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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
1626
Capital Insight Partners
Arizona
$231K -$21.1K -468 -8%
FLPIM
1627
F.L. Putnam Investment Management
Massachusetts
$231K +$231K +5,131 New
SCM
1628
SOL Capital Management
Maryland
$230K – – –
CWM
1629
Concentric Wealth Management
California
$230K – – –
UWPG
1630
Ullmann Wealth Partners Group
Florida
$229K -$558K -13,208 -71%
MCM
1631
McRae Capital Management
New Jersey
$229K -$117K -2,600 -34%
SEIA
1632
Signature Estate & Investment Advisors
California
$228K +$405 +9 +0.2%
WDL
1633
Well Done LLC
Michigan
$228K +$9.01K +200 +4%
IWA
1634
Intercontinental Wealth Advisors
Texas
$227K – – –
BOS
1635
Bingham Osborn & Scarborough
California
$227K +$10.6K +235 +5%
CA
1636
Capital Advantage
California
$226K -$23.4K -520 -9%
DLHL
1637
Donald L. Hagan LLC
Florida
$224K -$17K -376 -7%
CCA
1638
Conservest Capital Advisors
Pennsylvania
$224K +$1.67K +37 +0.8%
BWM
1639
Baystate Wealth Management
Massachusetts
$224K +$17.3K +381 +8%
JWM
1640
Jacobus Wealth Management
Wisconsin
$223K -$2.93K -65 -1%
WIP
1641
Wellesley Investment Partners
Massachusetts
$223K +$5.85K +130 +3%
MAS
1642
Managed Account Services
Florida
$222K +$135 +3 +0.1%
SICM
1643
Sustainable Insight Capital Management
New York
$221K – – –
SCG
1644
Sonata Capital Group
Washington
$221K – – –
FTI
1645
Fiduciary Trust International
Massachusetts
$221K +$14.3K +319 +7%
IWA
1646
IBEX Wealth Advisors
New Jersey
$219K -$161K -3,549 -42%
WPP
1647
Whalerock Point Partners
Rhode Island
$219K -$4.5K -100 -2%
ANB
1648
Amarillo National Bank
Texas
$219K -$1.67K -37 -0.8%
WPA
1649
Winning Points Advisors
Florida
$219K – – –
LJHT
1650
Laurie J. Hall Trustee
$218K – – –
64 65
66
67 68