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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 %
EM
951
Excalibur Management
Massachusetts
$1.72M -$25.1K -530 -1%
LW
952
Linscomb Wealth
Texas
$1.72M -$4.36K -92 -0.3%
DBRC
953
D.B. Root & Company
Pennsylvania
$1.72M +$708K +14,962 +70%
RIL
954
Rothschild Investment LLC
Illinois
$1.71M -$235K -4,959 -12%
TPA
955
Trivium Point Advisory
Connecticut
$1.71M +$1.71M +36,012 New
SNBOSCI
956
Security National Bank of Sioux City Iowa
Iowa
$1.7M -$2.84K -60 -0.2%
OPTFSNA
957
Old Point Trust & Financial Services N A
Virginia
$1.7M -$258K -5,449 -13%
MBTD
958
Mechanics Bank - Trust Department
California
$1.7M -$27.2K -575 -2%
LWAC
959
Laurel Wealth Advisors (California)
California
$1.69M -$160K -3,388 -9%
FL
960
Fort LP
Maryland
$1.69M +$731K +15,440 +76%
Cetera Investment Advisers
961
Cetera Investment Advisers
Illinois
$1.69M -$11.9K -250 -0.7%
KCPG
962
Kavar Capital Partners Group
Kansas
$1.69M +$37.9K +800 +2%
PCM
963
Penserra Capital Management
California
$1.68M -$442K -9,332 -21%
EDRH
964
Edmond de Rothschild Holding
Switzerland
$1.68M -$239K -5,048 -12%
WHG
965
Westwood Holdings Group
Texas
$1.68M +$521 +11 +0%
PIM
966
Penobscot Investment Management
Massachusetts
$1.67M -$35K -740 -2%
AFS
967
Access Financial Services
Minnesota
$1.66M -$32.3K -682 -2%
DAS
968
Dynamic Advisor Solutions
Arizona
$1.65M -$6.63K -140 -0.4%
VNA
969
Valley National Advisers
Pennsylvania
$1.65M -$33.4K -705 -2%
MGIA
970
Moneta Group Investment Advisors
Missouri
$1.64M +$952K +20,095 +138%
TYCC
971
Texas Yale Capital Corp
Florida
$1.64M +$14.7K +310 +0.9%
SLF
972
Sun Life Financial
Ontario, Canada
$1.64M -$145K -3,065 -8%
VIA
973
Vident Investment Advisory
Georgia
$1.63M +$213K +4,493 +15%
APA
974
American Portfolios Advisors
New York
$1.62M -$99.6K -2,104 -6%
MNBTD
975
Moody National Bank Trust Division
Texas
$1.62M +$109K +2,303 +7%
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