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Coca-Cola
KO

Overview Fund Activity

1,795 hedge funds and large institutions have $127B invested in Coca-Cola in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 623 increasing their positions, 814 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,795
Holders Change
-9
Holders Change %
-0.5%
% of All Funds
44.82%
Holding in Top 10
85
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-14.14%
% of All Funds
2.12%
New
67
Increased
623
Reduced
814
Closed
59
Calls
$1.02B
Puts
$1.21B
Net Calls
-$189M
Net Calls Change
-$31.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$304M
2
TAM
Troy Asset Management
United Kingdom
+$260M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$199M
4
Bank of America
Bank of America
North Carolina
+$189M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
2
State Street
State Street
Massachusetts
-$188M
3
SAC
Smith Affiliated Capital
New York
-$136M
4
LCOV
London Company of Virginia
Virginia
-$121M
5
Flossbach Von Storch
Flossbach Von Storch
Germany
-$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1676
Bluefin Capital Management
New York
$202K +$202K +4,480 New
BHB
1677
Bank Hapoalim BM
Israel
$201K -$36.2K -806 -15%
TFF
1678
The Family Firm
Maryland
$201K +$404 +9 +0.2%
AGM
1679
Alpine Global Management
New York
$201K +$201K +4,468 New
PK
1680
Pflug Koory
Nebraska
$200K – – –
EA
1681
Evanston Advisors
Illinois
$200K +$200K +4,447 New
AIM
1682
Advantage Investment Management
Iowa
$196K +$21.5K +476 +12%
CPA
1683
Clear Perspective Advisors
Illinois
$193K -$3.33K -74 -2%
WIM
1684
Westside Investment Management
California
$190K +$1.32K +29 +0.7%
CCM
1685
Cribstone Capital Management
Maine
$182K – – –
BWP
1686
Baldwin Wealth Partners
Massachusetts
$179K – – –
CWM
1687
Catamount Wealth Management
Connecticut
$176K +$18.1K +400 +11%
WA
1688
WealthTrust-Arizona
Arizona
$171K +$135 +3 +0.1%
Simplex Trading
1689
Simplex Trading
Illinois
$169K +$169K +3,776 New
AFNAS
1690
American Financial Network Advisory Services
California
$166K +$166K +3,679 New
LIM
1691
Lagoda Investment Management
New York
$164K -$4.49K -100 -3%
CLM
1692
ClearBridge LLC (Maryland)
Maryland
$154K +$9.01K +200 +6%
DSN
1693
D. Scott Neal
Kentucky
$153K – – –
WI
1694
Welch Investments
Alabama
$151K -$6.39K -142 -4%
AAP
1695
Arax Advisory Partners
Colorado
$151K +$1.97K +44 +1%
LA
1696
Legacy Advisors
Pennsylvania
$150K +$10.3K +227 +7%
WA
1697
Winfield Associates
Ohio
$149K -$25.3K -561 -15%
GAM
1698
Gemmer Asset Management
California
$148K -$4.96K -110 -3%
VCM
1699
Vigilant Capital Management
Maine
$147K -$14.3K -318 -9%
GBBWRPM
1700
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$147K -$2.1K -47 -1%
66 67
68
69 70