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Coca-Cola
KO

Overview Fund Activity

2,115 hedge funds and large institutions have $160B invested in Coca-Cola in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 830 increasing their positions, 891 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+22
Holders Change %
+1.05%
% of All Funds
46.45%
Holding in Top 10
109
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.29%
% of All Funds
2.39%
New
109
Increased
830
Reduced
891
Closed
71
Calls
$1.53B
Puts
$1.22B
Net Calls
+$308M
Net Calls Change
-$38.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$587M
2
Morgan Stanley
Morgan Stanley
New York
+$459M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
UBS AM
UBS AM
Illinois
+$227M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$425M
2
ClearBridge Investments
ClearBridge Investments
New York
-$424M
3
Capital International Investors
Capital International Investors
California
-$282M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$271M
5
Citadel Advisors
Citadel Advisors
Florida
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
851
Schonfeld Strategic Advisors
New York
$2.74M +$2.3M +42,312 +525%
IA
852
IFG Advisory
Georgia
$2.74M -$267K -4,912 -9%
BSW
853
Buckingham Strategic Wealth
Missouri
$2.73M -$60.4K -1,109 -2%
EB
854
Eastern Bank
Massachusetts
$2.72M -$5.44K -100 -0.2%
WSCM
855
Wellington Shields Capital Management
New York
$2.71M -$103K -1,900 -4%
SSW
856
Smith Shellnut Wilson
Mississippi
$2.69M +$48.1K +884 +2%
AUB
857
Atlantic Union Bankshares
Virginia
$2.67M -$73K -1,341 -3%
BOTW
858
Bank of the West
California
$2.67M -$774K -14,227 -23%
FDCC
859
Foster Dykema Cabot & Co
Massachusetts
$2.66M -$131K -2,400 -5%
BTW
860
Boston Trust Walden
Massachusetts
$2.65M – – –
RWA
861
Ropes Wealth Advisors
Massachusetts
$2.65M -$19.8K -363 -0.7%
ACM
862
Allred Capital Management
Texas
$2.64M -$51.8K -948 -2%
SBWIC
863
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.64M +$10.9K +200 +0.4%
LNC
864
Lincoln National Corp
Pennsylvania
$2.63M +$333K +6,116 +14%
WKWM
865
Walter & Keenan Wealth Management
Indiana
$2.63M -$11.2K -205 -0.4%
HW
866
Hedeker Wealth
Illinois
$2.63M -$12.7K -233 -0.5%
BO
867
BRR OpCo
Ohio
$2.62M +$124K +2,278 +5%
WP
868
WMS Partners
Maryland
$2.61M +$114K +2,086 +5%
NWP
869
Northstar Wealth Partners
Connecticut
$2.61M +$3.05K +56 +0.1%
RHDIC
870
R.H. Dinel Investment Counsel
California
$2.61M – – –
BHC
871
Bowen Hanes & Co
Florida
$2.61M +$454K +8,335 +21%
AAS
872
Avantax Advisory Services
Texas
$2.6M +$125K +2,297 +5%
IC
873
Investment Counsel
Michigan
$2.59M – – –
CIC
874
Carnegie Investment Counsel
Ohio
$2.59M +$33.1K +608 +1%
FWM
875
Frontier Wealth Management
Missouri
$2.59M +$574K +10,534 +29%
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35
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