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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
1326
Beach Investment Counsel
Pennsylvania
$730K -$22.9K -500 -3%
UWPG
1327
Ullmann Wealth Partners Group
Florida
$730K +$481K +10,453 +193%
SOAMC
1328
Spirit of America Management Corp
New York
$720K – – –
SGI
1329
Summit Global Investments
Utah
$720K +$720K +15,700 New
DJSG
1330
D.J. St. Germain
Massachusetts
$715K +$253K +5,511 +55%
FI
1331
FormulaFolio Investments
Michigan
$708K +$109K +2,369 +18%
AFC
1332
AFT Forsyth & Company
Florida
$707K +$707K +15,405 New
AC
1333
Abbrea Capital
California
$706K +$5.79K +126 +0.8%
CCG
1334
Ceeto Capital Group
Florida
$705K – – –
ANI
1335
American National Insurance
Texas
$702K – – –
JMFC
1336
J.M. Forbes & Co
Massachusetts
$700K +$13.3K +290 +2%
RFA
1337
Reilly Financial Advisors
California
$700K +$18.3K +399 +3%
CRC
1338
Curi RMB Capital
Illinois
$695K +$26.2K +571 +4%
HW
1339
Hancock Whitney
Mississippi
$694K +$34.1K +743 +5%
LPT
1340
Legacy Private Trust
Wisconsin
$692K – – –
GCA
1341
Gideon Capital Advisors
New York
$692K +$692K +15,073 New
RCM
1342
RNC Capital Management
California
$690K -$48.2K -1,050 -7%
AP
1343
Arlington Partners
Alabama
$690K +$690K +15,045 New
RWP
1344
RWA Wealth Partners
Massachusetts
$689K +$24.8K +540 +4%
IR
1345
IAT Reinsurance
New York
$688K – – –
PAWC
1346
P.A.W. Capital
Connecticut
$688K – – –
YMRC
1347
Yorktown Management & Research Company
Virginia
$688K +$688K +15,000 New
AWA
1348
AmeriServ Wealth Advisors
Pennsylvania
$688K +$688K +15,033 New
CAW
1349
Cornerstone Advisors (Washington)
Washington
$686K -$1.01K -22 -0.1%
EWF
1350
Epstein & White Financial
California
$682K +$682K +15,204 New
52 53
54
55 56