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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1426
Cubic Asset Management
Massachusetts
$541K – – –
AZA
1427
Arthur Zaske & Associates
Michigan
$540K – – –
CL
1428
CPWM LLC
Washington
$540K +$12K +262 +2%
CRIG
1429
Charter Research & Investment Group
Connecticut
$539K +$539K +11,750 New
HFM
1430
Hartford Financial Management
Connecticut
$536K – – –
CCM
1431
CrestPoint Capital Management
Missouri
$532K -$936K -20,400 -64%
SSWM
1432
Sheets Smith Wealth Management
North Carolina
$532K +$5.69K +124 +1%
GG
1433
Greenwood Gearhart
Arkansas
$531K +$1.38K +30 +0.3%
WP
1434
WealthPLAN Partners
Nebraska
$531K +$78.9K +1,721 +17%
HAIM
1435
Hunter Associates Investment Management
Pennsylvania
$530K -$45.9K -1,000 -8%
VFPI
1436
Vantage Financial Partners (Illinois)
Illinois
$530K – – –
SCI
1437
Stableford Capital II
Arizona
$530K +$60.4K +1,316 +13%
DWT
1438
Dorsey & Whitney Trust
South Dakota
$528K -$33.8K -736 -6%
AWM
1439
Aries Wealth Management
Maine
$527K +$527K +11,180 New
Members Trust
1440
Members Trust
Florida
$526K -$16.9K -369 -3%
BIG
1441
Bellwether Investment Group
Tennessee
$523K – – –
TL
1442
Tirschwell & Loewy
New York
$523K +$1.15K +25 +0.2%
ITIM
1443
Indiana Trust & Investment Management
Indiana
$522K +$21.9K +478 +4%
SRC
1444
Shufro Rose & Co
New York
$519K -$21.1K -460 -4%
FCB
1445
First Command Bank
Texas
$519K +$10.1K +220 +2%
FCFS
1446
First Command Financial Services
Texas
$519K +$10.1K +220 +2%
PA
1447
Probity Advisors
Texas
$517K +$39.4K +859 +8%
MCM
1448
Marathon Capital Management
Maryland
$515K +$871 +19 +0.2%
HFA
1449
High Falls Advisors
New York
$513K – – –
KTM
1450
Keeler Thomas Management
Utah
$513K +$513K +11,201 New
56 57
58
59 60