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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 %
PA
1601
Probity Advisors
Texas
$407K -$78.4K -1,658 -16%
PMFA
1602
Plante Moran Financial Advisors
Michigan
$407K -$9.85K -208 -2%
FDS
1603
First Dallas Securities
Texas
$407K +$407K +8,597 New
HIC
1604
Hartline Investment Corp
Illinois
$406K – – –
PWW
1605
Pettyjohn Wood & White
Virginia
$405K +$4.73K +100 +1%
BC
1606
Burleson & Co
California
$405K +$30.3K +660 +8%
HVIA
1607
Hudson Valley Investment Advisors
New York
$405K +$405K +8,547 New
NME
1608
Notis-McConarty Edward
$402K – – –
WI
1609
Wintrust Investments
Illinois
$400K -$4.73K -100 -1%
IFAM
1610
Institutional & Family Asset Management
Colorado
$399K +$85.8K +1,811 +27%
LA
1611
LVW Advisors
New York
$398K -$485K -10,241 -55%
HCM
1612
Huber Capital Management
California
$398K – – –
PWMAG
1613
Pinnacle Wealth Management Advisory Group
New Jersey
$397K +$11.9K +252 +3%
NCM
1614
Noesis Capital Mangement
Florida
$397K +$24.8K +525 +7%
BAAM
1615
Baker Avenue Asset Management
California
$391K -$29.5K -622 -7%
SWM
1616
Stockman Wealth Management
Montana
$390K +$11.8K +250 +3%
BDF
1617
Balasa Dinverno & Foltz
$389K -$15.1K -318 -4%
Ninety One (UK)
1618
Ninety One (UK)
United Kingdom
$389K – – –
SCA
1619
Stuart Chaussee & Associates
California
$389K – – –
SL
1620
Summitry LLC
California
$385K – – –
PAS
1621
Partnervest Advisory Services
California
$382K +$9.7K +205 +3%
TW
1622
TrinityPoint Wealth
Connecticut
$381K +$381K +8,039 New
QCM
1623
Quest Capital Management
Texas
$381K +$381K +8,047 New
EWM
1624
Evermay Wealth Management
Virginia
$380K -$80.7K -1,706 -18%
PVWM
1625
Point View Wealth Management
New Jersey
$380K – – –
63 64
65
66 67