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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 %
DWM
1526
Dakota Wealth Management
Florida
$492K +$59.9K +1,279 +14%
SWP
1527
Strategic Wealth Partners
Ohio
$489K -$6.66K -140 -1%
MMG
1528
Monetary Management Group
Missouri
$489K – – –
DCM
1529
Driehaus Capital Management
Illinois
$488K +$488K +10,300 New
VAM
1530
Verity Asset Management
North Carolina
$487K -$13K -275 -3%
IPW
1531
Inlet Private Wealth
Florida
$486K +$486K +10,260 New
ACM
1532
Argent Capital Management
Missouri
$485K +$21.8K +461 +5%
RAM
1533
Redmond Asset Management
Virginia
$485K +$75.9K +1,603 +19%
QI
1534
Qtron Investments
Massachusetts
$485K +$485K +10,245 New
SIG
1535
Schaller Investment Group
North Carolina
$484K – – –
WA1
1536
Wimmer Associates 1
California
$484K +$8.29K +175 +2%
MIP
1537
Marietta Investment Partners
Wisconsin
$484K +$194K +4,090 +67%
IWS
1538
Insight Wealth Strategies
California
$484K +$484K +10,215 New
BA
1539
BKS Advisors
Michigan
$481K -$33.4K -705 -6%
FFS
1540
Founders Financial Securities
Maryland
$481K -$1.99K -42 -0.4%
MCM
1541
Marathon Capital Management
Maryland
$480K -$18K -381 -4%
MFT
1542
Moisand Fitzgerald Tamayo
Florida
$480K – – –
ANTB
1543
AMG National Trust Bank
Colorado
$480K +$480K +10,137 New
OCM
1544
Orleans Capital Management
Louisiana
$477K +$477K +10,076 New
CC
1545
Cornerstone Capital
California
$476K – – –
MAM
1546
Meeder Asset Management
Ohio
$476K +$476K +10,041 New
UCMOK
1547
United Capital Management of KS
Kansas
$474K +$10.8K +229 +2%
VWA
1548
V Wealth Advisors
Kansas
$469K +$71.1K +1,508 +18%
MBT
1549
Monroe Bank & Trust
Michigan
$468K -$23.7K -500 -5%
FRM
1550
Fox Run Management
Connecticut
$468K +$468K +9,882 New
60 61
62
63 64