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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 %
GAM
1651
Gemmer Asset Management
California
$154K – – –
MCM
1652
MV Capital Management
Maryland
$148K – – –
WA
1653
Winfield Associates
Ohio
$147K +$6.7K +148 +5%
WIA
1654
Westbourne Investment Advisors
Maryland
$146K +$146K +3,229 New
GXMC
1655
Global X Management Company
New York
$145K +$110K +2,437 +318%
AWMS
1656
Advocacy Wealth Management Services
Georgia
$144K -$18.1K -400 -11%
CWM
1657
Catamount Wealth Management
Connecticut
$143K -$90.5K -2,000 -39%
RPG
1658
Risk Paradigm Group
Texas
$141K +$11.5K +254 +9%
LD
1659
Lipe & Dalton
New York
$136K – – –
AWM
1660
AllSquare Wealth Management
New York
$136K +$45 +1 +0%
DOA
1661
D'Orazio & Associates
Virginia
$135K -$3.82K -84 -3%
TWMP
1662
Taylor Wealth Management Partners
Massachusetts
$135K +$75.9K +1,670 +128%
HSA
1663
Hussman Strategic Advisors
Maryland
$127K -$45.4K -1,000 -26%
TCM
1664
Tradewinds Capital Management
Washington
$124K +$7.86K +174 +7%
OFS
1665
Orrstown Financial Services
Pennsylvania
$120K – – –
PCTC
1666
Perkins Coie Trust Company
Washington
$118K – – –
LOCC
1667
Lombard Odier & Cie (Canada)
Quebec, Canada
$118K – – –
LWM
1668
Lenox Wealth Management
Ohio
$118K +$32.5K +719 +38%
CFN
1669
Cordasco Financial Network
Florida
$115K -$27.2K -600 -19%
CTB
1670
Country Trust Bank
Illinois
$113K +$22.6K +500 +25%
HIIFS
1671
Harel Insurance Investments & Financial Services
Israel
$113K +$95.9K +2,108 +562%
WAS
1672
Winch Advisory Services
Wisconsin
$109K +$81.5K +1,797 +297%
LOT
1673
Lombard Odier Transatlantic
Quebec, Canada
$108K – – –
NYLT
1674
New York Life Trust
New York
$104K -$26.8K -593 -20%
BBPWM
1675
Blue Bell Private Wealth Management
Pennsylvania
$101K -$86.2K -1,900 -46%
65 66
67
68 69