KO icon

Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSA
1601
Cottage Street Advisors
Massachusetts
$226K – – –
IP
1602
Intellectus Partners
California
$226K +$226K +5,456 New
RHBC
1603
R.H. Bluestein & Co
Michigan
$225K -$158K -3,800 -41%
GS
1604
Girard Securities
California
$225K -$53.7K -1,295 -19%
ISB
1605
Iowa State Bank
Iowa
$225K +$5.8K +140 +3%
WIA
1606
Westbourne Investment Advisors
Maryland
$225K +$225K +5,429 New
NSB
1607
Norway Savings Bank
Maine
$224K +$224K +5,412 New
FLPIM
1608
F.L. Putnam Investment Management
Massachusetts
$223K -$39.9K -964 -15%
CIP
1609
Convergence Investment Partners
Florida
$223K -$29.9K -720 -12%
SAM
1610
Security Asset Management
New York
$223K – – –
TIM
1611
Tortoise Investment Management
New York
$221K -$64.2K -1,551 -23%
CCB
1612
Cutter & Co Brokerage
Missouri
$219K – – –
OSNBOA
1613
Old Second National Bank of Aurora
Illinois
$219K – – –
AFP
1614
Ausdal Financial Partners
Iowa
$219K +$18.9K +455 +9%
ANB
1615
Amarillo National Bank
Texas
$218K -$41.5K -1,000 -16%
CCM
1616
Carlson Capital Management
Minnesota
$218K -$15.7K -380 -7%
SCG
1617
Sonata Capital Group
Washington
$218K – – –
AIP
1618
Ahrens Investment Partners
Louisiana
$218K +$218K +5,260 New
GAAM
1619
Guinness Atkinson Asset Management
California
$217K -$16.6K -400 -7%
PAG
1620
Pinnacle Advisory Group
Maryland
$217K +$41 +1 +0%
LBC
1621
Lawrence B. Cohen
$216K -$83.1K -2,000 -28%
VST
1622
Van Strum & Towne
California
$216K – – –
RIG
1623
Renaissance Investment Group
Massachusetts
$216K – – –
FIM
1624
Frontier Investment Management
Texas
$213K -$100K -2,545 -32%
QAM
1625
QCI Asset Management
New York
$213K +$2.07K +50 +1%
63 64
65
66 67