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Coca-Cola
KO

Overview Fund Activity

2,080 hedge funds and large institutions have $137B invested in Coca-Cola in 2018 Q4 according to their latest regulatory filings, with 240 funds opening new positions, 682 increasing their positions, 868 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
+146
Holders Change %
+7.55%
% of All Funds
46.42%
Holding in Top 10
106
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+41.33%
% of All Funds
2.37%
New
240
Increased
682
Reduced
868
Closed
74
Calls
$1.34B
Puts
$1.31B
Net Calls
+$28.9M
Net Calls Change
-$354M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$527M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$480M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
4
BlackRock
BlackRock
New York
+$344M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$338M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$288M
2
GC
Gratus Capital
Georgia
-$201M
3
Franklin Resources
Franklin Resources
California
-$189M
4
Renaissance Technologies
Renaissance Technologies
New York
-$176M
5
Lazard Asset Management
Lazard Asset Management
New York
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
826
Liberty Wealth Management
California
$2.33M +$2.33M +49,200 New
JCM
827
Jacobi Capital Management
Pennsylvania
$2.32M -$6.02K -127 -0.3%
TMAM
828
Tokio Marine Asset Management
Japan
$2.31M -$227K -4,786 -9%
AA
829
Ancora Advisors
Ohio
$2.31M -$127K -2,681 -5%
SBWIC
830
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.31M -$11.8K -250 -0.5%
III
831
Independent Investors Inc
New York
$2.3M – – –
LA
832
Lau Associates
Delaware
$2.3M +$179K +3,780 +8%
WKWM
833
Walter & Keenan Wealth Management
Indiana
$2.29M +$119K +2,504 +5%
SWM
834
SVA Wealth Management
Wisconsin
$2.29M -$54.7K -1,155 -2%
SSW
835
Smith Shellnut Wilson
Mississippi
$2.29M -$4.17K -88 -0.2%
RHDIC
836
R.H. Dinel Investment Counsel
California
$2.27M +$2.27M +47,850 New
CFSG
837
Community Financial Services Group
Vermont
$2.26M +$82.1K +1,733 +4%
OLA
838
Oliver Luxxe Assets
New Jersey
$2.26M -$107K -2,270 -5%
CCG
839
Cypress Capital Group
Florida
$2.26M -$105K -2,218 -4%
MAA
840
Mraz Amerine & Associates
California
$2.25M +$9.85K +208 +0.4%
IC
841
Investment Counsel
Michigan
$2.23M – – –
WT
842
Washington Trust
Rhode Island
$2.21M -$37.1K -783 -2%
CCWA
843
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.21M -$710 -15 -0%
PFSC
844
Peoples Financial Services Corp
Pennsylvania
$2.21M -$56.8K -1,200 -3%
CC
845
Cadinha & Co
Hawaii
$2.21M -$24.3K -513 -1%
HA
846
Hamel Associates
New Jersey
$2.2M -$22.5K -475 -1%
CIC
847
Carnegie Investment Counsel
Ohio
$2.19M -$22.2K -468 -1%
NG
848
Northstar Group
New York
$2.18M -$17.9K -377 -0.8%
HP
849
Hikari Power
Japan
$2.18M – – –
BAM
850
Blueshift Asset Management
New Jersey
$2.17M +$2.17M +45,908 New
32 33
34
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