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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 %
PCTC
1701
Perkins Coie Trust Company
Washington
$143K – – –
SIAS
1702
Shine Investment Advisory Services
Colorado
$143K +$72.3K +1,610 +102%
MCIA
1703
Mountain Capital Investment Advisors
Colorado
$140K -$16K -356 -10%
SMG
1704
Spectrum Management Group
Indiana
$137K +$137K +3,050 New
AFIA
1705
America First Investment Advisors
Nebraska
$136K -$35.9K -800 -21%
JAM
1706
Jolley Asset Management
North Carolina
$135K -$135K -3,013 -50%
ACM
1707
AUA Capital Management
Pennsylvania
$135K – – –
LCM
1708
Liberty Capital Management
Michigan
$135K – – –
AIM
1709
Arcadia Investment Management
Michigan
$135K – – –
VIM
1710
Veritas Investment Management
United Kingdom
$135K +$135K +3,000 New
MFBTD
1711
MB Financial Bank - Trust Department
Illinois
$133K -$358K -8,000 -73%
DOA
1712
D'Orazio & Associates
Virginia
$132K -$1.99K -44 -1%
MCM
1713
MV Capital Management
Maryland
$128K – – –
CG
1714
Cutler Group
California
$126K +$63K +1,400 +100%
LWM
1715
Lenox Wealth Management
Ohio
$119K – – –
EWM
1716
Endurance Wealth Management
Rhode Island
$115K – – –
CFD
1717
Creative Financial Designs
Indiana
$113K -$7.56K -171 -6%
AIP
1718
Almanack Investment Partners
Pennsylvania
$111K -$32K -703 -22%
RFWA
1719
RPg Family Wealth Advisory
Massachusetts
$110K – – –
HCA
1720
Horan Capital Advisors
Ohio
$96K +$96K +2,134 New
MWPCG
1721
Measured Wealth Private Client Group
New Hampshire
$91K +$91K +2,025 New
WCMN
1722
Westchester Capital Management (Nebraska)
Nebraska
$90K – – –
LD
1723
Lipe & Dalton
New York
$90K – – –
GWS
1724
Glassman Wealth Services
Virginia
$89K +$720 +16 +0.8%
TCM
1725
Tradewinds Capital Management
Washington
$88K +$180 +4 +0.2%
67 68
69
70 71