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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 %
FTI
1651
Fiduciary Trust International
Massachusetts
$205K – – –
SA
1652
SRH Advisors
Kansas
$204K -$2.64K -62 -1%
CWP
1653
Capital Wealth Planning
Florida
$204K +$204K +4,800 New
AAS
1654
Annex Advisory Services
Wisconsin
$203K -$7.6K -179 -4%
CPA
1655
Clear Perspective Advisors
Illinois
$202K – – –
EI
1656
EDMP Inc
Florida
$202K +$202K +4,752 New
MAS
1657
Managed Account Services
Florida
$201K +$201K +4,742 New
CG
1658
CFO4Life Group
Texas
$201K +$201K +4,744 New
HI
1659
Hendershot Investments
Virginia
$200K – – –
PCP
1660
Proficio Capital Partners
Massachusetts
$197K +$107K +2,385 +120%
BWM
1661
Baystate Wealth Management
Massachusetts
$195K +$6.18K +144 +3%
MWM
1662
MinichMacGregor Wealth Management
New York
$191K -$14.8K -350 -7%
PK
1663
Pflug Koory
Nebraska
$189K – – –
ACM
1664
Americafirst Capital Management
California
$182K +$182K +4,298 New
ED
1665
Exane Derivatives
France
$182K -$578K -13,617 -76%
GRP
1666
Global Retirement Partners
California
$179K +$50.8K +1,195 +40%
WIM
1667
Westside Investment Management
California
$173K +$57.9K +1,360 +50%
CCM
1668
Cribstone Capital Management
Maine
$171K +$52.8K +1,241 +45%
LIM
1669
Lagoda Investment Management
New York
$168K -$40.4K -950 -19%
AFIA
1670
America First Investment Advisors
Nebraska
$168K -$10.2K -241 -6%
HCA
1671
Harbour Capital Advisors
Virginia
$167K +$167K +3,928 New
GAM
1672
Gemmer Asset Management
California
$163K -$12.8K -303 -7%
WA
1673
WealthTrust-Arizona
Arizona
$161K – – –
AIM
1674
Advantage Investment Management
Iowa
$160K -$98.4K -2,320 -38%
CWM
1675
Catamount Wealth Management
Connecticut
$153K -$84.7K -2,000 -36%
65 66
67
68 69