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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 %
Hudson Bay Capital Management
1826
Hudson Bay Capital Management
Connecticut
– -$212K -5,000 Closed
BB
1827
Bell Bank
North Dakota
– -$211K -4,986 Closed
OAM
1828
Occidental Asset Management
California
– -$208K -4,913 Closed
CPA
1829
Capital Planning Advisors
California
– -$206K -4,879 Closed
WIP
1830
Wellesley Investment Partners
Massachusetts
– -$205K -4,863 Closed
OCM
1831
One Capital Management
California
– -$204K -4,821 Closed
EI
1832
EDMP Inc
Florida
– -$204K -4,812 Closed
CWP
1833
Capital Wealth Planning
Florida
– -$203K -4,800 Closed
AHB
1834
Abner Herrman & Brock
New Jersey
– -$201K -4,760 Closed
EA
1835
Emerald Advisers
Pennsylvania
– -$200K -4,733 Closed
FNBSF
1836
First National Bank Sioux Falls
South Dakota
– -$198K -4,677 Closed
PHK
1837
Point72 Hong Kong
Hong Kong
– -$178K -4,200 Closed
HCA
1838
Harbour Capital Advisors
Virginia
– -$166K -3,928 Closed
CFN
1839
Cordasco Financial Network
Florida
– -$115K -2,540 Closed
BBPWM
1840
Blue Bell Private Wealth Management
Pennsylvania
– -$101K -2,377 Closed
PCM
1841
Penserra Capital Management
California
– -$94K -2,232 Closed
ACM
1842
Americafirst Capital Management
California
– -$92.7K -2,191 Closed
KLI
1843
Kelman-Lazarov Inc
Tennessee
– -$89.1K -2,130 Closed
GS
1844
GAM Systematic
United Kingdom
– -$69K -1,639 Closed
KA
1845
Klingman & Associates
New York
– -$37K -869 Closed
IR
1846
Invictus RG
Bermuda
– -$28K -658 Closed
PFG
1847
Piershale Financial Group
Illinois
– -$21K -500 Closed
PFO
1848
Pathstone Family Office
New Jersey
– -$21K -500 Closed
BCMIO
1849
Beacon Capital Management Inc (Ohio)
Ohio
– -$21K -500 Closed
HCM
1850
Herndon Capital Management
Georgia
– -$15K -361 Closed
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