KO icon

Coca-Cola
KO

Overview Fund Activity

2,080 hedge funds and large institutions have $137B invested in Coca-Cola in 2018 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 682 increasing their positions, 868 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
+146
Holders Change %
+7.55%
% of All Funds
46.42%
Holding in Top 10
106
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+41.33%
% of All Funds
2.37%
New
240
Increased
682
Reduced
868
Closed
74
Calls
$1.34B
Puts
$1.31B
Net Calls
+$28.9M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$527M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$480M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
4
BlackRock
BlackRock
New York
+$344M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$338M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$288M
2
GC
Gratus Capital
Georgia
-$201M
3
Franklin Resources
Franklin Resources
California
-$189M
4
Renaissance Technologies
Renaissance Technologies
New York
-$176M
5
Lazard Asset Management
Lazard Asset Management
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
551
Pinnacle Associates
New York
$5.08M -$2.32K -49 -0%
PGIM
552
Pacific Global Investment Management
California
$5.04M +$734K +15,492 +17%
MC
553
Moors & Cabot
Massachusetts
$5.03M -$208K -4,400 -4%
BA
554
BCM Advisors
Louisiana
$5.03M -$30.5K -644 -0.6%
FCCM
555
First City Capital Management
Georgia
$5.02M -$5.78K -122 -0.1%
WAM
556
Wealthspire Advisors (Maryland)
Maryland
$5M +$1.32M +27,975 +36%
PAMG
557
Patton Albertson Miller Group
Tennessee
$4.96M -$357K -7,190 -7%
RA
558
RFG Advisory
Alabama
$4.95M +$2.29M +48,462 +86%
BST
559
Bath Savings Trust
Maine
$4.93M -$119K -2,508 -2%
GJIC
560
Gamble Jones Investment Counsel
California
$4.92M -$641K -13,544 -12%
EWM
561
Evercore Wealth Management
New York
$4.88M -$19.5K -411 -0.4%
Cerity Partners
562
Cerity Partners
New York
$4.88M +$263K +5,558 +6%
PI
563
PineBridge Investments
New York
$4.88M +$872K +18,425 +22%
LCM
564
Logan Capital Management
Pennsylvania
$4.85M -$802K -16,936 -14%
JWM
565
JGP Wealth Management
Oregon
$4.85M +$124K +2,626 +3%
DWM
566
Destination Wealth Management
California
$4.84M -$122K -2,585 -2%
BP
567
BBR Partners
New York
$4.84M +$21.1K +445 +0.4%
BCM
568
Birmingham Capital Management
Alabama
$4.83M -$272K -5,750 -5%
PL
569
Parkwood LLC
Ohio
$4.81M -$558K -11,784 -10%
LA
570
Lynch & Associates
Indiana
$4.79M +$3.41K +72 +0.1%
CIS
571
Connors Investor Services
Pennsylvania
$4.77M – – –
KFP
572
KMG Fiduciary Partners
Ohio
$4.76M +$4.76M +100,566 New
TCOT
573
Trust Company of Toledo
Ohio
$4.76M +$19.6K +414 +0.4%
KIC
574
Keating Investment Counselors
Florida
$4.75M -$93.5K -1,975 -2%
IAA
575
Independent Advisor Alliance
North Carolina
$4.75M +$785K +16,553 +20%
21 22
23
24 25