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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 %
Wolverine Trading
1251
Wolverine Trading
Illinois
$917K -$690K -14,633 -43%
PCM
1252
Parsons Capital Management
Rhode Island
$911K +$72.3K +1,528 +9%
SFM
1253
Signature Financial Management
Virginia
$907K -$3.55K -75 -0.4%
CFMC
1254
Curbstone Financial Management Corp
New Hampshire
$902K – – –
FWP
1255
FAS Wealth Partners
Kansas
$899K -$29K -613 -3%
DJSG
1256
D.J. St. Germain
Massachusetts
$898K -$35.5K -750 -4%
UBV
1257
United Bank (Virginia)
Virginia
$897K +$8.06K +170 +0.9%
CIAS
1258
Capital Investment Advisory Services
North Carolina
$897K +$55.8K +1,178 +7%
CWM
1259
Centric Wealth Management
Illinois
$897K +$897K +18,934 New
WPW
1260
Waldron Private Wealth
Pennsylvania
$896K +$164K +3,464 +22%
HCM
1261
Hodges Capital Management
Texas
$895K +$216K +4,558 +32%
ERIM
1262
Eagle Ridge Investment Management
Connecticut
$892K +$7.2K +152 +0.8%
SKK
1263
Shepherd Kaplan Krochuk
Massachusetts
$889K -$5.49K -116 -0.6%
CGA
1264
Crescent Grove Advisors
Illinois
$889K +$568 +12 +0.1%
GPA
1265
Garrison Point Advisors
California
$882K +$882K +18,631 New
CCMG
1266
Clark Capital Management Group
Pennsylvania
$881K +$6.63K +140 +0.8%
MCM
1267
MAI Capital Management
Ohio
$881K +$49.9K +1,054 +6%
CAM
1268
Carret Asset Management
New York
$878K -$33.2K -700 -4%
1WA
1269
180 Wealth Advisors
Washington
$876K -$28.8K -623 -3%
DCM
1270
Donaldson Capital Management
Indiana
$875K -$309K -6,520 -26%
BMC
1271
Beaton Management Company
Massachusetts
$873K – – –
KFS
1272
Kurt F. Somerville
$871K -$24.9K -525 -3%
SFSIG
1273
San Francisco Sentry Investment Group
California
$869K -$17.9K -378 -2%
WPA
1274
West Paces Advisors
Georgia
$866K -$3.46K -73 -0.4%
AGA
1275
Accuvest Global Advisors
Utah
$864K +$392K +8,280 +83%
49 50
51
52 53