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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1401
GHP Investment Advisors
Colorado
$567K +$107K +2,449 +23%
GC
1402
Garde Capital
Washington
$566K – – –
IP
1403
Intellectus Partners
California
$565K -$12.7K -286 -2%
KTM
1404
Keeler Thomas Management
Utah
$562K +$101K +2,300 +22%
AF
1405
Alerus Financial
North Dakota
$561K -$1.05K -24 -0.2%
BCM
1406
Bluefin Capital Management
New York
$561K +$561K +12,800 New
CPIG
1407
Chicago Partners Investment Group
Illinois
$559K +$23.3K +531 +4%
AF
1408
Advisornet Financial
Minnesota
$558K -$156K -3,550 -22%
S
1409
SimplyRich
California
$558K – – –
DWT
1410
Dorsey & Whitney Trust
South Dakota
$556K +$140K +3,188 +34%
EA
1411
Elm Advisors
California
$553K -$19.7K -450 -3%
BWL
1412
Bogart Wealth LLC
Virginia
$551K +$12.8K +291 +2%
MSR
1413
Main Street Research
Connecticut
$549K -$154K -3,522 -22%
CT
1414
Clearstead Trust
Maine
$549K -$26.7K -609 -5%
VFPI
1415
Vantage Financial Partners (Illinois)
Illinois
$549K +$43.9K +1,000 +9%
CA
1416
Cambridge Advisors
Nebraska
$548K -$1.93K -44 -0.4%
DWM
1417
Dakota Wealth Management
Florida
$548K +$548K +12,504 New
SCI
1418
Stableford Capital II
Arizona
$543K +$14.5K +331 +3%
JFGIW
1419
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542K -$28.7K -654 -5%
SBA
1420
Secrest Blakey & Associates
North Carolina
$542K +$47.4K +1,073 +10%
SRC
1421
Shufro Rose & Co
New York
$540K – – –
NCM
1422
Nelson Capital Management
California
$539K +$282K +6,440 +110%
KLWA
1423
Kelly Lawrence W & Associates
California
$537K – – –
HFM
1424
Hartford Financial Management
Connecticut
$535K – – –
BA
1425
BKS Advisors
Michigan
$533K +$75K +1,710 +16%
55 56
57
58 59