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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 %
LKIM
1226
Lawson Kroeker Investment Management
Nebraska
$961K -$23.7K -500 -2%
SSWM
1227
Smith Salley Wealth Management
North Carolina
$960K -$9.42K -199 -1%
BCM
1228
Blume Capital Management
California
$956K -$28.4K -600 -3%
PH
1229
Pinnacle Holdings
Oklahoma
$953K -$5.73K -121 -0.6%
CBU
1230
CIBC Bank USA
Illinois
$951K -$135K -2,861 -12%
PFS
1231
Prospera Financial Services
Texas
$950K -$46K -968 -5%
RC
1232
RegentAtlantic Capital
New Jersey
$950K +$317K +6,686 +50%
SWM
1233
Segment Wealth Management
Texas
$948K -$296K -6,258 -24%
GSBTD
1234
Glenview State Bank Trust Department
Illinois
$947K -$14.2K -300 -1%
BPB
1235
Badgley, Phelps & Bell
Washington
$943K -$7.91K -167 -0.8%
LJAC
1236
L.J. Altfest & Co
New York
$942K -$4.78K -101 -0.5%
FTC
1237
Farmers Trust Company
Ohio
$940K -$19K -400 -2%
NIA
1238
Northstar Investment Advisors
Colorado
$936K -$146K -3,085 -14%
OIA
1239
OneDigital Investment Advisors
Kansas
$934K +$111K +2,338 +13%
Kovitz Investment Group Partners
1240
Kovitz Investment Group Partners
Illinois
$932K +$71K +1,500 +8%
BRWM
1241
B. Riley Wealth Management
Tennessee
$930K +$251K +5,292 +37%
SFSG
1242
Stearns Financial Services Group
North Carolina
$929K -$19.2K -405 -2%
CI
1243
CX Institutional
Indiana
$928K +$928K +19,589 New
BCB
1244
Brian C. Broderick
$927K -$10.7K -225 -1%
AP
1245
Arlington Partners
Alabama
$925K – – –
ECM
1246
Evergreen Capital Management
Washington
$925K +$105K +2,227 +13%
KTM
1247
Keeler Thomas Management
Utah
$924K +$204K +4,300 +28%
SFI
1248
Susquehanna Fundamental Investments
Pennsylvania
$922K – – –
TA
1249
TCG Advisors
Texas
$922K +$922K +19,473 New
AAM
1250
Autus Asset Management
Arizona
$921K -$33.2K -700 -3%
48 49
50
51 52