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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 %
PWSG
1251
Pacific Wealth Strategies Group
California
$797K -$28K -639 -3%
CL
1252
CPWM LLC
Washington
$797K +$1.76K +40 +0.2%
JFA
1253
JNBA Financial Advisors
Minnesota
$796K -$17.7K -403 -2%
DK
1254
Darrell & King
Virginia
$795K +$4.39K +100 +0.6%
ABTD
1255
Arvest Bank Trust Division
Oklahoma
$791K +$40.7K +930 +5%
KA
1256
Kovack Advisors
Florida
$791K +$236K +5,380 +42%
GP
1257
Girard Partners
Pennsylvania
$790K -$237K -5,406 -23%
ROTUOC
1258
Regents of the University of California
California
$789K – – –
PCA
1259
Private Capital Advisors
Connecticut
$789K – – –
Kovitz Investment Group Partners
1260
Kovitz Investment Group Partners
Illinois
$788K -$41.5K -945 -5%
SP
1261
Successful Portfolios
Florida
$786K -$6.75K -154 -0.9%
PIA
1262
Peachtree Investment Advisors
Georgia
$785K -$87.7K -2,000 -10%
MAM
1263
Mastrapasqua Asset Management
Tennessee
$780K -$63.1K -1,440 -7%
JMFC
1264
J.M. Forbes & Co
Massachusetts
$779K +$7.9K +180 +1%
B
1265
Brightworth
Georgia
$778K -$304K -6,934 -28%
HWA
1266
Heritage Wealth Advisors
Virginia
$778K -$8.75K -200 -1%
KFS
1267
Kurt F. Somerville
$778K -$4.39K -100 -0.6%
FMTCOCP
1268
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$776K – – –
CG
1269
CFO4Life Group
Texas
$776K +$776K +17,698 New
PCM
1270
Parsons Capital Management
Rhode Island
$766K +$5.09K +116 +0.7%
SFM
1271
Signet Financial Management
New Jersey
$766K +$15.5K +353 +2%
PHS
1272
Pekin Hardy Strauss
Illinois
$765K -$16.7K -381 -2%
MIH
1273
Madison Investment Holdings
Wisconsin
$765K +$1.01K +23 +0.1%
PFBT
1274
Parkside Financial Bank & Trust
Missouri
$763K +$29.3K +669 +4%
MYIA
1275
Mount Yale Investment Advisors
Colorado
$760K +$29K +662 +4%
49 50
51
52 53