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Coca-Cola
KO

Overview Fund Activity

1,779 hedge funds and large institutions have $117B invested in Coca-Cola in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 603 increasing their positions, 824 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+22
Holders Change %
+1.25%
% of All Funds
44.35%
Holding in Top 10
76
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.8%
% of All Funds
1.89%
New
110
Increased
603
Reduced
824
Closed
71
Calls
$965M
Puts
$1B
Net Calls
-$39.4M
Net Calls Change
+$30M

Top Buyers

1
BlackRock
BlackRock
New York
+$9.86B
2
Lazard Asset Management
Lazard Asset Management
New York
+$294M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$163M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$144M
5
Swiss National Bank
Swiss National Bank
Switzerland
+$135M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$657M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$607M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$451M
4
SB
Suntrust Banks
Georgia
-$328M
5
Ameriprise
Ameriprise
Minnesota
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
1751
Private Ocean
California
$17K – – –
BCI
1752
Brinker Capital Investments
Pennsylvania
$16K – – –
FPTW
1753
Franklin, Parlapiano, Turner & Welch
Texas
$16K +$1.06K +25 +7%
FCT
1754
Family Capital Trust
Massachusetts
$15K -$34.3K -800 -70%
HCM
1755
Horrell Capital Management
Arkansas
$15K – – –
FFW
1756
Fusion Family Wealth
New York
$14K -$1.03K -25 -7%
CFA
1757
Camarda Financial Advisors
Florida
$13K -$522K -12,449 -98%
RPG
1758
Risk Paradigm Group
Texas
$12.5K -$130K -3,068 -91%
AWA
1759
Artemis Wealth Advisors
New York
$10.2K – – –
HS
1760
Horan Securities
United States
$9K +$9K +200 New
ACM
1761
AUA Capital Management
Pennsylvania
$8K -$113K -2,802 -93%
CAL
1762
Capital Advisors Ltd
Ohio
$8K -$404 -9 -5%
WAP
1763
Wealthcare Advisory Partners
Pennsylvania
$8K – – –
IF
1764
Ironwood Financial
Arizona
$8K – – –
LWA
1765
Lenox Wealth Advisors
New York
$8K – – –
CFG
1766
CKW Financial Group
Hawaii
$8K – – –
MAS
1767
Madden Advisory Services
Florida
$8K +$8K +200 New
TCCM
1768
Timber Creek Capital Management
Massachusetts
$7K – – –
HWM
1769
Holloway Wealth Management
Florida
$7K -$7K – –
SLF
1770
Sun Life Financial
Ontario, Canada
$6.48K +$1.04K +44 +19%
NYLT
1771
New York Life Trust
New York
$6K -$98.4K -2,295 -94%
FCA
1772
Florence Capital Advisors
New York
$6K – – –
HIM
1773
Hillsdale Investment Management
Ontario, Canada
$6K +$1.29K +30 +27%
TG
1774
TLP Group
Illinois
$4K -$176K -4,411 -98%
AUB
1775
Atlantic Union Bankshares
Virginia
$2.71K +$147 +3,475 +6%
69 70
71
72 73