KO icon

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 %
ZCA
1201
Zeke Capital Advisors
Pennsylvania
$1.01M -$8.7M -183,683 -90%
BAM
1202
Belpointe Asset Management
Nevada
$1.01M +$149K +3,154 +17%
PTC
1203
Philadelphia Trust Company
Pennsylvania
$1.01M +$160K +3,375 +19%
ECM
1204
EagleClaw Capital Management
Massachusetts
$1.01M -$4.98K -105 -0.5%
SWK
1205
Stephen W. Kidder
$1.01M -$4.73K -100 -0.5%
JHCP
1206
Jackson Hole Capital Partners
Oklahoma
$1.01M +$1.01M +21,218 New
NSAM
1207
North Star Asset Management
Wisconsin
$1M -$111K -2,343 -10%
WSC
1208
Wellington Shields & Co
New York
$1M +$121K +2,562 +14%
IA
1209
Icon Advisers
Colorado
$999K -$1.18M -25,000 -54%
PVH
1210
Psagot Value Holdings
Israel
$998K +$108K +2,280 +12%
IUHSA
1211
Itau Unibanco Holding S.A.
Brazil
$994K +$39.7K +859 +4%
SMC
1212
Smith, Moore & Co
Missouri
$993K -$49.4K -1,043 -5%
FC
1213
Ferris Capital
Massachusetts
$993K -$43.7K -923 -4%
FFBTD
1214
First Financial Bank - Trust Division
Ohio
$989K -$3.32K -70 -0.3%
Credit Agricole
1215
Credit Agricole
France
$985K +$56.8K +1,200 +6%
FHA
1216
Flagship Harbor Advisors
Massachusetts
$984K -$474K -10,020 -33%
KFGK
1217
Keystone Financial Group (Kentucky)
Kentucky
$981K -$71.1K -1,500 -7%
BBWA
1218
Bell & Brown Wealth Advisors
California
$979K +$6.77K +143 +0.7%
FIB
1219
First Interstate Bank
Montana
$978K -$54.3K -1,147 -5%
HRC
1220
Hoertkorn Richard Charles
$978K – – –
SAM
1221
Summit Asset Management
Tennessee
$973K +$96.8K +2,045 +11%
FLPIM
1222
F.L. Putnam Investment Management
Massachusetts
$971K +$667K +14,083 +219%
TA
1223
TFG Advisers
Michigan
$969K +$969K +20,468 New
IP
1224
Investment Partners
Ohio
$965K +$4.36K +92 +0.5%
HR
1225
Hayden Royal
North Carolina
$964K +$964K +20,367 New
47 48
49
50 51