KO icon

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 %
BC
976
Burney Company
Virginia
$1.62M +$19K +402 +1%
AWM
977
Aevitas Wealth Management
Massachusetts
$1.62M -$4.55K -96 -0.3%
FHB
978
First Hawaiian Bank
Hawaii
$1.6M -$234K -4,941 -13%
HCM
979
Highlander Capital Management
New Jersey
$1.6M – – –
THWM
980
Taylor Hoffman Wealth Management
Virginia
$1.6M -$3.84K -81 -0.2%
IB
981
Intrust Bank
Kansas
$1.6M -$37.1K -785 -2%
BE
982
Bonness Enterprises
District of Columbia
$1.59M – – –
WWM
983
Western Wealth Management
Colorado
$1.59M +$1.59M +33,520 New
BS
984
Boenning & Scattergood
Pennsylvania
$1.58M -$80.3K -1,696 -5%
LBC
985
Lawrence B. Cohen
$1.58M +$41.6K +878 +3%
GWMIA
986
Global Wealth Management Investment Advisory
Florida
$1.58M +$1.58M +33,395 New
CHJWM
987
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.58M -$35.4K -748 -2%
DAM
988
Delta Asset Management
Tennessee
$1.58M +$161K +3,400 +11%
RCG
989
Ruane, Cunniff & Goldfarb
New York
$1.57M -$166K -3,500 -10%
ICP
990
Ironvine Capital Partners
Nebraska
$1.57M – – –
SHCM
991
Stokes & Hubbell Capital Management
Louisiana
$1.57M +$994 +21 +0.1%
BWP
992
BSW Wealth Partners
Colorado
$1.56M -$104K -2,200 -6%
OBGC
993
O'Brien Greene & Co
Pennsylvania
$1.56M +$1.56M +33,027 New
JCM
994
Jag Capital Management
Missouri
$1.56M -$94.3K -1,992 -6%
MCG
995
MACRO Consulting Group
New Jersey
$1.55M +$1.55M +32,809 New
AWM
996
Alterna Wealth Management
Texas
$1.55M +$1.55M +34,541 New
FHA
997
First Horizon Advisors
Tennessee
$1.54M -$70.7K -1,494 -4%
CCA
998
Cobblestone Capital Advisors
New York
$1.54M -$37.6K -795 -2%
LM
999
Lincluden Management
Ontario, Canada
$1.54M -$1.42M -30,090 -48%
RCM
1000
RB Capital Management
Nevada
$1.54M +$8.05K +170 +0.5%
38 39
40
41 42