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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 %
EIM
201
ExxonMobil Investment Management
Texas
$37.3M -$3.87M -93,358 -9%
GT
202
Glenmede Trust
Pennsylvania
$36.3M -$566K -13,642 -2%
JIC
203
Johnson Investment Counsel
Ohio
$36.3M +$6.41M +154,599 +21%
FAF
204
Fjarde Ap-fonden
Sweden
$36.3M -$3.07M -74,158 -8%
SAM
205
Shell Asset Management
Netherlands
$36.2M -$6.26M -150,915 -15%
Thrivent Financial for Lutherans
206
Thrivent Financial for Lutherans
Minnesota
$36M +$221K +5,319 +0.6%
BS
207
Banco Santander
Spain
$35.6M +$35.6M +916,163 New
CIC
208
Crawford Investment Counsel
Georgia
$34.8M +$4.67M +112,674 +16%
PIA
209
Piedmont Investment Advisors
North Carolina
$34.1M +$748K +18,033 +2%
AIA
210
Avalon Investment & Advisory
Texas
$34.1M +$455K +10,981 +1%
Connor, Clark & Lunn Investment Management (CC&L)
211
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34M -$7.58M -182,900 -18%
Truist Financial
212
Truist Financial
North Carolina
$34M +$538K +12,985 +2%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$33.4M -$677K -16,334 -2%
GAM
214
Gotham Asset Management
New York
$33.3M +$26.4M +636,230 +379%
DY
215
Dowling & Yahnke
California
$33.3M -$206K -4,972 -0.6%
PIM
216
Perkins Investment Management
Illinois
$33M -$535K -12,907 -2%
MA
217
Montag & Associates
Georgia
$32.9M +$20.7M +499,827 +171%
SMDAM
218
Sumitomo Mitsui DS Asset Management
Japan
$32.6M -$1.25M -30,225 -4%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$32.5M -$1.73M -41,765 -5%
HI
220
Honeywell International
North Carolina
$32.3M +$3.65M +88,100 +13%
CI
221
Conning Inc
Connecticut
$32.2M +$2.03M +49,075 +7%
ZIM
222
Zacks Investment Management
Illinois
$32.1M -$225K -5,419 -0.7%
Baillie Gifford & Co
223
Baillie Gifford & Co
United Kingdom
$32.1M +$682K +16,453 +2%
BTS
224
BB&T Securities
Virginia
$32.1M +$1.44M +34,141 +5%
TGCM
225
Tukman Grossman Capital Management
California
$31.9M -$13.4M -323,300 -30%
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