
AOWM
1600
Alpha Omega Wealth Management
Virginia
$255K -$1.26K -28 -0.5%
62 63
64
65 66