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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 %
HSA
1676
Hussman Strategic Advisors
Maryland
$116K – – –
CCM
1677
Cribstone Capital Management
Maine
$115K -$27.6K -667 -19%
WI
1678
Welch Investments
Alabama
$115K +$115K +2,764 New
AWM
1679
AllSquare Wealth Management
New York
$112K -$6.04K -145 -5%
BMM
1680
Buffington Mohr McNeal
Idaho
$111K +$111K +2,670 New
WIM
1681
Westside Investment Management
California
$111K +$111K +2,696 New
SIG
1682
Stanford Investment Group
California
$110K -$7.98K -193 -7%
TWMP
1683
Taylor Wealth Management Partners
Massachusetts
$109K -$11.4K -275 -9%
PCTC
1684
Perkins Coie Trust Company
Washington
$108K – – –
SEIA
1685
Signature Estate & Investment Advisors
California
$108K +$749 +18 +0.7%
OFS
1686
Orrstown Financial Services
Pennsylvania
$107K – – –
HR
1687
Howe & Rusling
New York
$103K – – –
NYLT
1688
New York Life Trust
New York
$101K +$14.4K +347 +17%
IPC
1689
Independent Portfolio Consultants
Florida
$95K +$50.4K +1,220 +113%
JWM
1690
Janiczek Wealth Management
Colorado
$88K +$88K +2,124 New
MIC
1691
MU Investments Company
Japan
$87K -$48.9K -1,170 -36%
SQA
1692
Simon Quick Advisors
New Jersey
$87K +$87K +2,100 New
CHP
1693
Cable Hill Partners
Oregon
$86K -$781 -19 -0.9%
GWS
1694
Glassman Wealth Services
Virginia
$86K +$4.84K +116 +6%
TCM
1695
Tradewinds Capital Management
Washington
$84K -$21.6K -518 -20%
EARNEST Partners
1696
EARNEST Partners
Georgia
$84K +$84K +2,029 New
MA
1697
MCF Advisors
Kentucky
$83K – – –
WCMN
1698
Westchester Capital Management (Nebraska)
Nebraska
$83K – – –
PCP
1699
Proficio Capital Partners
Massachusetts
$82K -$1.78K -43 -2%
EF
1700
Empirical Finance
Pennsylvania
$81K +$81K +1,940 New
66 67
68
69 70