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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 %
AI
651
Atria Investments
North Carolina
$3.84M -$195K -4,119 -5%
BBI
652
Baxter Bros Inc
Connecticut
$3.82M -$232K -4,891 -6%
LIM
653
Leavell Investment Management
Alabama
$3.81M -$101K -2,124 -3%
KCMRT
654
Kemper Corp Master Retirement Trust
Illinois
$3.81M – – –
BFO
655
Boston Family Office
Massachusetts
$3.81M -$4.64K -98 -0.1%
NEAM
656
New England Asset Management
Connecticut
$3.8M +$50.9K +1,075 +1%
CCM
657
Campbell Capital Management
Florida
$3.77M +$3.77M +79,553 New
FA
658
FDx Advisors
Illinois
$3.73M -$3.17M -66,936 -46%
TCOV
659
Trust Company of Vermont
Vermont
$3.72M +$7.2K +152 +0.2%
LNWWM
660
Laird Norton Wetherby Wealth Management
California
$3.69M +$105K +2,210 +3%
BOCM
661
Bontempo Ohly Capital Management
Maryland
$3.69M +$87.1K +1,839 +2%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$3.64M +$72.9K +1,540 +2%
TCM
663
Tufton Capital Management
Maryland
$3.6M -$51.4K -1,085 -1%
CCG
664
Chatham Capital Group
Georgia
$3.59M -$55.2K -1,165 -2%
KRSITF
665
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.59M +$164K +3,474 +5%
SCA
666
Spearhead Capital Advisors
Florida
$3.57M -$151K -3,191 -4%
QIM
667
Quest Investment Management
Oregon
$3.54M +$1.82M +38,476 +106%
BCCM
668
Bridge Creek Capital Management
Massachusetts
$3.53M -$9.71K -205 -0.3%
CCM
669
Chickasaw Capital Management
Tennessee
$3.52M – – –
MPWT
670
MassMutual Private Wealth & Trust
Connecticut
$3.51M +$1.37K +29 +0%
TFA
671
Toth Financial Advisory
Virginia
$3.5M +$393K +8,310 +13%
NL
672
NKCFO LLC
Illinois
$3.49M +$3.49M +73,800 New
GC
673
Gratus Capital
Georgia
$3.49M -$201M -4,239,990 -98%
CA
674
Clearstead Advisors
Ohio
$3.48M -$150K -3,169 -4%
CCM
675
Coldstream Capital Management
Washington
$3.46M +$255K +5,394 +8%
25 26
27
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