KO icon

Coca-Cola
KO

Overview Fund Activity

1,738 hedge funds and large institutions have $128B invested in Coca-Cola in 2016 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 638 increasing their positions, 741 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,738
Holders Change
+26
Holders Change %
+1.52%
% of All Funds
46.45%
Holding in Top 10
112
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-11.11%
% of All Funds
2.99%
New
108
Increased
638
Reduced
741
Closed
66
Calls
$1.48B
Puts
$1.14B
Net Calls
+$336M
Net Calls Change
-$549M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$356M
2
Morgan Stanley
Morgan Stanley
New York
$995M
3
Vanguard Group
Vanguard Group
Pennsylvania
$12.4B
4
JHIU
Janus Henderson Investors US
Colorado
$608M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$281M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$63M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.11B
3
Renaissance Technologies
Renaissance Technologies
New York
$12.6M
4
Bessemer Group
Bessemer Group
New Jersey
$8.6M
5
WRF
Waddell & Reed Financial
Kansas
$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1726
Arden Trust
Delaware
$17.9K +$463 +10,209 +3%
HCM
1727
Horrell Capital Management
Arkansas
$16K – – –
HCM
1728
Herndon Capital Management
Georgia
$16K +$16K +359 New
CF
1729
CenterStar Fund
Illinois
$11K – – –
IWC
1730
Integrated Wealth Counsel
California
$11K – – –
CFG
1731
CKW Financial Group
Hawaii
$9K – – –
IF
1732
Ironwood Financial
Arizona
$9K – – –
WAP
1733
Wealthcare Advisory Partners
Pennsylvania
$9K +$9K +200 New
CAL
1734
Capital Advisors Ltd
Ohio
$8K -$3.85K -90 -32%
UMA
1735
USA Mutuals Advisors
Texas
$5K +$5K +100 New
JIR
1736
James Investment Research
Ohio
$5K +$5K +101 New
MIM
1737
Macroview Investment Management
Maryland
$2K – – –
EWM
1738
Edge Wealth Management
New York
$1K +$63 +1 +7%
FHC
1739
First Heartland Consultants
Missouri
$921 +$165 +3,646 +22%
CANY
1740
Caxton Associates (New York)
New York
– -$80.4M -1,733,000 Closed
DFO
1741
Duquesne Family Office
New York
– -$64.4M -1,388,900 Closed
Alyeska Investment Group
1742
Alyeska Investment Group
Illinois
– -$44.2M -952,678 Closed
PRO
1743
Pensioenfonds Rail & OV
Netherlands
– -$30.7M -747,385 Closed
LWCA
1744
Locust Wood Capital Advisers
New York
– -$31.9M -686,705 Closed
Balyasny Asset Management
1745
Balyasny Asset Management
Illinois
– -$20.8M -447,381 Closed
WA
1746
Wintergreen Advisers
New Jersey
– -$14.8M -318,485 Closed
ZDA
1747
Zweig-DiMenna Associates
New York
– -$14.2M -305,250 Closed
SBCM
1748
Schwerin Boyle Capital Management
Massachusetts
– -$11.4M -246,650 Closed
SCI
1749
SkyBridge Capital II
New York
– -$10.5M -227,349 Closed
MME
1750
Meag Munich Ergo
Germany
– -$9.7M -208,815 Closed
68 69
70
71 72