KO icon

Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSI
1551
Scott & Selber Inc
Texas
$405K -$65.9K -1,436 -14%
BWA
1552
Burt Wealth Advisors
Maryland
$405K -$4.9K -107 -1%
CNB
1553
Camden National Bank
Maine
$404K -$9.54K -208 -2%
CMBA
1554
C.M. Bidwell & Associates
Hawaii
$404K +$404K +8,800 New
EWM
1555
Evermay Wealth Management
Virginia
$402K +$141K +3,071 +54%
Lido Advisors
1556
Lido Advisors
California
$400K +$41.6K +907 +12%
CFMC
1557
Curbstone Financial Management Corp
New Hampshire
$398K -$336K -7,325 -46%
FPCM
1558
Financial Partners Capital Management
New York
$397K -$55.1K -1,200 -12%
BL
1559
BFSG LLC
California
$392K +$13.5K +295 +4%
NME
1560
Notis-McConarty Edward
$390K – – –
SAM
1561
SignalPoint Asset Management
Missouri
$389K -$6.56K -143 -2%
HVIA
1562
Hudson Valley Investment Advisors
New York
$386K -$40.2K -876 -9%
MWM
1563
Mascoma Wealth Management
New Hampshire
$385K -$46K -981 -11%
HCM
1564
Huber Capital Management
California
$385K – – –
WSC
1565
Wellington Shields & Co
New York
$382K -$277K -6,038 -42%
FHC
1566
First Heartland Consultants
Missouri
$381K -$336K -7,315 -47%
WHG
1567
Westwood Holdings Group
Texas
$380K -$26K -566 -6%
NCM
1568
Noesis Capital Mangement
Florida
$380K – – –
CWM
1569
Confluence Wealth Management
Oregon
$379K +$91.5K +1,996 +32%
B
1570
Bridgeworth
Alabama
$379K +$134K +2,928 +55%
CWA
1571
Cypress Wealth Advisors
California
$378K -$67K -1,459 -15%
SL
1572
Summitry LLC
California
$378K -$12.6K -274 -3%
SMH
1573
Sanders Morris Harris
Texas
$377K -$9.18K -200 -2%
BA
1574
Bristlecone Advisors
Washington
$375K +$2.07K +45 +0.6%
SFG
1575
SNS Financial Group
Minnesota
$375K +$30.6K +667 +9%
61 62
63
64 65