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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 %
SCM
1276
Schnieders Capital Management
California
$858K -$8.99K -190 -1%
AWM
1277
Avior Wealth Management
Nebraska
$858K -$8.56K -181 -1%
JA
1278
JOYN Advisors
Georgia
$858K +$994 +21 +0.1%
CPIA
1279
Cornell Pochily Investment Advisors
New York
$857K +$69.6K +1,470 +9%
BAM
1280
Bruderman Asset Management
New York
$856K +$440K +9,294 +106%
JGUA
1281
John G. Ullman & Associates
New York
$855K – – –
AWA
1282
AmeriServ Wealth Advisors
Pennsylvania
$855K +$141K +2,985 +20%
MAM
1283
Mastrapasqua Asset Management
Tennessee
$853K -$1.89K -40 -0.2%
HWA
1284
Heritage Wealth Advisors
Virginia
$853K +$5.63K +119 +0.7%
MFWM
1285
Motley Fool Wealth Management
Virginia
$852K -$10.4K -219 -1%
ROTUOC
1286
Regents of the University of California
California
$852K – – –
PCA
1287
Private Capital Advisors
Connecticut
$852K – – –
PHS
1288
Pekin Hardy Strauss
Illinois
$852K +$54.5K +1,150 +7%
DI
1289
DAGCO Inc
Ohio
$851K +$851K +17,978 New
AQA
1290
Alpha Quant Advisors
Texas
$846K +$846K +17,858 New
TA
1291
Tiedemann Advisors
New York
$842K -$103K -2,175 -11%
PIA
1292
Peachtree Investment Advisors
Georgia
$841K – – –
FMTCOCP
1293
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$840K -$121K -2,200 -13%
JFA
1294
JNBA Financial Advisors
Minnesota
$839K +$548K +11,562 +188%
SP
1295
Successful Portfolios
Florida
$838K -$4.36K -92 -0.5%
JMFC
1296
J.M. Forbes & Co
Massachusetts
$832K – – –
SGI
1297
Summit Global Investments
Utah
$830K -$109K -2,300 -12%
SFM
1298
Signet Financial Management
New Jersey
$829K +$1.04K +22 +0.1%
B
1299
Brightworth
Georgia
$828K -$743K -15,695 -47%
DK
1300
Darrell & King
Virginia
$825K – – –
50 51
52
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