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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 %
MFW
1526
Mosaic Family Wealth
Missouri
$412K -$38.1K -765 -8%
BAAM
1527
Baker Avenue Asset Management
California
$410K -$1.25K -27 -0.3%
PWM
1528
Perigon Wealth Management
California
$409K -$225K -4,816 -35%
SSI
1529
Scott & Selber Inc
Texas
$409K +$554 +12 +0.1%
SCM
1530
Sterneck Capital Management
Missouri
$407K -$1.64M -35,426 -80%
PMFA
1531
Plante Moran Financial Advisors
Michigan
$407K -$23.3K -504 -5%
BAM
1532
Bruderman Asset Management
New York
$406K -$152K -3,281 -27%
XS
1533
XR Securities
Illinois
$406K +$406K +8,800 New
FPCM
1534
Financial Partners Capital Management
New York
$400K -$9.25K -200 -2%
RIS
1535
Retirement Income Solutions
Michigan
$399K -$323 -7 -0.1%
RAM
1536
Redmond Asset Management
Virginia
$399K – – –
HIC
1537
Hartline Investment Corp
Illinois
$396K – – –
BA
1538
Bristlecone Advisors
Washington
$396K +$396K +8,581 New
WI
1539
Wintrust Investments
Illinois
$395K +$24K +521 +6%
BDF
1540
Balasa Dinverno & Foltz
$394K +$2.54K +55 +0.6%
NME
1541
Notis-McConarty Edward
$393K – – –
VWA
1542
V Wealth Advisors
Kansas
$392K -$2.14K -46 -0.5%
PWW
1543
Pettyjohn Wood & White
Virginia
$391K -$11.6K -251 -3%
HCM
1544
Huber Capital Management
California
$388K – – –
NCM
1545
Nelson Capital Management
California
$386K -$182K -3,940 -32%
GI
1546
Glovista Investments
New Jersey
$385K -$95.7K -2,073 -20%
CIM
1547
Confluence Investment Management
Missouri
$383K -$45.8K -992 -11%
RWA
1548
River Wealth Advisors
Pennsylvania
$380K -$38K -822 -9%
WCF
1549
West Coast Financial
California
$380K +$29K +629 +8%
Ninety One (UK)
1550
Ninety One (UK)
United Kingdom
$379K -$15.2M -329,796 -98%
60 61
62
63 64