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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 %
KFGK
1576
Keystone Financial Group (Kentucky)
Kentucky
$375K +$375K +8,143 New
DAM
1577
Doheny Asset Management
California
$374K -$183K -4,000 -33%
PTCG
1578
Pring Turner Capital Group
California
$373K – – –
CRB
1579
Chad R. Baker
$373K – – –
CAS
1580
Cue Advisory Services
Arizona
$373K +$12.5K +272 +3%
FC
1581
FCA Corp
Texas
$372K +$2.93K +64 +0.8%
PSC
1582
Prentiss Smith & Co
Vermont
$372K +$18.4K +400 +5%
SWM
1583
Stockman Wealth Management
Montana
$370K -$216K -4,702 -37%
IIA
1584
IPG Investment Advisors
California
$369K – – –
EM
1585
ELCO Management
New York
$368K -$15.1K -330 -4%
EBSAM
1586
Eubel Brady & Suttman Asset Management
Ohio
$368K – – –
UFG
1587
United Fire Group
Iowa
$367K – – –
CRM
1588
Cramer Rosenthal McGlynn
Connecticut
$367K – – –
AEPG
1589
American Economic Planning Group
New Jersey
$367K +$21.8K +476 +6%
JA
1590
JOYN Advisors
Georgia
$367K +$367K +7,996 New
PAS
1591
Partnervest Advisory Services
California
$366K -$3.44K -75 -0.9%
CIC
1592
Cornercap Investment Counsel
Georgia
$365K -$70.3K -1,532 -16%
OFW
1593
Omnia Family Wealth
Florida
$365K +$24.4K +531 +7%
RCG
1594
Ruggie Capital Group
Florida
$362K – – –
LWM
1595
Lyell Wealth Management
California
$362K – – –
BFA
1596
Beaumont Financial Advisors
Massachusetts
$361K -$35.8K -780 -9%
LFS
1597
Legacy Financial Strategies
Kansas
$361K +$361K +7,875 New
EWA
1598
Exencial Wealth Advisors
Oklahoma
$360K -$24K -523 -6%
HBT
1599
Hills Bank & Trust
Iowa
$359K -$4.58K -100 -1%
GCMG
1600
Gyroscope Capital Management Group
Florida
$359K -$3.58K -78 -1%
62 63
64
65 66