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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1626
Van Strum & Towne
California
$221K – – –
VWM
1627
Venturi Wealth Management
Texas
$221K +$221K +5,086 New
MCA
1628
Morris Capital Advisors
Pennsylvania
$220K -$117K -2,750 -35%
QAM
1629
QCI Asset Management
New York
$218K – – –
CWM
1630
Concentric Wealth Management
California
$217K -$25.8K -608 -11%
SCM
1631
SOL Capital Management
Maryland
$217K – – –
BWP
1632
Baldwin Wealth Partners
Massachusetts
$215K -$69.7K -1,643 -24%
JAM
1633
Jolley Asset Management
North Carolina
$215K +$8.5K +200 +4%
IWA
1634
Intercontinental Wealth Advisors
Texas
$214K +$214K +5,035 New
CG
1635
Corundum Group
Colorado
$213K – – –
TDC
1636
Thompson Davis & Co
Virginia
$213K +$191K +4,500 +877%
ZAM
1637
Zevin Asset Management
Massachusetts
$213K +$213K +5,014 New
JG
1638
Jefferies Group
New York
$212K -$156K -3,662 -42%
CHA
1639
Cedar Hill Associates
Illinois
$212K – – –
CWM
1640
Cabot Wealth Management
Massachusetts
$212K – – –
EWM
1641
Evermay Wealth Management
Virginia
$212K – – –
KJHP
1642
K.J. Harrison & Partners
Ontario, Canada
$212K +$212K +5,000 New
WPP
1643
Whalerock Point Partners
Rhode Island
$210K -$46.5K -1,100 -18%
SCA
1644
Stillwater Capital Advisors
Pennsylvania
$210K -$21.6K -510 -9%
IC
1645
Intersect Capital
California
$207K -$78.6K -1,854 -28%
RIG
1646
Renaissance Investment Group
Massachusetts
$207K -$14.2K -334 -6%
ACP
1647
Aveo Capital Partners
Colorado
$206K -$521K -12,294 -72%
CWM
1648
Confluence Wealth Management
Oregon
$206K – – –
WDL
1649
Well Done LLC
Michigan
$206K – – –
AWA
1650
Arete Wealth Advisors
Illinois
$205K -$1.7K -40 -0.8%
64 65
66
67 68