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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 %
WIC
1326
Whitegate Investment Counselors
New Hampshire
$700K -$62.9K -1,361 -8%
AWA
1327
AmeriServ Wealth Advisors
Pennsylvania
$696K +$5.36K +116 +0.8%
IR
1328
IAT Reinsurance
New York
$693K – – –
YMRC
1329
Yorktown Management & Research Company
Virginia
$693K – – –
PAWC
1330
P.A.W. Capital
Connecticut
$693K – – –
WC
1331
Whitney & Co
New York
$691K -$20.2K -410 -3%
SS
1332
Sunbelt Securities
Texas
$690K -$189K -4,093 -21%
GIA
1333
Granite Investment Advisors
New Hampshire
$688K -$26.7K -578 -4%
UF
1334
Univest Financial
Pennsylvania
$687K -$62.7K -1,357 -8%
HT
1335
HAP Trading
New York
$685K -$501K -10,835 -42%
AFP
1336
Ausdal Financial Partners
Iowa
$682K -$32.6K -706 -5%
SIAP
1337
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$676K – – –
PP
1338
Paloma Partners
Connecticut
$675K -$864K -18,719 -56%
MGIA
1339
Moneta Group Investment Advisors
Missouri
$675K -$527K -11,397 -44%
FNBTCON
1340
First National Bank & Trust Co of Newtown
Pennsylvania
$675K – – –
TW
1341
Transform Wealth
Colorado
$674K -$300K -6,500 -31%
SOAMC
1342
Spirit of America Management Corp
New York
$674K – – –
JDR
1343
Jay D. Rosenbaum
$674K +$674K +14,584 New
ANBT
1344
American National Bank & Trust
Texas
$671K -$19.2K -416 -3%
ACP
1345
Ashfield Capital Partners
California
$668K – – –
SCP
1346
Sandhill Capital Partners
New York
$666K +$30.8K +666 +5%
WFG
1347
Wills Financial Group
Virginia
$662K -$46.3K -1,003 -7%
HCM
1348
Hodges Capital Management
Texas
$662K -$9.7K -210 -1%
GC
1349
Garde Capital
Washington
$662K +$19.9K +400 +3%
BRWM
1350
B. Riley Wealth Management
Tennessee
$662K +$662K +14,341 New
52 53
54
55 56