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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 %
GLI
1476
Guardian Life Insurance
New York
$464K +$76.4K +1,743 +20%
CBB
1477
Citizens Business Bank
California
$460K -$6.58K -150 -1%
AssetMark Inc
1478
AssetMark Inc
California
$460K +$44.4K +1,011 +11%
GI
1479
Glovista Investments
New Jersey
$457K +$129K +2,943 +39%
MBT
1480
Monroe Bank & Trust
Michigan
$455K – – –
MMG
1481
Monetary Management Group
Missouri
$453K -$24.1K -550 -5%
HBT
1482
Hills Bank & Trust
Iowa
$453K +$19.8K +451 +5%
CT
1483
Coastline Trust
Rhode Island
$452K -$10.7K -245 -2%
SIG
1484
Schaller Investment Group
North Carolina
$448K -$4.39K -100 -1%
DAC
1485
Dividend Assets Capital
South Carolina
$448K – – –
HPWM
1486
Highland Private Wealth Management
Washington
$445K +$445K +10,136 New
CAG
1487
Csenge Advisory Group
Florida
$444K -$725K -16,516 -62%
MFT
1488
Moisand Fitzgerald Tamayo
Florida
$444K – – –
CC
1489
Cornerstone Capital
California
$441K -$4.25M -10,115 -91%
RVM
1490
Robinson Value Management
Texas
$439K -$13.2K -300 -3%
BCA
1491
Berman Capital Advisors
Georgia
$439K +$43.3K +987 +11%
BCA
1492
Bay Colony Advisors
Massachusetts
$437K +$437K +9,975 New
CSM
1493
CAMG Solamere Management
North Carolina
$436K +$307 +7 +0.1%
WPW
1494
Waldron Private Wealth
Pennsylvania
$435K – – –
CHA
1495
Carmichael Hill & Associates
Maryland
$432K +$11.5K +261 +3%
SGAM
1496
Steinberg Global Asset Management
Florida
$430K -$215K -4,904 -33%
MC
1497
Marcus Capital
Illinois
$430K – – –
IUHSA
1498
Itau Unibanco Holding S.A.
Brazil
$430K +$430K +9,835 New
VCM
1499
Versant Capital Management
Arizona
$429K -$13.9K -317 -3%
BWM
1500
Buckley Wealth Management
Nevada
$429K -$7.54K -172 -2%
58 59
60
61 62