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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 %
MSFP
1101
Mark Sheptoff Financial Planning
Connecticut
$1.25M -$90.3K -1,907 -7%
BP
1102
Ballentine Partners
Massachusetts
$1.25M -$48.4K -1,022 -4%
SIAG
1103
Signet Investment Advisory Group
Rhode Island
$1.24M +$1.24M +26,228 New
QCG
1104
Quadrant Capital Group
Ohio
$1.24M +$19.9K +428 +2%
FPCG
1105
Fort Pitt Capital Group
Pennsylvania
$1.23M +$201K +4,237 +19%
VFA
1106
Valeo Financial Advisors
Indiana
$1.23M -$90.5K -1,912 -7%
RGC
1107
Roberts, Glore & Co
Illinois
$1.23M -$17.8K -375 -1%
CAM
1108
Claret Asset Management
Quebec, Canada
$1.23M -$20.8K -439 -2%
WA
1109
Waverly Advisors
Alabama
$1.23M -$887K -18,732 -42%
MA
1110
Mutual Advisors
Nebraska
$1.23M +$6.91K +146 +0.6%
CI
1111
CAZ Investments
Texas
$1.23M – – –
GFS
1112
GYL Financial Synergies
Connecticut
$1.22M +$1.22M +25,795 New
UAS
1113
United Asset Strategies
New York
$1.22M +$27.6K +583 +2%
JGIA
1114
Jackson Grant Investment Advisers
Connecticut
$1.22M +$21.3K +449 +2%
AB
1115
Atlas Brown
Kentucky
$1.21M +$20.8K +440 +2%
WA
1116
WealthTrust Axiom
Pennsylvania
$1.21M – – –
CPA
1117
Court Place Advisors
Maryland
$1.21M -$2.65K -56 -0.2%
KWM
1118
Kingsview Wealth Management
Oregon
$1.21M -$11.7K -247 -1%
BJL
1119
Brighton Jones LLC
Washington
$1.21M +$398K +8,393 +49%
CIM
1120
CenturyLink Investment Management
Colorado
$1.2M – – –
WA
1121
Wheatland Advisors
Pennsylvania
$1.2M – – –
RMC
1122
Resources Management Corp
Connecticut
$1.2M -$82.8K -1,750 -6%
GRP
1123
Global Retirement Partners
California
$1.2M +$23K +485 +2%
FIM
1124
Frontier Investment Management
Texas
$1.2M +$127K +2,693 +12%
PI
1125
PEAK6 Investments
Illinois
$1.2M +$1.2M +25,297 New
43 44
45
46 47