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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 %
IWA
1651
IBEX Wealth Advisors
New Jersey
$188K +$188K +4,556 New
TG
1652
TLP Group
Illinois
$187K +$62.5K +1,507 +50%
BWM
1653
Baystate Wealth Management
Massachusetts
$183K +$183K +4,400 New
SFG
1654
SNS Financial Group
Minnesota
$180K -$45.7K -1,100 -20%
Lido Advisors
1655
Lido Advisors
California
$175K -$69.6K -1,678 -28%
AFIA
1656
America First Investment Advisors
Nebraska
$175K -$7.44K -179 -4%
GAM
1657
Gemmer Asset Management
California
$172K +$19K +458 +12%
WA
1658
WealthTrust-Arizona
Arizona
$157K +$207 +5 +0.1%
VCM
1659
Vigilant Capital Management
Maine
$146K -$54.9K -1,325 -27%
DSN
1660
D. Scott Neal
Kentucky
$141K – – –
RPG
1661
Risk Paradigm Group
Texas
$139K -$6.14K -148 -4%
AIM
1662
Arcadia Investment Management
Michigan
$137K +$13.7K +330 +11%
MCM
1663
MV Capital Management
Maryland
$135K – – –
WA
1664
Winfield Associates
Ohio
$135K +$747 +18 +0.6%
CIA
1665
Cascade Investment Advisors
Oregon
$128K +$128K +3,099 New
LA
1666
Legacy Advisors
Pennsylvania
$128K +$128K +3,091 New
EWM
1667
Endurance Wealth Management
Rhode Island
$127K -$340K -8,200 -73%
AAP
1668
Arax Advisory Partners
Colorado
$127K +$127K +3,062 New
CFD
1669
Creative Financial Designs
Indiana
$125K +$125K +3,005 New
GRP
1670
Global Retirement Partners
California
$125K +$125K +3,018 New
ACM
1671
AUA Capital Management
Pennsylvania
$124K +$124K +3,000 New
LD
1672
Lipe & Dalton
New York
$124K +$124K +3,001 New
DOA
1673
D'Orazio & Associates
Virginia
$123K – – –
LCM
1674
Liberty Capital Management
Michigan
$120K – – –
LWM
1675
Lenox Wealth Management
Ohio
$119K +$15.8K +380 +15%
65 66
67
68 69