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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 %
GSBTD
1201
Glenview State Bank Trust Department
Illinois
$890K -$11K -250 -1%
SC
1202
Stralem & Co
New York
$886K – – –
SSWM
1203
Smith Salley Wealth Management
North Carolina
$886K +$12.4K +282 +1%
SFSG
1204
Stearns Financial Services Group
North Carolina
$882K -$61.1K -1,393 -6%
TA
1205
Tiedemann Advisors
New York
$875K -$104K -2,334 -11%
Jones Financial Companies
1206
Jones Financial Companies
Missouri
$874K -$113K -2,583 -11%
FWP
1207
FAS Wealth Partners
Kansas
$874K -$5.83K -133 -0.7%
LJAC
1208
L.J. Altfest & Co
New York
$872K -$48.5K -1,107 -5%
ERIM
1209
Eagle Ridge Investment Management
Connecticut
$872K – – –
IP
1210
Investment Partners
Ohio
$868K -$98.8K -2,253 -10%
BCM
1211
Blume Capital Management
California
$868K -$8.77K -200 -1%
BBWA
1212
Bell & Brown Wealth Advisors
California
$868K +$12.1K +276 +1%
SMC
1213
Smith, Moore & Co
Missouri
$865K +$24.1K +549 +3%
BPB
1214
Badgley, Phelps & Bell
Washington
$860K +$3.11K +71 +0.4%
ECM
1215
EagleClaw Capital Management
Massachusetts
$858K -$52.7K -1,200 -6%
TC
1216
Truvestments Capital
Florida
$858K +$858K +19,563 New
SFSIG
1217
San Francisco Sentry Investment Group
California
$857K -$693K -15,798 -45%
MWM
1218
Mission Wealth Management
California
$854K +$1.01K +23 +0.1%
DJSG
1219
D.J. St. Germain
Massachusetts
$852K -$16.2K -370 -2%
DA
1220
Doliver Advisors
Texas
$851K +$20.5K +467 +2%
LSAG
1221
Lake Street Advisors Group
New Hampshire
$848K +$2.02K +46 +0.2%
RTS
1222
Round Table Services
New Jersey
$847K +$28.7K +654 +4%
Simplex Trading
1223
Simplex Trading
Illinois
$846K +$463K +10,561 +121%
SFM
1224
Signature Financial Management
Virginia
$843K -$101K -2,296 -11%
CAM
1225
Carret Asset Management
New York
$838K -$1.05K -24 -0.1%
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