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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 %
Dodge & Cox
1051
Dodge & Cox
California
$1.4M -$25.8K -544 -2%
LNC
1052
Lincoln National Corp
Pennsylvania
$1.39M -$13.6K -288 -1%
SC
1053
Savant Capital
Illinois
$1.39M +$27K +570 +2%
AIA
1054
AIMZ Investment Advisors
California
$1.39M -$89.5K -1,891 -6%
BIM
1055
Beach Investment Management
Pennsylvania
$1.39M +$1.39M +29,320 New
CP
1056
Camelot Portfolios
Ohio
$1.39M -$11.2K -237 -0.8%
LSV Asset Management
1057
LSV Asset Management
Illinois
$1.38M -$56.8K -1,200 -4%
RM
1058
Resource Management
Louisiana
$1.37M +$1.33K +28 +0.1%
WCM
1059
Weld Capital Management
New York
$1.37M +$1.37M +29,022 New
CG
1060
Colony Group
Massachusetts
$1.37M -$100K -2,112 -7%
TAM
1061
Taurus Asset Management
New York
$1.37M – – –
MJRIC
1062
Mogy Joel R Investment Counsel
California
$1.37M – – –
NCM
1063
Novare Capital Management
North Carolina
$1.36M -$29.8K -630 -2%
OWA
1064
Outlook Wealth Advisors
Texas
$1.36M +$1.36M +2,874 New
SNBOSD
1065
Security National Bank of So Dak
Iowa
$1.36M -$11.4K -240 -0.8%
FAIM
1066
Financial Advocates Investment Management
Washington
$1.35M +$15.3K +323 +1%
HFBOT
1067
Home Federal Bank of Tennessee
Tennessee
$1.35M – – –
YWP
1068
YorkBridge Wealth Partners
New York
$1.35M +$1.8K +38 +0.1%
AAM
1069
Azzad Asset Management
Virginia
$1.35M -$167K -3,533 -11%
Edgewood Management
1070
Edgewood Management
Connecticut
$1.35M -$239K -5,040 -15%
CF
1071
CNA Financial
Illinois
$1.35M – – –
MAFM
1072
Mid Atlantic Financial Management
Pennsylvania
$1.35M +$1.35M +28,431 New
MSAM
1073
Moloney Securities Asset Management
Missouri
$1.34M -$198K -4,173 -13%
BSPF
1074
British Steel Pension Fund
United Kingdom
$1.34M +$1.34M +28,937 New
APG
1075
Abacus Planning Group
South Carolina
$1.34M +$18.7K +396 +1%
41 42
43
44 45