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Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWF
1501
Epstein & White Financial
California
$446K -$232K -5,131 -34%
FSCM
1502
Front Street Capital Management
Montana
$445K -$4.62K -100 -1%
CHA
1503
Carmichael Hill & Associates
Maryland
$443K -$11.3K -245 -2%
ITIM
1504
Indiana Trust & Investment Management
Indiana
$443K – – –
OIA
1505
Optimum Investment Advisors
Illinois
$443K – – –
WP
1506
WealthSource Partners
California
$441K -$92.1K -1,994 -17%
BCA
1507
Berman Capital Advisors
Georgia
$441K -$20.4K -443 -4%
TIA
1508
Tiemann Investment Advisors
California
$440K -$10.2K -220 -2%
MC
1509
Marcus Capital
Illinois
$439K -$13.9K -300 -3%
QAM
1510
QCI Asset Management
New York
$439K +$16.4K +355 +4%
EWM
1511
Empirical Wealth Management
Washington
$439K +$85.9K +1,859 +24%
BEC
1512
Blue Edge Capital
Virginia
$439K – – –
EMG
1513
Ellington Management Group
Connecticut
$434K +$434K +9,400 New
OAM
1514
Oak Asset Management
California
$432K -$1.39M -29,981 -76%
WDL
1515
Well Done LLC
Michigan
$431K – – –
SMH
1516
Sanders Morris Harris
Texas
$428K – – –
DWM
1517
Dakota Wealth Management
Florida
$426K -$151K -3,275 -26%
CAS
1518
Cue Advisory Services
Arizona
$426K – – –
MWM
1519
Mascoma Wealth Management
New Hampshire
$426K +$15.6K +338 +4%
KA
1520
Kaizen Advisory
Illinois
$424K – – –
FBA
1521
Front Barnett Associates
Illinois
$423K -$4.62K -100 -1%
TB
1522
Terril Brothers
Missouri
$414K – – –
KWMG
1523
King Wealth Management Group
Florida
$414K – – –
HPWM
1524
Highland Private Wealth Management
Washington
$413K -$54.7K -1,185 -12%
BC
1525
Burleson & Co
California
$413K +$77.1K +1,526 +23%
59 60
61
62 63