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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 %
SA
1501
SL Advisors
New Jersey
$527K – – –
PGWM
1502
Parisi Gray Wealth Management
New Jersey
$526K +$2.98K +63 +0.6%
MIC
1503
Means Investment Company
Maine
$524K +$524K +11,065 New
PIA
1504
Pinion Investment Advisors
Kansas
$522K -$142K -2,995 -21%
AIM
1505
Aspen Investment Management
Michigan
$518K – – –
CHAM
1506
Clear Harbor Asset Management
Connecticut
$518K +$4.74K +100 +0.9%
SWA
1507
SFMG Wealth Advisors
Texas
$517K +$14.8K +313 +3%
HBT
1508
Hills Bank & Trust
Iowa
$516K +$1.42K +30 +0.3%
MFW
1509
Meristem Family Wealth
Minnesota
$516K +$8.52K +180 +2%
BOS
1510
Bank of Stockton
California
$515K -$3.17K -67 -0.6%
GLI
1511
Guardian Life Insurance
New York
$513K +$1.61K +34 +0.3%
HFM
1512
Hartford Financial Management
Connecticut
$511K -$56.8K -1,200 -10%
BWM
1513
Buckley Wealth Management
Nevada
$511K – – –
BCA
1514
Bay Colony Advisors
Massachusetts
$509K +$26.8K +567 +6%
VC
1515
Vicus Capital
Pennsylvania
$507K +$30.2K +637 +6%
BT
1516
Brandywine Trust
Delaware
$506K – – –
SIM
1517
SSI Investment Management
California
$505K -$7.76K -164 -2%
PA
1518
PFG Advisors
Arizona
$505K +$505K +10,182 New
AssetMark Inc
1519
AssetMark Inc
California
$504K -$17.2K -362 -3%
VNB
1520
Virginia National Bank
Virginia
$501K – – –
CBB
1521
Citizens Business Bank
California
$501K – – –
WP
1522
WealthSource Partners
California
$500K +$47.5K +1,002 +10%
KA
1523
Kaizen Advisory
Illinois
$499K +$64.7K +1,367 +15%
SRC
1524
Shufro Rose & Co
New York
$498K -$85.3K -1,800 -15%
MYIA
1525
Mount Yale Investment Advisors
Colorado
$496K -$57K -1,148 -10%
59 60
61
62 63