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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 %
SCM
1626
SOL Capital Management
Maryland
$212K -$42K -1,014 -17%
HBWM
1627
Hollow Brook Wealth Management
New York
$211K -$161K -3,900 -43%
CANC
1628
Culbertson A N & Co
Virginia
$211K +$13K +314 +7%
CS
1629
Credential Securities
$211K +$36.8K +887 +21%
CG
1630
Corundum Group
Colorado
$208K +$208K +5,027 New
AF
1631
Affiance Financial
Minnesota
$207K -$27.7K -670 -12%
CHA
1632
Cedar Hill Associates
Illinois
$207K – – –
CWM
1633
Cabot Wealth Management
Massachusetts
$207K – – –
EWM
1634
Evermay Wealth Management
Virginia
$207K – – –
BBNB
1635
Baker Boyer National Bank
Washington
$207K – – –
AAS
1636
Annex Advisory Services
Wisconsin
$206K +$206K +4,961 New
AP
1637
AHL Partners
United Kingdom
$205K -$11.8K -286 -5%
LIM
1638
Lagoda Investment Management
New York
$203K +$203K +4,900 New
AWA
1639
Arete Wealth Advisors
Illinois
$202K -$608K -14,660 -75%
SA
1640
SRH Advisors
Kansas
$202K – – –
WDL
1641
Well Done LLC
Michigan
$202K +$202K +4,862 New
CCM
1642
Coldstream Capital Management
Washington
$201K -$12.5K -303 -6%
MWM
1643
MinichMacGregor Wealth Management
New York
$201K +$207 +5 +0.1%
CWM
1644
Confluence Wealth Management
Oregon
$201K +$248 +6 +0.1%
DW
1645
Domani Wealth
Pennsylvania
$201K +$871 +21 +0.4%
CIM
1646
Confluence Investment Management
Missouri
$201K +$3.69K +89 +2%
JAM
1647
Jolley Asset Management
North Carolina
$201K +$15.1K +365 +8%
FTI
1648
Fiduciary Trust International
Massachusetts
$200K +$200K +4,824 New
CPA
1649
Clear Perspective Advisors
Illinois
$198K +$198K +4,765 New
HI
1650
Hendershot Investments
Virginia
$195K – – –
64 65
66
67 68