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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 %
HAIM
1576
Hunter Associates Investment Management
Pennsylvania
$440K -$59.3K -1,250 -12%
CA
1577
Claro Advisors
Massachusetts
$440K +$440K +9,527 New
AIC
1578
Archer Investment Corporation
Indiana
$439K +$439K +9,277 New
MWM
1579
Mascoma Wealth Management
New Hampshire
$438K +$995 +21 +0.2%
Lido Advisors
1580
Lido Advisors
California
$437K +$78.8K +1,666 +22%
VCM
1581
Versant Capital Management
Arizona
$435K -$24.8K -525 -5%
SCI
1582
Stableford Capital II
Arizona
$434K -$117K -2,474 -21%
FBA
1583
Front Barnett Associates
Illinois
$433K -$1.18K -25 -0.3%
CWP
1584
Capital Wealth Planning
Florida
$427K +$427K +9,020 New
LA
1585
Legacy Advisors
Pennsylvania
$426K -$317K -6,690 -43%
KWMG
1586
King Wealth Management Group
Florida
$424K – – –
TB
1587
Terril Brothers
Missouri
$424K – – –
STMM
1588
South Texas Money Management
Texas
$423K +$69.7K +1,472 +20%
EBSAM
1589
Eubel Brady & Suttman Asset Management
Ohio
$422K +$34.8K +735 +9%
BMC
1590
Benin Management Corp
Connecticut
$422K +$80.5K +1,700 +24%
HL
1591
HeadInvest LLC
Maine
$422K +$211K +4,456 +100%
BFPW
1592
BOK Financial Private Wealth
Colorado
$421K +$157K +3,308 +59%
HIIFS
1593
Harel Insurance Investments & Financial Services
Israel
$420K -$331K -7,000 -44%
SSI
1594
Scott & Selber Inc
Texas
$420K +$994 +21 +0.2%
ACP
1595
Aviance Capital Partners
Florida
$419K -$754K -15,920 -64%
EWM
1596
Empirical Wealth Management
Washington
$416K -$33.4K -707 -7%
ARMT
1597
Amica Retiree Medical Trust
Rhode Island
$412K -$187K -3,953 -31%
SMH
1598
Sanders Morris Harris
Texas
$410K -$29.1K -615 -7%
FPCM
1599
Financial Partners Capital Management
New York
$410K – – –
VAM
1600
Visionary Asset Management
Texas
$407K -$2.24M -47,224 -85%
62 63
64
65 66