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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 %
OAM
1676
Occidental Asset Management
California
$208K +$208K +4,637 New
FTI
1677
Fiduciary Trust International
Massachusetts
$206K -$10K -224 -5%
RIG
1678
Renaissance Investment Group
Massachusetts
$205K -$13K -290 -6%
NQWM
1679
Northwest Quadrant Wealth Management
Oregon
$205K +$205K +4,493 New
HJA
1680
Hugh Johnson Advisors
New York
$205K +$205K +4,561 New
FCFC
1681
First Commonwealth Financial Corp
Pennsylvania
$204K +$204K +4,546 New
TIM
1682
Total Investment Management
Arizona
$204K +$204K +4,548 New
TAM
1683
Todd Asset Management
Kentucky
$204K +$204K +4,550 New
BWM
1684
Baystate Wealth Management
Massachusetts
$203K +$89 +2 +0%
ACA
1685
Ackerman Capital Advisors
Texas
$203K +$203K +4,516 New
1IA
1686
1834 Investment Advisors
Wisconsin
$203K +$203K +4,521 New
MWM
1687
MinichMacGregor Wealth Management
New York
$202K +$715 +16 +0.4%
CC
1688
Cornerstone Capital
California
$202K +$202K +4,500 New
HBWM
1689
Hollow Brook Wealth Management
New York
$202K +$202K +4,500 New
NA
1690
Nottingham Advisors
New York
$202K +$202K +4,512 New
PK
1691
Pflug Koory
Nebraska
$200K – – –
TFF
1692
The Family Firm
Maryland
$200K +$200K +4,466 New
CPA
1693
Clear Perspective Advisors
Illinois
$196K -$18K -400 -8%
CPIG
1694
Chicago Partners Investment Group
Illinois
$186K -$442K -10,433 -70%
WIM
1695
Westside Investment Management
California
$185K +$4.75K +107 +3%
CCM
1696
Cribstone Capital Management
Maine
$182K – – –
BWP
1697
Baldwin Wealth Partners
Massachusetts
$178K -$49.3K -1,100 -22%
ACM
1698
Americafirst Capital Management
California
$177K -$15.5K -346 -8%
ADGIPS2
1699
AmericaFirst Defensive Growth & Income Portfolio Series 2
California
$177K +$177K +3,952 New
AIM
1700
Advantage Investment Management
Iowa
$174K +$4.5K +100 +3%
66 67
68
69 70