KO icon

Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWP
1126
Obermeyer Wealth Partners
Colorado
$1.37M +$6.47K +127 +0.5%
BOPW
1127
Brandywine Oak Private Wealth
Pennsylvania
$1.36M +$7.59K +149 +0.6%
JT
1128
Jump Trading
Illinois
$1.36M +$422K +8,294 +45%
BO
1129
Bank OZK
Arkansas
$1.35M -$23.3K -458 -2%
BWAM
1130
Boyd Watterson Asset Management
Ohio
$1.33M -$60.2K -1,183 -4%
AFM
1131
Andesa Financial Management
Pennsylvania
$1.33M -$1.26M -24,587 -49%
JHCP
1132
Jackson Hole Capital Partners
Oklahoma
$1.33M +$91.6K +1,800 +7%
LSV Asset Management
1133
LSV Asset Management
Illinois
$1.32M -$158K -3,100 -11%
MSFP
1134
Mark Sheptoff Financial Planning
Connecticut
$1.32M -$25.5K -500 -2%
BCM
1135
BTR Capital Management
California
$1.32M -$45.1K -886 -3%
FPS
1136
Fieldpoint Private Securities
Connecticut
$1.32M -$21.3K -419 -2%
CAC
1137
Certified Advisory Corp
Florida
$1.32M +$3.67K +72 +0.3%
WA
1138
Waverly Advisors
Alabama
$1.31M +$7.85K +154 +0.6%
KFA
1139
Kays Financial Advisory
Georgia
$1.31M -$1.38K -27 -0.1%
CAM
1140
Claret Asset Management
Quebec, Canada
$1.31M +$9.42K +185 +0.7%
HIC
1141
Holderness Investments Company
North Carolina
$1.31M +$51.5K +1,011 +4%
WA
1142
WealthTrust Axiom
Pennsylvania
$1.3M – – –
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$1.3M -$2.44K -48 -0.2%
SRAM
1144
Stone Ridge Asset Management
New York
$1.3M – – –
RGC
1145
Roberts, Glore & Co
Illinois
$1.3M – – –
MSAM
1146
Moloney Securities Asset Management
Missouri
$1.29M +$1.27K +25 +0.1%
DC
1147
DeDora Capital
California
$1.29M +$4.28K +84 +0.3%
GWMIA
1148
Global Wealth Management Investment Advisory
Florida
$1.29M +$8.3K +163 +0.6%
CIM
1149
CenturyLink Investment Management
Colorado
$1.29M – – –
BAM
1150
Brave Asset Management
New Jersey
$1.29M +$86.8K +1,705 +7%
44 45
46
47 48