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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 %
NCM
1326
Next Capital Management
New York
$784K +$784K +16,565 New
UWPG
1327
Ullmann Wealth Partners Group
Florida
$783K -$308K -6,500 -28%
IIC
1328
Ironwood Investment Counsel
Arizona
$780K +$17.7K +375 +2%
TW
1329
Transform Wealth
Colorado
$777K +$85.3K +1,800 +12%
GP
1330
Girard Partners
Pennsylvania
$773K +$12.9K +273 +2%
BMCM
1331
Bryn Mawr Capital Management
Pennsylvania
$766K -$22.5K -474 -3%
JWA
1332
JFS Wealth Advisors
Pennsylvania
$765K -$8.38K -177 -1%
CGL
1333
Clarius Group LLC
Washington
$764K +$166K +3,509 +28%
UF
1334
Univest Financial
Pennsylvania
$763K +$58.3K +1,230 +8%
VHAM
1335
Van Hulzen Asset Management
California
$760K -$105K -2,218 -12%
MWP
1336
MYCIO Wealth Partners
Pennsylvania
$760K +$19.2K +406 +3%
NIMI
1337
Natixis Investment Managers International
France
$758K -$7.22M -152,339 -90%
AC
1338
Abbrea Capital
California
$758K +$6.87K +145 +0.9%
AA
1339
ALPS Advisors
Colorado
$756K -$48.1M -1,015,366 -98%
MCM
1340
Maryland Capital Management
Maryland
$756K – – –
FBB
1341
Fulton Breakefield Broenniman
Maryland
$755K +$142 +3 +0%
RTS
1342
Round Table Services
New Jersey
$754K -$149K -3,146 -17%
IMOV
1343
Investment Management of Virginia
Virginia
$754K -$45K -950 -6%
NERM
1344
New England Research & Management
Illinois
$753K -$6.91K -146 -0.9%
MCM
1345
Maple Capital Management
Vermont
$752K -$12.8K -271 -2%
PWM
1346
Perigon Wealth Management
California
$752K +$336K +7,101 +81%
AIA
1347
Arbor Investment Advisors
North Carolina
$750K -$995 -21 -0.1%
FI
1348
FormulaFolio Investments
Michigan
$750K – – –
RFA
1349
Reilly Financial Advisors
California
$746K -$56K -1,181 -7%
WP
1350
WealthShield Partners
North Carolina
$745K +$3.45K +73 +0.5%
52 53
54
55 56