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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 %
CPIG
1426
Chicago Partners Investment Group
Illinois
$635K +$13.3K +282 +2%
BCA
1427
Berman Capital Advisors
Georgia
$635K +$183K +3,865 +40%
EA
1428
Elm Advisors
California
$634K – – –
NCM
1429
Northside Capital Management
Oregon
$633K +$14.6K +308 +2%
KLCM
1430
KG&L Capital Management
Louisiana
$633K +$633K +13,465 New
ACM
1431
Armbruster Capital Management
New York
$632K -$7.1K -150 -1%
MSA
1432
Marino Stram & Associates
Massachusetts
$631K -$1.49K -30 -0.2%
SFA
1433
Semmax Financial Advisors
North Carolina
$630K +$630K +13,302 New
MPIA
1434
Mountain Pacific Investment Advisers
Idaho
$626K +$9.47K +200 +2%
WFM
1435
Wolff Financial Management
Michigan
$624K +$624K +13,169 New
GCM
1436
Grisanti Capital Management
New York
$622K – – –
AFC
1437
AFT Forsyth & Company
Florida
$622K +$284 +6 +0%
AFA
1438
American Financial Advisors
Georgia
$621K +$621K +13,124 New
CAG
1439
Crestwood Advisors Group
Massachusetts
$618K -$222K -4,687 -26%
PAWC
1440
P.A.W. Capital
Connecticut
$616K -$94.8K -2,000 -13%
GIA
1441
GHP Investment Advisors
Colorado
$616K +$42.9K +906 +7%
CA
1442
Calton & Associates
Florida
$616K +$146K +3,094 +31%
VWM
1443
Venturi Wealth Management
Texas
$612K +$612K +13,129 New
IDA
1444
Intelligence Driven Advisers
California
$607K +$607K +12,821 New
HC
1445
Hourglass Capital
Texas
$606K -$9.47K -200 -2%
ACM
1446
AlphaCrest Capital Management
New York
$606K +$606K +12,800 New
AF
1447
Alerus Financial
North Dakota
$605K -$190 -4 -0%
IWC
1448
Integrated Wealth Concepts
Massachusetts
$604K +$126K +2,669 +26%
WTB
1449
Washington Trust Bank
Washington
$603K -$42.4K -895 -7%
WAP
1450
Wealthcare Advisory Partners
Pennsylvania
$601K -$2.32K -49 -0.4%
56 57
58
59 60