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Coca-Cola
KO

Overview Fund Activity

2,081 hedge funds and large institutions have $136B invested in Coca-Cola in 2019 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 796 increasing their positions, 851 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,081
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
45.11%
Holding in Top 10
76
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-28.3%
% of All Funds
1.65%
New
134
Increased
796
Reduced
851
Closed
109
Calls
$1.3B
Puts
$1.42B
Net Calls
-$120M
Net Calls Change
-$149M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$444M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$433M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
4
BlackRock
BlackRock
New York
+$311M
5
State Street
State Street
Massachusetts
+$302M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.97B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$463M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$358M
4
DZ Bank
DZ Bank
Germany
-$294M
5
Lazard Asset Management
Lazard Asset Management
New York
-$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAMOG
801
Investors Asset Management of Georgia
Georgia
$2.66M +$37.5K +800 +1%
VAG
802
VisionPoint Advisory Group
Texas
$2.65M -$3.83M -81,740 -59%
CFA
803
Carroll Financial Associates
North Carolina
$2.65M +$151K +3,225 +6%
BMO
804
Beck Mack & Oliver
New York
$2.65M -$172K -3,670 -6%
TI
805
Truehand Inc
New Hampshire
$2.65M – – –
RA
806
RFG Advisory
Alabama
$2.65M -$2.25M -48,029 -46%
O
807
Ossiam
France
$2.62M -$6.97M -148,780 -73%
CII
808
Capital International Inc
California
$2.62M -$153K -3,272 -6%
GH
809
GAM Holding
Switzerland
$2.62M -$2.02K -43 -0.1%
RPG
810
Resource Planning Group
Georgia
$2.6M +$1.45K +31 +0.1%
PWAP
811
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.6M +$13.2K +281 +0.5%
HSA
812
HBK Sorce Advisory
Pennsylvania
$2.57M +$110K +2,352 +4%
BRWA
813
B. Riley Wealth Advisors
Florida
$2.57M +$20.8K +444 +0.8%
PP
814
PDS Planning
Ohio
$2.57M -$2.91M -62,021 -53%
BBNA
815
Bremer Bank National Association
Minnesota
$2.56M +$2.56M +52,189 New
DWM
816
Darwin Wealth Management
Florida
$2.56M +$2.25M +48,076 +737%
SNT
817
Security National Trust
West Virginia
$2.54M +$113K +2,420 +5%
BCFS
818
Butensky & Cohen Financial Security
Florida
$2.54M +$204K +4,355 +9%
BCM
819
Buckhead Capital Management
Georgia
$2.54M -$37.4K -799 -1%
TMAM
820
Tokio Marine Asset Management
Japan
$2.53M +$245K +5,239 +11%
PA
821
Parallel Advisors
California
$2.51M +$117K +2,494 +5%
QC
822
Quadrature Capital
United Kingdom
$2.51M +$1.23M +26,174 +96%
HDIM
823
Hanson & Doremus Investment Management
Vermont
$2.51M -$9.28K -198 -0.4%
IA
824
IFG Advisory
Georgia
$2.5M -$61.7K -1,318 -2%
AIM
825
Axiom Investment Management
New York
$2.49M +$4.87K +104 +0.2%
31 32
33
34 35