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Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1301
Legacy Advisors
Pennsylvania
$731K +$367K +7,873 +101%
WP
1302
WealthShield Partners
North Carolina
$730K -$1.72K -37 -0.2%
AF
1303
Allworth Financial
California
$729K +$4.62K +100 +0.6%
LPT
1304
Legacy Private Trust
Wisconsin
$726K +$16.8K +364 +2%
MWP
1305
MYCIO Wealth Partners
Pennsylvania
$723K -$13.7K -296 -2%
MC
1306
Middleton & Co
Massachusetts
$720K -$33.8K -731 -4%
BIC
1307
Beach Investment Counsel
Pennsylvania
$719K -$4.62K -100 -0.6%
FPS
1308
Fieldpoint Private Securities
Connecticut
$719K -$1.16K -25 -0.2%
OMC
1309
Overbrook Management Corp
New York
$718K – – –
SWMG
1310
Signature Wealth Management Group
Georgia
$717K +$154K +3,313 +27%
CCG
1311
Ceeto Capital Group
Florida
$715K – – –
LIM
1312
Lathrop Investment Management
Arkansas
$714K +$71K +1,536 +11%
WPW
1313
Waldron Private Wealth
Pennsylvania
$714K +$256K +5,537 +56%
CG
1314
CFO4Life Group
Texas
$713K -$104K -2,255 -13%
GSC
1315
G&S Capital
Colorado
$712K – – –
CC
1316
Cedar Capital
Illinois
$712K +$81.3K +1,760 +13%
WRM
1317
Weybosset Research & Management
Rhode Island
$710K -$11.5K -249 -2%
JSL
1318
JT Stratford LLC
Georgia
$710K -$7.21K -156 -1%
MAM
1319
Morse Asset Management
Connecticut
$710K – – –
Capstone Investment Advisors
1320
Capstone Investment Advisors
New York
$708K -$516K -11,163 -42%
11A
1321
10-15 Associates
New York
$707K -$36.9K -799 -5%
ANI
1322
American National Insurance
Texas
$707K – – –
KTM
1323
Keeler Thomas Management
Utah
$702K +$111K +2,400 +19%
ECM
1324
Estabrook Capital Management
New York
$701K – – –
AFG
1325
Albion Financial Group
Utah
$701K -$170K -3,675 -19%
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53
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