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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 %
OWP
1076
Obermeyer Wealth Partners
Colorado
$1.33M -$146K -3,080 -10%
MM
1077
Meridian Management
Arkansas
$1.33M – – –
DI
1078
Diligent Investors
California
$1.33M -$42.2K -892 -3%
BCM
1079
Bayesian Capital Management
New York
$1.33M +$351K +7,400 +36%
PWA
1080
Providence Wealth Advisors
Illinois
$1.33M +$7.88K +167 +0.6%
TCOO
1081
Trust Company of Oklahoma
Oklahoma
$1.32M – – –
WB
1082
Webster Bank
Connecticut
$1.32M -$26.5K -559 -2%
LIA
1083
LBMC Investment Advisors
Tennessee
$1.31M +$12.5K +263 +1%
SLT
1084
St Louis Trust
Missouri
$1.31M – – –
SBSB
1085
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.31M +$852 +18 +0.1%
ESB
1086
Essex Savings Bank
Connecticut
$1.31M +$1.31M +27,578 New
AWA
1087
Arete Wealth Advisors
Illinois
$1.3M +$726K +15,346 +127%
ANRIA
1088
American National Registered Investment Advisor
Texas
$1.3M – – –
FPS
1089
Fieldpoint Private Securities
Connecticut
$1.3M +$561K +11,845 +76%
LHC
1090
Little House Capital
Massachusetts
$1.3M +$1.3M +27,418 New
TC
1091
Toews Corporation
New Jersey
$1.3M +$1.3M +27,400 New
EGA
1092
Eagle Global Advisors
Texas
$1.29M -$109K -2,300 -8%
QC
1093
Quadrature Capital
United Kingdom
$1.29M +$306K +6,476 +31%
BCM
1094
BTR Capital Management
California
$1.29M -$208K -4,400 -14%
CAL
1095
Capital Analysts LLC
Pennsylvania
$1.29M +$55.8K +1,178 +5%
PWP
1096
Private Wealth Partners
California
$1.28M -$7.1K -150 -0.6%
AAM
1097
Augustine Asset Management
Florida
$1.28M – – –
BO
1098
Bank OZK
Arkansas
$1.27M -$225K -4,750 -15%
BOPW
1099
Brandywine Oak Private Wealth
Pennsylvania
$1.26M +$1.26M +26,695 New
BWAM
1100
Boyd Watterson Asset Management
Ohio
$1.25M -$117K -2,479 -9%
42 43
44
45 46