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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
751
Heritage Way Advisors
Illinois
$2.72M +$11.1K +253 +0.4%
FEG
752
Fund Evaluation Group
Ohio
$2.71M +$521K +11,877 +24%
OA
753
Outfitter Advisors
Virginia
$2.71M -$60.8K -1,385 -2%
SSB
754
Sandy Spring Bank
Maryland
$2.7M -$29.4K -670 -1%
CCM
755
Coldstream Capital Management
Washington
$2.69M +$147K +3,359 +6%
UR
756
USCA RIA
Texas
$2.69M -$2.72K -62 -0.1%
VCA
757
Verdence Capital Advisors
Maryland
$2.68M -$111K -2,524 -4%
GCM
758
Gables Capital Management
Florida
$2.67M +$34.8K +800 +1%
EWA
759
Exencial Wealth Advisors
Oklahoma
$2.67M +$32.6K +743 +1%
CFA
760
Carroll Financial Associates
North Carolina
$2.65M -$202K -4,610 -7%
APP
761
Avantax Planning Partners
Iowa
$2.64M -$175K -3,995 -6%
KFC
762
Klingenstein Fields & Co
New York
$2.63M -$170K -3,877 -6%
PTC
763
Private Trust Company
Ohio
$2.63M +$58.5K +1,334 +2%
ECM
764
Elgethun Capital Management
South Dakota
$2.63M -$45.7K -1,038 -2%
OI
765
Oakbrook Investments
Illinois
$2.62M -$87.7K -2,000 -3%
WC
766
Woodstock Corp
Massachusetts
$2.61M -$52.4K -1,195 -2%
BFM
767
Boston Financial Management
Massachusetts
$2.61M -$132K -3,017 -5%
TTWM
768
TCV Trust & Wealth Management
Virginia
$2.59M -$257K -5,868 -9%
GHA
769
GW Henssler & Associates
Georgia
$2.59M +$6.97K +159 +0.3%
HH
770
Hilltop Holdings
Texas
$2.58M -$286K -6,511 -10%
WS
771
Wedbush Securities
California
$2.58M +$25.7K +587 +1%
GWM
772
Geneos Wealth Management
Colorado
$2.56M -$181K -4,117 -7%
VAM
773
Visionary Asset Management
Texas
$2.56M -$45.2K -1,022 -2%
AWM
774
Avitas Wealth Management
California
$2.56M +$2.56M +58,327 New
CIA
775
Covington Investment Advisors
Pennsylvania
$2.55M +$66.9K +1,525 +3%
29 30
31
32 33