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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
POIA
1576
Pin Oak Investment Advisors
Texas
$351K +$1.88K +43 +0.5%
Lido Advisors
1577
Lido Advisors
California
$351K +$23.6K +539 +7%
LWM
1578
Lyell Wealth Management
California
$350K – – –
CGL
1579
Clarius Group LLC
Washington
$350K +$24.2K +551 +7%
SCA
1580
Sippican Capital Advisors
Massachusetts
$350K +$34.2K +780 +11%
DAM
1581
Doheny Asset Management
California
$349K – – –
IIA
1582
IPG Investment Advisors
California
$349K – – –
PAM
1583
Private Asset Management
California
$347K -$53.3K -1,215 -13%
LA
1584
Legacy Advisors
Pennsylvania
$346K -$1.06K -24 -0.3%
FC
1585
FCA Corp
Texas
$344K – – –
NCM
1586
Noesis Capital Mangement
Florida
$344K +$2.28K +52 +0.7%
VCAM
1587
Van Cleef Asset Management
Ohio
$343K +$43.8K +1,000 +15%
CS
1588
Credential Securities
$342K -$12.3K -280 -3%
IA
1589
Independence Advisors
Pennsylvania
$342K -$40.5K -925 -11%
CIP
1590
Convergence Investment Partners
Florida
$342K -$10.8K -246 -3%
PVWM
1591
Point View Wealth Management
New Jersey
$342K +$13.5K +309 +4%
NIC
1592
Northwest Investment Counselors
Oregon
$341K -$11.4K -259 -3%
MA
1593
MANA Advisors
New York
$340K -$124K -2,839 -27%
LC
1594
Landaas & Company
Wisconsin
$340K – – –
PI
1595
Pettee Investors
Connecticut
$340K – – –
RCG
1596
Ruggie Capital Group
Florida
$339K -$10.8K -243 -3%
MIM
1597
Miller Investment Management
Pennsylvania
$338K -$1.23K -28 -0.4%
AWP
1598
Ascent Wealth Partners
New York
$338K – – –
CHA
1599
Cooper/Haims Advisors
New York
$338K – – –
AEPG
1600
American Economic Planning Group
New Jersey
$338K +$395 +9 +0.1%
62 63
64
65 66