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Coca-Cola
KO

Overview Fund Activity

2,115 hedge funds and large institutions have $160B invested in Coca-Cola in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 830 increasing their positions, 891 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+22
Holders Change %
+1.05%
% of All Funds
46.45%
Holding in Top 10
109
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.29%
% of All Funds
2.39%
New
109
Increased
830
Reduced
891
Closed
71
Calls
$1.53B
Puts
$1.22B
Net Calls
+$308M
Net Calls Change
-$38.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$587M
2
Morgan Stanley
Morgan Stanley
New York
+$459M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
UBS AM
UBS AM
Illinois
+$227M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$425M
2
ClearBridge Investments
ClearBridge Investments
New York
-$424M
3
Capital International Investors
Capital International Investors
California
-$282M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$271M
5
Citadel Advisors
Citadel Advisors
Florida
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
726
FDx Advisors
Illinois
$3.82M -$3.25M -59,733 -46%
O
727
Ossiam
France
$3.82M -$60M -1,102,890 -94%
LS
728
Livforsakringsbolaget Skandia
Sweden
$3.81M – – –
CC
729
Chicago Capital
Illinois
$3.8M +$76.5K +1,405 +2%
AAMU
730
AEGON Asset Management (UK)
United Kingdom
$3.8M – – –
LDB
731
Lee, Danner & Bass
Tennessee
$3.78M -$10.9K -200 -0.3%
UR
732
USCA RIA
Texas
$3.78M -$503K -9,249 -12%
PFS
733
Physicians Financial Services
North Carolina
$3.78M -$48.9K -898 -1%
CA
734
Clearstead Advisors
Ohio
$3.76M +$30.4K +559 +0.8%
KPCM
735
Kings Point Capital Management
New York
$3.75M -$40.1K -736 -1%
ASN
736
Advisory Services Network
Georgia
$3.72M – – –
WCM
737
Weik Capital Management
Pennsylvania
$3.7M -$55.8K -1,025 -1%
BIM
738
Bridges Investment Management
Nebraska
$3.68M -$9.09K -167 -0.2%
SBIA
739
Sheaff Brock Investment Advisors
Indiana
$3.67M +$6.97K +128 +0.2%
MIAN
740
Mariner Independent Advisor Network
Kansas
$3.66M -$26.9K -492 -0.7%
APP
741
Avantax Planning Partners
Iowa
$3.65M +$58.7K +1,078 +2%
SA
742
Shilanski & Associates
Alaska
$3.64M +$89.8K +1,645 +3%
NRS
743
Neville Rodie & Shaw
New York
$3.63M -$16.3K -300 -0.4%
CFG
744
Citizens Financial Group
Rhode Island
$3.62M +$105K +1,929 +3%
CAM
745
Cresset Asset Management
Illinois
$3.61M +$224K +4,089 +7%
CCM
746
Coldstream Capital Management
Washington
$3.61M -$67.2K -1,235 -2%
UBV
747
United Bank (Virginia)
Virginia
$3.59M +$53.9K +990 +2%
AO
748
Allen Operations
New York
$3.59M – – –
AAM
749
Azzad Asset Management
Virginia
$3.57M +$1.98M +40,282 +125%
WSTAM
750
Wilbanks Smith & Thomas Asset Management
Virginia
$3.56M +$26.1K +480 +0.7%
28 29
30
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