KO icon

Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
1376
Marino Stram & Associates
Massachusetts
$776K +$44.8K +879 +6%
JIP
1377
Jaffetilchin Investment Partners
Florida
$773K +$773K +15,184 New
TCM
1378
Telos Capital Management
California
$771K -$35.3K -692 -4%
FC
1379
Forte Capital
New York
$771K +$5.96K +117 +0.8%
WIC
1380
Whitegate Investment Counselors
New Hampshire
$766K -$5.09K -100 -0.7%
SIM
1381
Sadoff Investment Management
Wisconsin
$766K – – –
IMOV
1382
Investment Management of Virginia
Virginia
$765K -$765K -15,025 -50%
IR
1383
IAT Reinsurance
New York
$764K – – –
ABTD
1384
Arvest Bank Trust Division
Oklahoma
$763K -$76.9K -1,511 -9%
TA
1385
Tiedemann Advisors
New York
$762K -$119K -2,309 -13%
ONST
1386
Old North State Trust
North Carolina
$755K -$9.16M -180,029 -92%
ECM
1387
EagleClaw Capital Management
Massachusetts
$754K -$328K -6,450 -30%
BCA
1388
Berman Capital Advisors
Georgia
$753K +$45.3K +891 +6%
SGI
1389
Summit Global Investments
Utah
$752K +$117K +2,305 +18%
ECM
1390
Estabrook Capital Management
New York
$749K – – –
BIM
1391
Beach Investment Management
Pennsylvania
$746K – – –
FNBOSM
1392
First National Bank of South Miami
Florida
$745K -$60K -1,140 -7%
11A
1393
10-15 Associates
New York
$745K +$8.51K +167 +1%
WRM
1394
Weybosset Research & Management
Rhode Island
$744K -$2.55K -50 -0.3%
FNBTCON
1395
First National Bank & Trust Co of Newtown
Pennsylvania
$744K – – –
PFGIA
1396
Patriot Financial Group Insurance Agency
Massachusetts
$744K +$109K +2,093 +17%
IWS
1397
Insight Wealth Strategies
California
$739K +$82.6K +1,622 +13%
GIA
1398
Granite Investment Advisors
New Hampshire
$737K – – –
HTHT
1399
Hemenway Trust Hemenway Trust
New Hampshire
$732K -$20.9K -410 -3%
ACP
1400
Ashfield Capital Partners
California
$731K -$6.37K -125 -0.9%
54 55
56
57 58