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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 %
GLLW
1551
Graves Light Lenhart Wealth
Virginia
$464K +$464K +9,801 New
HPWM
1552
Highland Private Wealth Management
Washington
$463K +$39K +824 +9%
WAAG
1553
Wealth Alliance Advisory Group
Kansas
$462K +$138K +2,911 +43%
EWF
1554
Epstein & White Financial
California
$459K -$4.09K -87 -0.9%
PSG
1555
Planning Solutions Group
Maryland
$458K +$458K +9,669 New
FSCM
1556
Front Street Capital Management
Montana
$457K +$47 +1 +0%
KM
1557
Kalos Management
Georgia
$457K +$208K +4,289 +83%
EWA
1558
ERTS Wealth Advisors
Michigan
$456K +$456K +9,630 New
CHA
1559
Carmichael Hill & Associates
Maryland
$455K +$663 +14 +0.1%
ITIM
1560
Indiana Trust & Investment Management
Indiana
$454K – – –
OIA
1561
Optimum Investment Advisors
Illinois
$454K – – –
QAM
1562
QCI Asset Management
New York
$454K +$3.32K +70 +0.7%
CSM
1563
CAMG Solamere Management
North Carolina
$452K -$19.4K -410 -4%
KPW
1564
Kore Private Wealth
New York
$452K +$452K +9,556 New
SIC
1565
Sigma Investment Counselors
Michigan
$451K -$94.7K -2,000 -17%
FCH
1566
Freestone Capital Holdings
Washington
$451K +$197K +4,161 +78%
RBC
1567
Roble Belko & Company
Pennsylvania
$451K +$404K +8,516 +852%
BEC
1568
Blue Edge Capital
Virginia
$450K – – –
TIA
1569
Tiemann Investment Advisors
California
$449K -$1.51K -32 -0.3%
PFA
1570
Pathway Financial Advisors
Vermont
$448K – – –
GVAG
1571
Great Valley Advisor Group
Delaware
$445K +$445K +9,393 New
CAM
1572
Congress Asset Management
Massachusetts
$444K -$17.9K -379 -4%
OAM
1573
Oak Asset Management
California
$443K – – –
CIP
1574
Convergence Investment Partners
Florida
$443K +$57.3K +1,209 +15%
AFP
1575
Ausdal Financial Partners
Iowa
$442K -$257K -5,433 -37%
61 62
63
64 65