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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 %
TRCT
701
Tower Research Capital (TRC)
New York
$3.18M +$2.57M +54,186 +416%
NAM
702
NTV Asset Management
West Virginia
$3.18M -$46.6K -985 -1%
NSIM
703
North Star Investment Management
Illinois
$3.16M +$2.27K +48 +0.1%
CFG
704
Citizens Financial Group
Rhode Island
$3.16M +$8.95K +189 +0.3%
SBL
705
Sargent Bickham Lagudis
Colorado
$3.15M +$7.91K +167 +0.3%
MIAN
706
Mariner Independent Advisor Network
Kansas
$3.14M +$3.14M +66,513 New
PA
707
Profund Advisors
Maryland
$3.14M -$1.06M -22,449 -25%
AO
708
Allen Operations
New York
$3.12M – – –
CC
709
ClearArc Capital
Ohio
$3.11M -$2.95M -62,388 -49%
OC
710
Oakworth Capital
Alabama
$3.1M -$49K -1,035 -2%
PFM
711
Parsec Financial Management
North Carolina
$3.09M +$21K +443 +0.7%
UBG
712
United Bank (Georgia)
Georgia
$3.08M -$105K -2,223 -3%
CT
713
Cambridge Trust
Massachusetts
$3.08M -$28.7K -605 -0.9%
NSEDCP
714
NJ State Employees Deferred Compensation Plan
New Jersey
$3.08M – – –
BONST
715
Bank of Nova Scotia Trust
Ontario, Canada
$3.07M +$217K +4,576 +8%
KPCM
716
Kings Point Capital Management
New York
$3.06M – – –
CAPTRUST Financial Advisors
717
CAPTRUST Financial Advisors
North Carolina
$3.06M +$691K +14,597 +29%
BOTW
718
Bank of the West
California
$3.05M +$180K +3,804 +6%
MFG
719
Monte Financial Group
Connecticut
$3.04M -$9.94K -210 -0.3%
HWA
720
Heritage Way Advisors
Illinois
$3.04M +$40.8K +862 +1%
HCM
721
Hollencrest Capital Management
California
$3.04M +$221K +4,661 +8%
SWP
722
Stratos Wealth Partners
Ohio
$3.03M -$120K -2,527 -4%
TSS
723
Thomas Story & Son
Indiana
$3.01M – – –
UR
724
USCA RIA
Texas
$2.99M -$36.1K -762 -1%
IRF
725
IBM Retirement Fund
New York
$2.98M -$220K -4,639 -7%
27 28
29
30 31