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Coca-Cola
KO

Overview Fund Activity

1,804 hedge funds and large institutions have $125B invested in Coca-Cola in 2017 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 657 increasing their positions, 785 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
+25
Holders Change %
+1.41%
% of All Funds
45.04%
Holding in Top 10
99
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+30.26%
% of All Funds
2.47%
New
100
Increased
657
Reduced
785
Closed
57
Calls
$1.12B
Puts
$1.28B
Net Calls
-$157M
Net Calls Change
-$118M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$549M
2
Capital World Investors
Capital World Investors
California
+$520M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
4
Lazard Asset Management
Lazard Asset Management
New York
+$173M
5
HMP
HS Management Partners
New York
+$152M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$457M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$143M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$134M
4
SAC
Smith Affiliated Capital
New York
-$128M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$98.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFG
1776
Sumitomo Mitsui Financial Group
Japan
$36K +$36K +800 New
LF
1777
Lee Financial
Texas
$35K – – –
CAM
1778
Close Asset Management
United Kingdom
$29K – – –
PO
1779
Private Ocean
California
$29K +$10.8K +241 +60%
SAM
1780
Shamrock Asset Management
Texas
$27K – – –
CWM
1781
Cedar Wealth Management
California
$26K – – –
HS
1782
Horan Securities
United States
$21K +$12K +265 +133%
PA
1783
Perennial Advisors
New York
$20K +$20K +443 New
BCI
1784
Brinker Capital Investments
Pennsylvania
$17K +$137 +3 +0.8%
CFA
1785
Camarda Financial Advisors
Florida
$17K +$3.45K +79 +25%
HCM
1786
Horrell Capital Management
Arkansas
$16K – – –
FCT
1787
Family Capital Trust
Massachusetts
$16K – – –
FFW
1788
Fusion Family Wealth
New York
$14K -$1.11K -25 -7%
RPG
1789
Risk Paradigm Group
Texas
$13.2K – – –
WAP
1790
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
IF
1791
Ironwood Financial
Arizona
$9K – – –
HIM
1792
Hillsdale Investment Management
Ontario, Canada
$9K +$2.37K +50 +36%
SQA
1793
Simon Quick Advisors
New Jersey
$8K -$49.7K -1,099 -86%
HA
1794
Harfst & Associates
Wyoming
$8K -$10K -251 -56%
HWM
1795
Holloway Wealth Management
Florida
$8K -$7K – –
TCCM
1796
Timber Creek Capital Management
Massachusetts
$8K – – –
CAL
1797
Capital Advisors Ltd
Ohio
$8K – – –
MIM
1798
Macroview Investment Management
Maryland
$8K +$8K +175 New
FCA
1799
Florence Capital Advisors
New York
$7K – – –
CTB
1800
Country Trust Bank
Illinois
$7K +$7K +149 New
70 71
72
73 74