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Coca-Cola
KO

Overview Fund Activity

1,757 hedge funds and large institutions have $116B invested in Coca-Cola in 2016 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 622 increasing their positions, 743 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,757
Holders Change
+41
Holders Change %
+2.39%
% of All Funds
43.99%
Holding in Top 10
79
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.47%
% of All Funds
1.98%
New
162
Increased
622
Reduced
743
Closed
94
Calls
$1.18B
Puts
$1.25B
Net Calls
-$69.4M
Net Calls Change
-$172M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$832M
2
AIG
American International Group
New York
+$420M
3
Asset Management One
Asset Management One
Japan
+$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$217M
5
Aristotle Capital Management
Aristotle Capital Management
California
+$202M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$554M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$398M
3
Capital World Investors
Capital World Investors
California
-$370M
4
MTB
Mizuho Trust & Banking
Japan
-$284M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1726
Lee Financial
Texas
$32K +$32K +775 New
WAM
1727
Wolverine Asset Management
Illinois
$29K -$104K -2,500 -78%
WAS
1728
Winch Advisory Services
Wisconsin
$27K -$3.12K -75 -10%
SAM
1729
Shamrock Asset Management
Texas
$25K – – –
IWC
1730
Integrated Wealth Counsel
California
$22K – – –
CWM
1731
Cedar Wealth Management
California
$21K – – –
TDC
1732
Thompson Davis & Co
Virginia
$21K – – –
PO
1733
Private Ocean
California
$17K – – –
RBC
1734
Roble Belko & Company
Pennsylvania
$17K – – –
HIIFS
1735
Harel Insurance Investments & Financial Services
Israel
$16K – – –
DIA
1736
Davidson Investment Advisors
Montana
$16K – – –
FPTW
1737
Franklin, Parlapiano, Turner & Welch
Texas
$15K -$2.74K -64 -15%
HCM
1738
Horrell Capital Management
Arkansas
$15K – – –
BCI
1739
Brinker Capital Investments
Pennsylvania
$15K +$13.4K +328 +820%
FFW
1740
Fusion Family Wealth
New York
$15K +$15K +366 New
LS
1741
Livforsakringsbolaget Skandia
Sweden
$12.1K +$10.4K +249,838 +583%
TCM
1742
Trent Capital Management
North Carolina
$12K +$12K +300 New
AWA
1743
Artemis Wealth Advisors
New York
$10K +$10K +240 New
LWA
1744
Lenox Wealth Advisors
New York
$8K -$56.3K -1,336 -88%
CAL
1745
Capital Advisors Ltd
Ohio
$8K – – –
CFG
1746
CKW Financial Group
Hawaii
$8K – – –
IF
1747
Ironwood Financial
Arizona
$8K – – –
WAP
1748
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
TCCM
1749
Timber Creek Capital Management
Massachusetts
$7K – – –
HWM
1750
Holloway Wealth Management
Florida
$7K – – –
68 69
70
71 72