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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 %
AWM
1401
Altavista Wealth Management
North Carolina
$676K +$3.22K +68 +0.5%
Holocene Advisors
1402
Holocene Advisors
New York
$673K -$114M -2,405,068 -99%
HC
1403
Hendley & Co
Ohio
$668K – – –
CQS
1404
Credential Qtrade Securities
$667K +$179K +3,777 +37%
SXL
1405
Summit X LLC
Missouri
$667K -$611K -12,889 -48%
AB
1406
AT Bancorp
Iowa
$667K +$19.2K +405 +3%
B
1407
Bridgeworth
Alabama
$666K +$9.1K +243 +1%
MLIC
1408
Mandatum Life Insurance Company
Finland
$663K – – –
APC
1409
Aspire Private Capital
North Carolina
$662K +$662K +13,985 New
FC
1410
Forte Capital
New York
$660K +$47.3K +1,000 +8%
IDBONY
1411
Israel Discount Bank of New York
New York
$657K -$20.4K -430 -3%
PIP
1412
Peachtree Investment Partners
Florida
$656K +$656K +13,856 New
SPI
1413
Santori & Peters Inc
Pennsylvania
$655K +$655K +13,843 New
HTHT
1414
Hemenway Trust Hemenway Trust
New Hampshire
$649K -$114K -2,400 -15%
MIH
1415
Meitav Investment House
Israel
$647K -$605K -12,773 -48%
WWM
1416
Windsor Wealth Management
Indiana
$647K +$10.5K +222 +2%
FAM
1417
Formidable Asset Management
Ohio
$646K +$77.7K +1,640 +14%
SA
1418
Strategic Advisors
New York
$644K -$3.6K -76 -0.6%
DCM
1419
Dimension Capital Management
Florida
$643K – – –
GC
1420
Garde Capital
Washington
$643K +$13.2K +279 +2%
BWL
1421
Bogart Wealth LLC
Virginia
$642K -$1.99K -42 -0.3%
NI
1422
NFC Investments
Tennessee
$642K +$23.9K +505 +4%
RA
1423
Rational Advisors
New York
$641K +$16K +338 +3%
JFGIW
1424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$637K -$29K -612 -4%
DMK
1425
David M. Knott
$635K – – –
55 56
57
58 59