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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 %
FSCM
1501
Front Street Capital Management
Montana
$427K -$38.6K -880 -8%
EWM
1502
Evermay Wealth Management
Virginia
$427K -$2.19K -50 -0.5%
TIA
1503
Tiemann Investment Advisors
California
$427K +$219 +5 +0.1%
ITIM
1504
Indiana Trust & Investment Management
Indiana
$421K -$116K -2,647 -22%
OIA
1505
Optimum Investment Advisors
Illinois
$421K -$36.8K -840 -8%
AIM
1506
Avity Investment Management
Connecticut
$417K -$48.3K -1,100 -10%
BCM
1507
Bayesian Capital Management
New York
$417K +$417K +9,500 New
CG
1508
Clinton Group
New York
$417K -$2.24M -51,035 -84%
BEC
1509
Blue Edge Capital
Virginia
$417K – – –
STMM
1510
South Texas Money Management
Texas
$412K -$214K -4,886 -34%
CAM
1511
Congress Asset Management
Massachusetts
$410K -$86K -1,961 -17%
FFS
1512
Founders Financial Securities
Maryland
$409K -$4.39K -100 -1%
WDL
1513
Well Done LLC
Michigan
$409K – – –
PMFA
1514
Plante Moran Financial Advisors
Michigan
$408K -$59.3K -1,353 -13%
CIM
1515
Confluence Investment Management
Missouri
$407K -$27.4K -624 -6%
SMH
1516
Sanders Morris Harris
Texas
$407K -$4.39K -100 -1%
FBA
1517
Front Barnett Associates
Illinois
$406K – – –
CAS
1518
Cue Advisory Services
Arizona
$405K +$7.9K +180 +2%
SNB
1519
Security National Bank
Nebraska
$404K -$4.57K -104 -1%
QAM
1520
QCI Asset Management
New York
$402K -$12.1K -275 -3%
KA
1521
Kaizen Advisory
Illinois
$402K +$240K +5,469 +148%
IWP
1522
Icon Wealth Partners
Texas
$401K -$22.9K -522 -5%
RWA
1523
River Wealth Advisors
Pennsylvania
$397K -$59.8K -1,363 -13%
NIM
1524
NuWave Investment Management
New Jersey
$397K +$145K +3,302 +58%
RP
1525
Reinhart Partners
Wisconsin
$396K -$28.9K -660 -7%
59 60
61
62 63