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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 %
PMFA
1476
Plante Moran Financial Advisors
Michigan
$485K -$186K -4,060 -28%
QAM
1477
Quantres Asset Management
Cayman Islands
$482K -$68.9K -1,500 -13%
TWA
1478
TCI Wealth Advisors
Arizona
$482K -$3.26K -71 -0.7%
GIA
1479
GHP Investment Advisors
Colorado
$481K +$11K +239 +2%
CHA
1480
Carmichael Hill & Associates
Maryland
$481K +$481K +10,485 New
BA
1481
BKS Advisors
Michigan
$479K -$55.1K -1,202 -10%
OIA
1482
Optimum Investment Advisors
Illinois
$479K – – –
LFA
1483
Legacy Financial Advisors
Kentucky
$479K +$479K +10,455 New
TFO
1484
Tarbox Family Office
California
$478K +$964 +21 +0.2%
CC
1485
Cedar Capital
Illinois
$477K +$81.9K +1,784 +21%
MFW
1486
Mosaic Family Wealth
Missouri
$476K -$519K -11,311 -52%
BWL
1487
Bogart Wealth LLC
Virginia
$476K -$50.4K -1,098 -10%
OIA
1488
OneDigital Investment Advisors
Kansas
$475K +$165K +3,589 +53%
RVM
1489
Robinson Value Management
Texas
$473K – – –
SIG
1490
Schaller Investment Group
North Carolina
$473K – – –
BIC
1491
Bridges Investment Counsel
Nebraska
$472K -$13.8K -300 -3%
MFT
1492
Moisand Fitzgerald Tamayo
Florida
$472K – – –
IWP
1493
Icon Wealth Partners
Texas
$472K +$472K +10,289 New
DAC
1494
Dividend Assets Capital
South Carolina
$468K – – –
RWM
1495
RKL Wealth Management
Pennsylvania
$466K -$231K -5,028 -33%
SIM
1496
Sonora Investment Management
Arizona
$464K +$16.5K +359 +4%
AFP
1497
Ausdal Financial Partners
Iowa
$464K -$36.4K -792 -7%
CIM
1498
Confluence Investment Management
Missouri
$464K +$41.7K +910 +10%
PAM
1499
Private Asset Management
California
$463K -$69.6K -1,515 -13%
CA
1500
Continuum Advisory
Idaho
$462K +$36.3K +791 +9%
58 59
60
61 62