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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 %
CIA
1726
Cascade Investment Advisors
Oregon
$86.2K – – –
TWMP
1727
Taylor Wealth Management Partners
Massachusetts
$83K -$6.06K -135 -7%
FMP
1728
Financial Management Professionals
Texas
$82K -$5.55K -124 -6%
MA
1729
MCF Advisors
Kentucky
$82K +$9K +200 +12%
LWA
1730
Lowe Wealth Advisors
Maryland
$81K – – –
MAM
1731
Meeder Asset Management
Ohio
$78K -$46.3K -1,026 -37%
CAPTRUST Financial Advisors
1732
CAPTRUST Financial Advisors
North Carolina
$74K +$74K +1,673 New
ABA
1733
American Beacon Advisors
Texas
$67K – – –
LWA
1734
Lenox Wealth Advisors
New York
$61K +$451 +10 +0.7%
ST
1735
Sageworth Trust
Pennsylvania
$60K – – –
FA
1736
Financial Advantage
Maryland
$59K +$59K +1,321 New
KAS
1737
Kemnay Advisory Services
New York
$56K – – –
CP
1738
Corbenic Partners
Pennsylvania
$56K – – –
IP
1739
Isthmus Partners
Wisconsin
$56K – – –
T2I
1740
Turim 21 Investimentos
Brazil
$55K +$55K +1,180 New
AI
1741
ArchPoint Investors
Florida
$54K – – –
PC
1742
Permit Capital
Pennsylvania
$53K – – –
CWM
1743
Cranbrook Wealth Management
Michigan
$52K – – –
AWM
1744
AllSquare Wealth Management
New York
$52K +$52K +1,156 New
BWA
1745
BDO Wealth Advisors
Florida
$51K -$21.1K -473 -29%
AIS
1746
AlphaOne Investment Services
Pennsylvania
$50K +$50K +1,100 New
AWMS
1747
Advocacy Wealth Management Services
Georgia
$47K – – –
RAM
1748
Riggs Asset Management
Pennsylvania
$46K -$8.04K -180 -15%
NC
1749
NewSquare Capital
Pennsylvania
$44K +$41.8K +17,917 +1,866%
HWP
1750
Hefty Wealth Partners
Indiana
$43K – – –
68 69
70
71 72