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Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$290M
2
Morgan Stanley
Morgan Stanley
New York
+$270M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
JHIU
Janus Henderson Investors US
Colorado
+$176M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$158M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.06B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$746M
3
Renaissance Technologies
Renaissance Technologies
New York
-$226M
4
Bessemer Group
Bessemer Group
New Jersey
-$201M
5
WRF
Waddell & Reed Financial
Kansas
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1601
Stillwater Capital Advisors
Pennsylvania
$224K +$136 +3 +0.1%
OAM
1602
Occidental Asset Management
California
$223K +$25.1K +553 +13%
OA
1603
Oxbow Advisors
Texas
$222K -$1.84M -40,613 -89%
HF
1604
HRT Financial
New York
$222K +$222K +4,918 New
CPA
1605
Capital Planning Advisors
California
$221K – – –
OCM
1606
One Capital Management
California
$221K +$45 +1 +0%
BCM
1607
Becker Capital Management
Oregon
$221K +$221K +4,872 New
BWM
1608
Braver Wealth Management
Massachusetts
$220K -$63.8K -1,408 -22%
SA
1609
SRH Advisors
Kansas
$220K – – –
VCM
1610
Vigilant Capital Management
Maine
$220K – – –
WIP
1611
Wellesley Investment Partners
Massachusetts
$220K +$18.1K +400 +9%
RCM
1612
Rotella Capital Management
Washington
$220K +$220K +4,846 New
WCF
1613
West Coast Financial
California
$220K +$220K +4,861 New
FTI
1614
Fiduciary Trust International
Massachusetts
$219K -$18.2K -400 -8%
DW
1615
Domani Wealth
Pennsylvania
$218K -$10.1K -224 -4%
EI
1616
EDMP Inc
Florida
$218K – – –
CWP
1617
Capital Wealth Planning
Florida
$217K – – –
WA
1618
WESPAC Advisors
California
$217K +$217K +4,795 New
AHB
1619
Abner Herrman & Brock
New Jersey
$216K +$3.19K +70 +1%
EA
1620
Emerald Advisers
Pennsylvania
$215K – – –
HI
1621
Hendershot Investments
Virginia
$214K – – –
RA
1622
RFG Advisory
Alabama
$213K +$1.45K +32 +0.7%
CCM
1623
Canal Capital Management
Virginia
$213K +$213K +4,702 New
AWM
1624
Affinity Wealth Management
Delaware
$212K – – –
BB
1625
Bell Bank
North Dakota
$212K +$2.36K +52 +1%
63 64
65
66 67