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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 %
ACM
1626
Alta Capital Management
Utah
$212K +$11.3K +250 +6%
MCM
1627
Mengis Capital Management
Oregon
$212K +$212K +4,694 New
ZAM
1628
Zevin Asset Management
Massachusetts
$211K – – –
CG
1629
Corundum Group
Colorado
$210K -$20.4K -450 -9%
LGC
1630
Laurel Grove Capital
California
$209K +$209K +4,601 New
DWM
1631
Darwin Wealth Management
Florida
$209K +$209K +4,606 New
GC
1632
Gibson Capital
Pennsylvania
$206K – – –
CC
1633
Cornerstone Capital
California
$204K – – –
JAM
1634
Jolley Asset Management
North Carolina
$204K +$35.2K +775 +21%
AIM
1635
ARGA Investment Management
Connecticut
$204K +$204K +4,500 New
MWM
1636
MinichMacGregor Wealth Management
New York
$203K -$40.5K -897 -17%
CWM
1637
Confluence Wealth Management
Oregon
$202K +$1.5K +33 +0.7%
TC
1638
TradeLink Capital
Illinois
$201K +$201K +4,434 New
AFIA
1639
America First Investment Advisors
Nebraska
$199K -$6.35K -140 -3%
AIM
1640
Advantage Investment Management
Iowa
$196K -$4.4K -97 -2%
GBBWRPM
1641
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$188K +$3.76K +83 +2%
SEIA
1642
Signature Estate & Investment Advisors
California
$187K +$33.7K +743 +22%
MIC
1643
MU Investments Company
Japan
$182K -$64.4K -1,450 -26%
NCM
1644
Nelson Capital Management
California
$181K +$2.72K +60 +2%
CS
1645
Credential Securities
$177K -$15.3K -338 -8%
WA
1646
WealthTrust-Arizona
Arizona
$171K +$91 +2 +0.1%
FNBSF
1647
First National Bank Sioux Falls
South Dakota
$162K – – –
CCM
1648
Cribstone Capital Management
Maine
$161K +$161K +3,551 New
AIM
1649
Arcadia Investment Management
Michigan
$157K +$2.35K +52 +2%
DSN
1650
D. Scott Neal
Kentucky
$155K – – –
64 65
66
67 68