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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CONA
676
Capital One National Association
New York
$3.68M -$384K -8,363 -9%
JWM
677
Jackson Wealth Management
Florida
$3.68M +$43.7K +946 +1%
GIA
678
Granite Investment Advisors
New Hampshire
$3.67M -$585K -12,743 -14%
BHIA
679
Birch Hill Investment Advisors
Massachusetts
$3.66M -$22.9K -500 -0.6%
SWP
680
Stratos Wealth Partners
Ohio
$3.61M +$338K +7,374 +10%
NRS
681
Neville Rodie & Shaw
New York
$3.58M +$51.7K +1,126 +1%
CCG
682
Chatham Capital Group
Georgia
$3.54M -$489K -10,648 -12%
BPC
683
Banque Pictet & Cie
Switzerland
$3.53M – – –
LA
684
LVW Advisors
New York
$3.53M +$292K +6,357 +9%
TCOV
685
Trust Company of Vermont
Vermont
$3.52M -$211K -4,599 -6%
SBIA
686
Sheaff Brock Investment Advisors
Indiana
$3.49M -$180K -3,919 -5%
TFA
687
Toth Financial Advisory
Virginia
$3.48M -$49.1K -1,070 -1%
ST
688
Smithfield Trust
Pennsylvania
$3.45M +$165K +3,600 +5%
RC
689
Roundview Capital
New Jersey
$3.45M +$197K +4,284 +6%
WAM
690
Wealthspire Advisors (Maryland)
Maryland
$3.45M +$60.9K +1,327 +2%
WCM
691
Weik Capital Management
Pennsylvania
$3.43M – – –
LNWWM
692
Laird Norton Wetherby Wealth Management
California
$3.42M +$59.2K +1,290 +2%
SPC
693
Sigma Planning Corp
Michigan
$3.4M +$192K +4,188 +6%
CCA
694
Checchi Capital Advisers
California
$3.39M +$230K +5,012 +7%
IAA
695
Independent Advisor Alliance
North Carolina
$3.39M +$539K +11,715 +19%
WWM
696
Willingdon Wealth Management
North Carolina
$3.39M -$24.7K -538 -0.7%
HT
697
Heritage Trust
Oklahoma
$3.38M -$2.49M -54,182 -42%
AP
698
Advisor Partners
California
$3.38M +$339K +7,183 +11%
IT
699
Independence Trust
Tennessee
$3.38M – – –
FMW
700
Farr Miller & Washington
District of Columbia
$3.37M +$131K +2,855 +4%
26 27
28
29 30