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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 %
JWM
901
Jackson Wealth Management
Florida
$1.9M -$9K -193 -0.5%
RIM
902
Rampart Investment Management
Connecticut
$1.9M -$492K -10,389 -21%
PCC
903
Park Circle Company
Maryland
$1.89M – – –
MBA
904
McQueen Ball & Associates
Pennsylvania
$1.89M +$189 +4 +0%
LBG
905
Lloyds Banking Group
United Kingdom
$1.89M – – –
RIM
906
Regent Investment Management
Kentucky
$1.88M – – –
TC
907
TownSquare Capital
Utah
$1.86M +$1.86M +37,796 New
FI
908
Fosun International
China
$1.85M -$33.3K -700 -2%
PTB
909
Pioneer Trust Bank
Oregon
$1.85M +$183K +3,869 +11%
NFC
910
Northeast Financial Consultants
Connecticut
$1.85M +$1.85M +38,956 New
IIM
911
Ipswich Investment Management
Massachusetts
$1.84M +$116K +2,457 +7%
FBFS
912
First Business Financial Services
Wisconsin
$1.84M -$220K -4,651 -11%
BCM
913
Boltwood Capital Management
California
$1.83M +$3.6K +76 +0.2%
WP
914
WMS Partners
Maryland
$1.83M -$30.5K -643 -2%
EWA
915
EP Wealth Advisors
California
$1.83M -$4.21K -89 -0.2%
DDC
916
DF Dent & Co
Maryland
$1.83M +$7.1K +150 +0.4%
CC
917
Chicago Capital
Illinois
$1.83M -$426 -9 -0%
AWM
918
Altium Wealth Management
New York
$1.83M +$236K +4,975 +15%
PAI
919
Pittenger & Anderson Inc
Nebraska
$1.83M -$27.1K -573 -1%
SIMM
920
Stillwater Investment Management (Minnesota)
Minnesota
$1.82M +$62.4K +1,318 +4%
RMSCM
921
R.M. Sincerbeaux Capital Management
New York
$1.82M – – –
MAA
922
Matrix Asset Advisors
New York
$1.82M +$95 +2 +0%
MHIM
923
MacNealy Hoover Investment Management
Ohio
$1.8M -$47K -992 -3%
AAS
924
Avantax Advisory Services
Texas
$1.8M +$1.8M +38,100 New
CWM
925
Cornerstone Wealth Management
Missouri
$1.8M -$58.6M -1,234,076 -97%
35 36
37
38 39