KO icon

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 %
GC
1801
Garde Capital
Washington
– -$558K -13,900 Closed
HCM
1802
Hollencrest Capital Management
California
– -$578K -13,671 Closed
HF
1803
HRT Financial
New York
– -$455K -10,761 Closed
EGM
1804
Engineers Gate Manager
New York
– -$415K -9,800 Closed
KFS
1805
Kissinger Financial Services
Maryland
– -$413K -9,769 Closed
FRM
1806
Fox Run Management
Connecticut
– -$360K -8,500 Closed
JWM
1807
Jacobus Wealth Management
Wisconsin
– -$342K -8,080 Closed
11A
1808
10-15 Associates
New York
– -$330K -7,806 Closed
SM
1809
Sciencast Management
New Jersey
– -$330K -7,792 Closed
NG
1810
NatWest Group
United Kingdom
– -$327K -7,734 Closed
KM
1811
Kalos Management
Georgia
– -$302K -7,129 Closed
GC
1812
Grace Capital
Massachusetts
– -$281K -6,630 Closed
NEPWA
1813
New England Private Wealth Advisors
Massachusetts
– -$252K -5,983 Closed
TW
1814
Transform Wealth
Colorado
– -$253K -5,968 Closed
AHC
1815
Anderson Hoagland & Co
Missouri
– -$241K -5,700 Closed
BMM
1816
Berkshire Money Management
Massachusetts
– -$238K -5,619 Closed
EGA
1817
E&G Advisors
Texas
– -$237K -5,604 Closed
MCM
1818
Moore Capital Management
New York
– -$235K -5,544 Closed
1IA
1819
1834 Investment Advisors
Wisconsin
– -$231K -5,457 Closed
ICM
1820
Ionic Capital Management
New York
– -$229K -5,403 Closed
PWP
1821
Private Wealth Partners
California
– -$224K -5,285 Closed
GIM
1822
Greystone Investment Management
Ohio
– -$220K -5,200 Closed
CCM
1823
Canal Capital Management
Virginia
– -$218K -5,143 Closed
AIM
1824
Avity Investment Management
Connecticut
– -$211K -5,058 Closed
SIG
1825
Schooner Investment Group
Pennsylvania
– -$210K -5,000 Closed
71 72
73
74 75