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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 %
BG
576
Bollard Group
Massachusetts
$4.74M +$378K +7,988 +9%
RC
577
RBF Capital
California
$4.74M -$1.89M -40,000 -29%
SCI
578
SkyBridge Capital II
New York
$4.72M -$1.27M -26,719 -21%
CWM
579
Calamos Wealth Management
Illinois
$4.72M -$546K -11,538 -10%
VanEck Associates
580
VanEck Associates
New York
$4.65M +$599K +12,660 +15%
CSIC
581
Clifford Swan Investment Counsel
California
$4.64M -$145K -3,068 -3%
LC
582
Lincoln Capital
Nebraska
$4.63M -$9.8K -207 -0.2%
CI
583
Cowen Inc
New York
$4.62M +$4.62M +97,550 New
VAS
584
Valicenti Advisory Services
New York
$4.6M +$4.06M +85,819 +760%
CWS
585
Cypress Wealth Services
California
$4.59M -$46.2K -975 -1%
JPMIA
586
J.P. Marvel Investment Advisors
Massachusetts
$4.59M +$4.59M +96,822 New
IC
587
Inverness Counsel
New York
$4.57M -$56.6K -1,195 -1%
M
588
MOTCO
Texas
$4.56M +$65K +1,373 +1%
CA
589
Cetera Advisors
Colorado
$4.55M -$249K -5,262 -5%
MDCM
590
Morgan Dempsey Capital Management
Wisconsin
$4.54M -$19.7K -416 -0.4%
SHWM
591
Smith & Howard Wealth Management
Georgia
$4.53M +$111K +2,341 +3%
SS
592
Simplicity Solutions
Minnesota
$4.51M +$287K +6,060 +7%
BCP
593
Blue Chip Partners
Michigan
$4.51M +$9.33K +197 +0.2%
KA
594
Kintegral Advisory
New York
$4.5M +$4.5M +95,074 New
AP
595
Advisor Partners
California
$4.49M +$896K +18,933 +25%
RB
596
Rodgers Brothers
Pennsylvania
$4.49M -$181K -3,819 -4%
BHWM
597
Bar Harbor Wealth Management
New Hampshire
$4.48M -$31.8K -671 -0.7%
CNBT
598
Canandaigua National Bank & Trust
New York
$4.47M +$82.1K +1,734 +2%
PP
599
Prospector Partners
Connecticut
$4.45M +$9.47K +200 +0.2%
RCC
600
Red Cedar Capital
Nebraska
$4.44M – – –
22 23
24
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