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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCB
1176
Brian C. Broderick
$945K – – –
BBP
1177
Banco BTG Pactual
Brazil
$945K +$319K +7,270 +51%
JIC
1178
Joel Isaacson & Co
New York
$944K -$25K -571 -3%
MC
1179
Montag & Caldwell
Georgia
$941K -$87.7K -2,000 -9%
HRC
1180
Hoertkorn Richard Charles
$941K -$50.5K -1,150 -5%
FDS
1181
Freedom Day Solutions
Texas
$939K +$13.4K +305 +1%
FFBTD
1182
First Financial Bank - Trust Division
Ohio
$939K +$46.9K +1,069 +5%
WAM
1183
Weatherly Asset Management
California
$935K +$1.23K +28 +0.1%
HCM
1184
Hall Capital Management
Rhode Island
$935K +$9.22K +210 +1%
FPCG
1185
Fort Pitt Capital Group
Pennsylvania
$932K -$311K -7,083 -25%
CRC
1186
Curi RMB Capital
Illinois
$928K +$50.9K +1,161 +6%
TW
1187
Transform Wealth
Colorado
$925K -$101K -2,300 -10%
LKIM
1188
Lawson Kroeker Investment Management
Nebraska
$925K -$21.9K -500 -2%
AWA
1189
ARS Wealth Advisors
Florida
$925K +$80.8K +1,843 +10%
DWM
1190
Darwin Wealth Management
Florida
$918K +$693K +15,830 +308%
SXL
1191
Summit X LLC
Missouri
$909K +$161K +3,663 +21%
BIAS
1192
Beacon Investment Advisory Services
New Jersey
$907K -$34.2K -780 -4%
DBRC
1193
D.B. Root & Company
Pennsylvania
$906K -$5.75K -131 -0.6%
UBV
1194
United Bank (Virginia)
Virginia
$904K -$102K -2,335 -10%
GC
1195
Grimes & Company
Massachusetts
$898K -$36.7K -836 -4%
SCM
1196
Schnieders Capital Management
California
$898K -$4.61K -105 -0.5%
WCM
1197
Whitener Capital Management
North Carolina
$897K +$2.19K +50 +0.2%
AAM
1198
Autus Asset Management
Arizona
$897K +$4.91K +112 +0.6%
ST
1199
Spinnaker Trust
Maine
$895K -$199K -4,547 -18%
PH
1200
Pinnacle Holdings
Oklahoma
$891K -$24.7K -563 -3%
46 47
48
49 50