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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 %
WA
1701
Winfield Associates
Ohio
$173K +$28K +626 +19%
AFIA
1702
America First Investment Advisors
Nebraska
$172K -$6.24K -139 -4%
WA
1703
WealthTrust-Arizona
Arizona
$170K +$90 +2 +0.1%
LIM
1704
Lagoda Investment Management
New York
$168K -$8.96K -200 -5%
VCM
1705
Vigilant Capital Management
Maine
$161K +$3.05K +68 +2%
CWM
1706
Catamount Wealth Management
Connecticut
$157K -$5.11K -114 -3%
WI
1707
Welch Investments
Alabama
$157K – – –
MCIA
1708
Mountain Capital Investment Advisors
Colorado
$156K +$156K +3,469 New
DSN
1709
D. Scott Neal
Kentucky
$153K – – –
GAM
1710
Gemmer Asset Management
California
$152K -$20.4K -455 -12%
GBBWRPM
1711
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$149K – – –
AAP
1712
Arax Advisory Partners
Colorado
$148K +$133 +3 +0.1%
CLM
1713
ClearBridge LLC (Maryland)
Maryland
$144K – – –
PCTC
1714
Perkins Coie Trust Company
Washington
$143K +$25.7K +572 +22%
AIP
1715
Almanack Investment Partners
Pennsylvania
$142K +$142K +3,145 New
LA
1716
Legacy Advisors
Pennsylvania
$139K – – –
ERIM
1717
Eagle Ridge Investment Management
Connecticut
$138K +$138K +19,047 New
AIM
1718
Arcadia Investment Management
Michigan
$135K – – –
ACM
1719
AUA Capital Management
Pennsylvania
$135K +$126K +2,802 +1,415%
DOA
1720
D'Orazio & Associates
Virginia
$133K – – –
LCM
1721
Liberty Capital Management
Michigan
$129K – – –
MCM
1722
MV Capital Management
Maryland
$128K -$17.9K -400 -12%
HSA
1723
Hussman Strategic Advisors
Maryland
$126K – – –
MAM
1724
Meeder Asset Management
Ohio
$124K +$46.2K +1,026 +59%
CFD
1725
Creative Financial Designs
Indiana
$121K -$12.4K -279 -9%
67 68
69
70 71