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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 %
CFA
726
Carroll Financial Associates
North Carolina
$3.12M -$404K -8,813 -11%
HI
727
Horizon Investments
North Carolina
$3.12M -$1.34M -30,651 -30%
FFWA
728
FRG Family Wealth Advisors
Washington
$3.1M -$964 -21 -0%
IAM
729
Integre Asset Management
New York
$3.1M +$1.53M +33,279 +97%
SS
730
Simplicity Solutions
Minnesota
$3.08M +$2.32M +50,648 +308%
BOCM
731
Bontempo Ohly Capital Management
Maryland
$3.07M -$373K -8,450 -11%
GWM
732
Geneos Wealth Management
Colorado
$3.06M -$299K -6,509 -9%
SBH
733
Segall Bryant & Hamill
Illinois
$3.06M -$189K -4,119 -6%
ASN
734
Advisory Services Network
Georgia
$3.06M +$1.23M +26,915 +68%
SCM
735
Shelton Capital Management
Colorado
$3.05M – – –
ECM
736
Elgethun Capital Management
South Dakota
$3.05M -$133K -2,897 -4%
KPCM
737
Kings Point Capital Management
New York
$3.04M -$82.7K -1,802 -3%
QIM
738
Quest Investment Management
Oregon
$3.03M -$1.01M -22,104 -25%
OA
739
Outfitter Advisors
Virginia
$3.03M -$36.7K -800 -1%
TTWM
740
TCV Trust & Wealth Management
Virginia
$3.02M +$48.9K +1,066 +2%
AO
741
Allen Operations
New York
$3.02M – – –
BAM
742
Barrett Asset Management
New York
$3.02M +$2.52K +55 +0.1%
HA
743
Hamel Associates
New Jersey
$3.02M -$24.8K -540 -0.8%
PFS
744
Physicians Financial Services
North Carolina
$3M -$41.3K -900 -1%
Massachusetts Financial Services
745
Massachusetts Financial Services
Massachusetts
$2.98M -$3.34M -72,889 -53%
NSEDCP
746
NJ State Employees Deferred Compensation Plan
New Jersey
$2.98M – – –
BFM
747
Boston Financial Management
Massachusetts
$2.98M +$54.1K +1,180 +2%
MCP
748
Martin Capital Partners
Oregon
$2.98M +$2.98M +64,951 New
NSIM
749
North Star Investment Management
Illinois
$2.97M -$19.9K -434 -0.7%
LDB
750
Lee, Danner & Bass
Tennessee
$2.97M -$9.18K -200 -0.3%
28 29
30
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