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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 %
MWM
1151
Mission Wealth Management
California
$1.12M +$214K +4,520 +24%
Hudson Bay Capital Management
1152
Hudson Bay Capital Management
Connecticut
$1.12M +$1.12M +23,681 New
DC
1153
DeDora Capital
California
$1.12M +$5.92K +125 +0.5%
FMC
1154
First Merchants Corp
Indiana
$1.12M -$1.66K -35 -0.1%
CBT
1155
Central Bank & Trust
Kentucky
$1.12M +$491K +10,370 +78%
LAIC
1156
Lederer & Associates Investment Counsel
California
$1.12M -$14.2K -300 -1%
CBA
1157
Coastal Bridge Advisors
Connecticut
$1.12M +$4.45K +94 +0.4%
NB
1158
Northwest Bancshares
Pennsylvania
$1.12M -$18.9K -400 -2%
BB
1159
Busey Bank
Illinois
$1.11M -$35.8K -757 -3%
CCFCSB
1160
Cape Cod Five Cents Savings Bank
Massachusetts
$1.11M -$9K -190 -0.8%
CI
1161
Cavalier Investments
Georgia
$1.11M +$1.11M +23,370 New
SWA
1162
Sutton Wealth Advisors
Florida
$1.11M +$10.9K +230 +1%
ST
1163
Spinnaker Trust
Maine
$1.11M +$19.3K +408 +2%
TRAM
1164
Tuscan Ridge Asset Management
Illinois
$1.1M +$1.1M +23,300 New
TPWA
1165
TRUE Private Wealth Advisors
Oregon
$1.1M -$773K -16,318 -41%
ADL
1166
Asset Dedication LLC
California
$1.1M -$519 -11 -0%
NIM
1167
NuWave Investment Management
New Jersey
$1.1M +$499K +10,536 +83%
TCM
1168
Tradition Capital Management
New Jersey
$1.1M +$38.6K +815 +4%
WCM
1169
Whitener Capital Management
North Carolina
$1.1M +$144K +3,050 +15%
JCM
1170
Janney Capital Management
Pennsylvania
$1.09M +$6.96K +147 +0.6%
NFG
1171
Next Financial Group
Texas
$1.08M +$255K +5,393 +31%
CM
1172
Cornerstone Management
Georgia
$1.08M – – –
BFC
1173
Blue Fin Capital
Rhode Island
$1.08M -$26.9K -569 -2%
ATC
1174
Adirondack Trust Company
New York
$1.07M -$521 -11 -0%
FIG
1175
FundX Investment Group
California
$1.07M – – –
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