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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
1226
OmniStar Financial Group
North Carolina
$886K +$886K +19,328 New
MIH
1227
Madison Investment Holdings
Wisconsin
$885K -$97.5K -2,124 -10%
KFS
1228
Kurt F. Somerville
$879K +$336K +7,325 +62%
KFA
1229
Kays Financial Advisory
Georgia
$876K +$33.4K +729 +4%
HCC
1230
Hirtle Callaghan & Co
Pennsylvania
$872K – – –
SAM
1231
Summit Asset Management
Tennessee
$872K +$2.02K +44 +0.2%
SS
1232
Sunbelt Securities
Texas
$867K +$4.45K +97 +0.5%
JFA
1233
JNBA Financial Advisors
Minnesota
$863K -$7.25K -158 -0.8%
PHS
1234
Pekin Hardy Strauss
Illinois
$863K +$13K +283 +2%
SFM
1235
Signet Financial Management
New Jersey
$862K +$229 +5 +0%
SFPIA
1236
Stevens First Principles Investment Advisors
California
$861K -$16.3K -355 -2%
CGA
1237
Crescent Grove Advisors
Illinois
$859K – – –
BBWA
1238
Bell & Brown Wealth Advisors
California
$859K +$859K +18,717 New
CHA
1239
Cedar Hill Associates
Illinois
$853K +$74.5K +1,625 +10%
BFPW
1240
BOK Financial Private Wealth
Colorado
$852K -$45.9K -1,000 -5%
NIMI
1241
Natixis Investment Managers International
France
$849K -$10.4M -226,824 -92%
MWM
1242
Mission Wealth Management
California
$849K +$61.7K +1,344 +8%
MSU
1243
Mizuho Securities USA
New York
$849K +$147K +3,199 +21%
HTHT
1244
Hemenway Trust Hemenway Trust
New Hampshire
$847K -$25.2K -550 -3%
FAN
1245
Financial Advisors Network
California
$845K -$12.6K -275 -1%
AMG
1246
Advisors Management Group
Wisconsin
$844K -$3.21K -70 -0.4%
LRPA
1247
L. Roy Papp & Associates
Arizona
$843K +$1.24K +27 +0.1%
DAS
1248
Dynamic Advisor Solutions
Arizona
$841K +$62.2K +1,357 +8%
SP
1249
Successful Portfolios
Florida
$840K +$840K +18,304 New
GC
1250
Grimes & Company
Massachusetts
$839K +$11.5K +250 +1%
48 49
50
51 52