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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 %
LSAG
1476
Lake Street Advisors Group
New Hampshire
$558K +$27.2K +575 +5%
AAM
1477
Aureus Asset Management
Massachusetts
$556K -$20.7K -437 -4%
FCB
1478
First Command Bank
Texas
$555K -$349K -7,383 -39%
FCFS
1479
First Command Financial Services
Texas
$555K -$349K -7,383 -39%
CRIG
1480
Charter Research & Investment Group
Connecticut
$555K -$1.52K -32 -0.3%
CAM
1481
Cubic Asset Management
Massachusetts
$554K – – –
GG
1482
Greenwood Gearhart
Arkansas
$553K – – –
BIAS
1483
Beacon Investment Advisory Services
New Jersey
$549K -$5.73K -121 -1%
PFGIA
1484
Patriot Financial Group Insurance Agency
Massachusetts
$549K +$81.8K +1,729 +18%
SDWIA
1485
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$549K +$549K +11,602 New
HFA
1486
Hoover Financial Advisors
Pennsylvania
$547K +$547K +11,546 New
AP
1487
Atwood & Palmer
Missouri
$546K +$5.49K +116 +1%
PP
1488
PagnatoKarp Partners
Virginia
$542K -$13.9K -294 -3%
BA
1489
Bristol Advisors
Pennsylvania
$540K +$540K +11,400 New
DAC
1490
Dividend Assets Capital
South Carolina
$539K – – –
MWM
1491
Modera Wealth Management
New Jersey
$538K +$19.6K +414 +4%
PCMC
1492
Paragon Capital Management (Colorado)
Colorado
$537K -$122K -2,580 -19%
CA
1493
Cambridge Advisors
Nebraska
$537K +$45.6K +963 +9%
CT
1494
Clearstead Trust
Maine
$536K -$84.3K -1,782 -14%
AF
1495
Advisornet Financial
Minnesota
$533K -$25.9K -547 -5%
SSWM
1496
Sheets Smith Wealth Management
North Carolina
$533K – – –
HFA
1497
High Falls Advisors
New York
$530K – – –
MWPCG
1498
Measured Wealth Private Client Group
New Hampshire
$529K -$8.28K -175 -2%
AWM
1499
Aries Wealth Management
Maine
$529K – – –
CNB
1500
Camden National Bank
Maine
$528K +$39.8K +839 +8%
58 59
60
61 62