KO icon

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 %
SCG
1651
Sonata Capital Group
Washington
$220K -$15.6K -347 -7%
PCP
1652
Proficio Capital Partners
Massachusetts
$220K +$20.6K +452 +10%
HCM
1653
Highbridge Capital Management
New York
$220K +$220K +4,895 New
WDL
1654
Well Done LLC
Michigan
$218K – – –
MCWS
1655
McKinley Carter Wealth Services
West Virginia
$218K +$218K +4,864 New
WPA
1656
Winning Points Advisors
Florida
$218K +$218K +4,872 New
VWM
1657
Venturi Wealth Management
Texas
$217K -$11.4K -253 -5%
LJHT
1658
Laurie J. Hall Trustee
$217K -$78.5K -1,750 -27%
MC
1659
Mathes Company
New York
$216K -$57.1K -1,275 -21%
KL
1660
Kinsight LLC
Alabama
$216K -$35.5K -793 -14%
SAM
1661
Security Asset Management
New York
$216K -$25.7K -573 -11%
WIP
1662
Wellesley Investment Partners
Massachusetts
$216K +$216K +4,827 New
SA
1663
SRH Advisors
Kansas
$215K – – –
BOS
1664
Bingham Osborn & Scarborough
California
$215K +$215K +4,798 New
AAS
1665
Annex Advisory Services
Wisconsin
$214K -$493 -11 -0.2%
TDC
1666
Thompson Davis & Co
Virginia
$213K -$12.2K -271 -5%
EI
1667
EDMP Inc
Florida
$213K – – –
BMM
1668
Buffington Mohr McNeal
Idaho
$213K +$213K +4,749 New
IP
1669
Intellectus Partners
California
$211K -$274K -6,060 -56%
HI
1670
Hendershot Investments
Virginia
$211K – – –
KFS
1671
Kissinger Financial Services
Maryland
$211K +$211K +4,705 New
CCM
1672
Canal Capital Management
Virginia
$209K +$209K +4,649 New
BBNB
1673
Baker Boyer National Bank
Washington
$209K +$209K +4,660 New
ZAM
1674
Zevin Asset Management
Massachusetts
$208K -$16.6K -370 -7%
CG
1675
CFO4Life Group
Texas
$208K -$4.71K -105 -2%
65 66
67
68 69