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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
651
Bartlett & Co
Ohio
$3.64M -$98.6K -2,248 -3%
HIC
652
Harvey Investment Company
Kentucky
$3.64M -$103K -2,350 -3%
BRM
653
Boston Research & Management
Massachusetts
$3.61M +$46.9K +1,070 +1%
BFO
654
Boston Family Office
Massachusetts
$3.6M -$152K -3,473 -4%
ADBIC
655
A.D. Beadell Investment Counsel
Wisconsin
$3.58M +$35.1K +800 +1%
FMBTD
656
First Midwest Bank Trust Division
Illinois
$3.56M +$3.03K +69 +0.1%
LIM
657
Leavell Investment Management
Alabama
$3.55M -$42.2K -954 -1%
PR
658
Payden & Rygel
California
$3.54M – – –
BG
659
Bollard Group
Massachusetts
$3.51M +$292K +6,656 +9%
DSI
660
Daiwa SB Investments
Japan
$3.5M +$8.77K +200 +0.3%
LM
661
Lincluden Management
Ontario, Canada
$3.49M -$95.8K -2,185 -3%
TCM
662
Tufton Capital Management
Maryland
$3.48M -$50.8K -1,159 -1%
TCOV
663
Trust Company of Vermont
Vermont
$3.48M +$209K +4,770 +6%
IAA
664
Independent Advisor Alliance
North Carolina
$3.46M +$75.7K +1,781 +2%
NEAM
665
New England Asset Management
Connecticut
$3.46M +$449K +10,225 +15%
IRF
666
IBM Retirement Fund
New York
$3.44M -$496K -11,313 -13%
CT
667
Cambridge Trust
Massachusetts
$3.44M -$27.1K -619 -0.8%
WAM
668
Wealthspire Advisors (Maryland)
Maryland
$3.42M -$67.7K -1,544 -2%
VanEck Associates
669
VanEck Associates
New York
$3.4M +$3.4M +77,526 New
CA
670
Clearstead Advisors
Ohio
$3.39M -$57.6K -1,314 -2%
NRS
671
Neville Rodie & Shaw
New York
$3.38M +$7.63K +174 +0.2%
AW
672
ACG Wealth
Georgia
$3.38M -$800K -18,235 -19%
CCG
673
Chatham Capital Group
Georgia
$3.37M -$12.8K -291 -0.4%
BMO
674
Beck Mack & Oliver
New York
$3.37M -$739K -16,846 -18%
FAAS
675
First Allied Advisory Services
California
$3.37M -$426K -9,701 -11%
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