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Coca-Cola
KO

2,087 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, 853 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 110

0% more funds holding

Funds holding: 2,087 → 2,087 (0)

0.55% less ownership

Funds ownership: 68.3% → 67.75% (-0.55%)

1% less capital invested

Capital invested by funds: $137B → $136B (-$1.36B)

7% less repeat investments, than reductions

Existing positions increased: 796 | Existing positions reduced: 853

8% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.42B

29% less funds holding in top 10

Funds holding in top 10: 107 → 76 (-31)

Holders
2,087
Holders Change
–
Holders Change %
0%
% of All Funds
45.16%
Holding in Top 10
76
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-28.97%
% of All Funds
1.64%
New
134
Increased
796
Reduced
853
Closed
110
Calls
$1.3B
Puts
$1.42B
Net Calls
-$120M
Net Calls Change
-$149M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$443M
2
JP Morgan Chase
JP Morgan Chase
New York
+$432M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$426M
4
BlackRock
BlackRock
New York
+$310M
5
State Street
State Street
Massachusetts
+$299M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.96B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$462M
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
-$257M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
801
Colony Group
Massachusetts
$2.69M +$1.33M +28,455 +98%
HWA
802
Heritage Way Advisors
Illinois
$2.69M -$320K -6,851 -11%
DE
803
Day & Ennis
Georgia
$2.67M -$24.5K -524 -0.9%
CIA
804
Covington Investment Advisors
Pennsylvania
$2.66M – – –
IAMOG
805
Investors Asset Management of Georgia
Georgia
$2.66M +$37.4K +800 +1%
VAG
806
VisionPoint Advisory Group
Texas
$2.65M -$3.82M -81,740 -59%
CFA
807
Carroll Financial Associates
North Carolina
$2.65M +$151K +3,225 +6%
BMO
808
Beck Mack & Oliver
New York
$2.65M -$172K -3,670 -6%
TI
809
Truehand Inc
New Hampshire
$2.65M – – –
RA
810
RFG Advisory
Alabama
$2.65M -$2.25M -48,029 -46%
O
811
Ossiam
France
$2.62M -$6.96M -148,780 -73%
CII
812
Capital International Inc
California
$2.62M -$153K -3,272 -6%
GH
813
GAM Holding
Switzerland
$2.62M -$2.01K -43 -0.1%
RPG
814
Resource Planning Group
Georgia
$2.6M +$1.45K +31 +0.1%
PWAP
815
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.6M +$13.1K +281 +0.5%
HSA
816
HBK Sorce Advisory
Pennsylvania
$2.57M +$110K +2,352 +4%
BRWA
817
B. Riley Wealth Advisors
Florida
$2.57M +$20.8K +444 +0.8%
PP
818
PDS Planning
Ohio
$2.57M -$2.9M -62,021 -53%
BBNA
819
Bremer Bank National Association
Minnesota
$2.56M +$2.44M +52,189 New
DWM
820
Darwin Wealth Management
Florida
$2.56M +$2.25M +48,076 +737%
SNT
821
Security National Trust
West Virginia
$2.54M +$113K +2,420 +5%
BCFS
822
Butensky & Cohen Financial Security
Florida
$2.54M +$204K +4,355 +9%
BCM
823
Buckhead Capital Management
Georgia
$2.54M -$37.4K -799 -1%
TMAM
824
Tokio Marine Asset Management
Japan
$2.53M +$245K +5,239 +11%
PA
825
Parallel Advisors
California
$2.51M +$117K +2,494 +5%
31 32
33
34 35

KO Hedge Fund Activity: Q1 2019 in Review

2,087 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2019, worth a combined $136B — down 0.99% from $137B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new KO positions and 110 closed out — a net gain of 24 holders — while 796 added to existing stakes and 853 trimmed.

The largest buyer was Charles Schwab, adding an estimated $443M. The largest seller was Capital World Investors, cutting an estimated $1.96B.

  • 2,087 institutional investors held Coca-Cola (KO) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $136B of Coca-Cola stock for Q1 2019, down 0.99% quarter-over-quarter.
  • 134 funds opened new Coca-Cola positions in Q1 2019 and 110 closed out, a net change of +24 holders.
  • The largest Coca-Cola buyer in Q1 2019 was Charles Schwab, an estimated $443M added.
  • The largest Coca-Cola seller in Q1 2019 was Capital World Investors, an estimated $1.96B sold.

Based on aggregated 13F filings for Q1 2019.