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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VST
1626
Van Strum & Towne
California
$233K – – –
MCMT
1627
Moon Capital Management (Tennessee)
Tennessee
$233K -$65.1K -1,451 -22%
MCA
1628
Morris Capital Advisors
Pennsylvania
$232K – – –
CSA
1629
Cottage Street Advisors
Massachusetts
$231K -$13.4K -300 -5%
Verition Fund Management
1630
Verition Fund Management
Connecticut
$230K +$230K +5,139 New
SCM
1631
SOL Capital Management
Maryland
$229K – – –
CWM
1632
Concentric Wealth Management
California
$229K – – –
WA
1633
WESPAC Advisors
California
$229K +$229K +5,102 New
GRP
1634
Global Retirement Partners
California
$228K +$38.9K +866 +21%
ECM
1635
Evergreen Capital Management
Washington
$228K +$228K +5,094 New
AIP
1636
Ahrens Investment Partners
Louisiana
$227K -$9.07K -202 -4%
SEIA
1637
Signature Estate & Investment Advisors
California
$227K +$105K +2,327 +85%
QAM
1638
QCI Asset Management
New York
$226K -$4.12K -92 -2%
IWA
1639
Intercontinental Wealth Advisors
Texas
$226K – – –
BCM
1640
BTC Capital Management
Iowa
$225K -$90K -2,000 -29%
JWM
1641
Jacobus Wealth Management
Wisconsin
$225K +$225K +5,020 New
CHA
1642
Cedar Hill Associates
Illinois
$224K – – –
EWM
1643
Evermay Wealth Management
Virginia
$224K – – –
CWM
1644
Cabot Wealth Management
Massachusetts
$224K – – –
WPP
1645
Whalerock Point Partners
Rhode Island
$222K – – –
SCA
1646
Stillwater Capital Advisors
Pennsylvania
$222K +$134 +3 +0.1%
MAS
1647
Managed Account Services
Florida
$222K +$8.9K +198 +4%
CCA
1648
Conservest Capital Advisors
Pennsylvania
$221K -$72.9K -1,626 -25%
SICM
1649
Sustainable Insight Capital Management
New York
$220K -$575K -12,800 -72%
ANB
1650
Amarillo National Bank
Texas
$220K -$15.7K -350 -7%
64 65
66
67 68