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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 %
FNBOSM
1351
First National Bank of South Miami
Florida
$745K +$745K +15,482 New
DA
1352
Doliver Advisors
Texas
$742K -$139K -2,932 -16%
DIS
1353
Diversified Investment Strategies
Louisiana
$740K -$51.2K -1,080 -6%
LC
1354
LCNB Corp
Ohio
$738K -$14.4K -304 -2%
LIM
1355
Lathrop Investment Management
Arkansas
$732K +$568 +12 +0.1%
CPO
1356
Cerity Partners OCIO
New York
$731K -$210K -4,441 -22%
SWMG
1357
Signature Wealth Management Group
Georgia
$731K – – –
SIAP
1358
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$731K +$38.6K +816 +6%
IC
1359
Inscription Capital
Texas
$731K +$731K +15,445 New
PWPS
1360
Pinnacle Wealth Planning Services
Ohio
$729K +$68.3K +1,441 +10%
MAM
1361
Morse Asset Management
Connecticut
$728K – – –
CCG
1362
Ceeto Capital Group
Florida
$727K – – –
OMC
1363
Overbrook Management Corp
New York
$726K -$9.71K -205 -1%
MC
1364
Middleton & Co
Massachusetts
$724K -$14.2K -300 -2%
ANI
1365
American National Insurance
Texas
$724K – – –
SS
1366
Sunbelt Securities
Texas
$722K +$14.7K +310 +2%
SIM
1367
Sadoff Investment Management
Wisconsin
$722K +$94.7K +2,000 +15%
CAM
1368
Cresset Asset Management
Illinois
$720K +$720K +15,215 New
CG
1369
Corundum Group
Colorado
$720K +$720K +15,216 New
SC
1370
Saybrook Capital
North Carolina
$719K -$50.5K -1,068 -7%
NIT
1371
NumerixS Investment Technologies
British Columbia, Canada
$719K +$719K +15,242 New
GLA
1372
Good Life Advisors
Pennsylvania
$718K +$175K +3,704 +32%
WIC
1373
Whitegate Investment Counselors
New Hampshire
$717K – – –
JDR
1374
Jay D. Rosenbaum
$717K +$26.1K +550 +4%
AFG
1375
Albion Financial Group
Utah
$712K -$6.72K -142 -0.9%
53 54
55
56 57