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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 %
LJAC
826
L.J. Altfest & Co
New York
$2.49M +$1.56M +33,588 +169%
WWM
827
Western Wealth Management
Colorado
$2.48M +$909K +19,418 +58%
FDCC
828
Foster Dykema Cabot & Co
Massachusetts
$2.47M -$12.6K -269 -0.5%
RAM
829
Roanoke Asset Management
New Jersey
$2.46M +$3.05K +65 +0.1%
HCM
830
Howland Capital Management
Massachusetts
$2.46M -$57.4K -1,225 -2%
CT
831
Clearstead Trust
Maine
$2.46M +$1.93M +41,139 +363%
NPT
832
Nixon Peabody Trust
Massachusetts
$2.46M +$685K +14,630 +39%
TTWM
833
TCV Trust & Wealth Management
Virginia
$2.45M -$130K -2,771 -5%
HW
834
Hedeker Wealth
Illinois
$2.45M +$300K +6,349 +14%
DCM
835
Dupont Capital Management
Delaware
$2.45M +$313K +6,685 +15%
CFSG
836
Community Financial Services Group
Vermont
$2.45M +$207K +4,420 +9%
MMHP
837
Murphy Middleton Hinkle & Parker
Georgia
$2.45M -$3.75K -80 -0.2%
SSB
838
Sandy Spring Bank
Maryland
$2.44M -$11.6K -248 -0.5%
TC
839
Telemus Capital
Michigan
$2.44M +$28K +598 +1%
FMB
840
Field & Main Bank
Kentucky
$2.43M +$2.43M +51,864 New
BFM
841
Boston Financial Management
Massachusetts
$2.43M -$109K -2,331 -4%
WSCM
842
Wellington Shields Capital Management
New York
$2.42M -$2.34K -50 -0.1%
FL
843
Fort LP
Maryland
$2.39M +$717K +15,294 +43%
AFM
844
Andesa Financial Management
Pennsylvania
$2.38M +$1.19M +25,406 +101%
FNBOO
845
First National Bank of Omaha
Nebraska
$2.37M +$33.4K +712 +1%
OAM
846
Oppenheimer Asset Management
New York
$2.37M -$556K -11,874 -19%
TH
847
TCTC Holdings
Texas
$2.35M -$169K -3,600 -7%
RWA
848
Ropes Wealth Advisors
Massachusetts
$2.34M +$11.9K +255 +0.5%
VCA
849
Verdence Capital Advisors
Maryland
$2.34M -$236K -5,030 -9%
MCM
850
Monument Capital Management
Virginia
$2.34M -$65.2K -1,392 -3%
32 33
34
35 36