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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$17.9B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.3B +$216M +4,818,963 +2%
BlackRock
3
BlackRock
New York
$10.8B +$33.6M +750,257 +0.3%
State Street
4
State Street
Massachusetts
$7.7B -$90.6M -2,020,706 -1%
Capital World Investors
5
Capital World Investors
California
$6.37B +$520M +11,593,679 +9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.08B -$8.78M -195,813 -0.3%
Bank of America
7
Bank of America
North Carolina
$2.88B -$57.9M -1,291,818 -2%
Northern Trust
8
Northern Trust
Illinois
$2.28B +$97.2M +2,167,225 +4%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.17B -$134M -2,981,078 -6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$2.02B -$94.8M -2,114,421 -4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.73B -$6.94M -154,776 -0.4%
Capital International Investors
12
Capital International Investors
California
$1.7B +$17.2M +383,733 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.63B +$16.1M +359,687 +1%
Norges Bank
14
Norges Bank
Norway
$1.62B -$31.6M -705,026 -2%
Morgan Stanley
15
Morgan Stanley
New York
$1.47B +$127M +2,823,493 +9%
Lazard Asset Management
16
Lazard Asset Management
New York
$1.39B +$173M +3,851,438 +14%
Franklin Resources
17
Franklin Resources
California
$1.35B -$4.59M -102,396 -0.3%
Invesco
18
Invesco
Georgia
$1.14B +$18.7M +416,351 +2%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$1.05B – – –
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$1.04B -$14.5M -323,148 -1%
UBS Group
21
UBS Group
Switzerland
$902M +$26.1M +582,326 +3%
Legal & General Group
22
Legal & General Group
United Kingdom
$898M -$22.9M -510,414 -2%
Federated Hermes
23
Federated Hermes
Pennsylvania
$861M +$109M +2,440,395 +15%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$831M +$12M +266,660 +1%
Charles Schwab
25
Charles Schwab
California
$817M +$21.6M +481,607 +3%
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