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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 %
IWA
1626
IBEX Wealth Advisors
New Jersey
$341K +$119K +2,597 +54%
CGL
1627
Clarius Group LLC
Washington
$340K – – –
CPC
1628
Congress Park Capital
New York
$340K +$340K +7,400 New
WF
1629
WoodTrust Financial
Wisconsin
$340K +$340K +7,400 New
GIP
1630
Granite Investment Partners
California
$339K +$18.4K +400 +6%
TF
1631
Tompkins Financial
New York
$338K -$5.41K -118 -2%
CWM
1632
Circle Wealth Management
New Jersey
$337K -$1.38K -30 -0.4%
PJSIMP
1633
P.J. Schmidt Investment Management (PJS)
Wisconsin
$336K -$32.1K -700 -9%
PVWM
1634
Point View Wealth Management
New Jersey
$335K +$4.59K +100 +1%
Carson Wealth (CWM LLC)
1635
Carson Wealth (CWM LLC)
Nebraska
$333K -$11K -239 -3%
CCP
1636
Clarkston Capital Partners
Michigan
$333K -$4.59K -100 -1%
SCA
1637
Sippican Capital Advisors
Massachusetts
$330K – – –
AW
1638
Alpha Windward
Massachusetts
$330K +$413 +9 +0.1%
NFG
1639
Nadler Financial Group
Illinois
$328K +$1.06K +23 +0.3%
MLFP
1640
MPS Loria Financial Planners
Illinois
$325K +$3.85K +84 +1%
CIP
1641
Convergence Investment Partners
Florida
$325K +$10.5K +229 +3%
GWI
1642
Grace & White Inc
New York
$324K – – –
MMA
1643
Miracle Mile Advisors
California
$324K +$324K +7,070 New
Capstone Investment Advisors
1644
Capstone Investment Advisors
New York
$323K -$551K -12,032 -63%
CHP
1645
Cable Hill Partners
Oregon
$323K -$27.1K -587 -8%
BKA
1646
Brick & Kyle Associates
Pennsylvania
$322K +$11.5K +250 +4%
VC
1647
Vicus Capital
Pennsylvania
$322K +$71.8K +1,563 +29%
CCM
1648
Colorado Capital Management
Colorado
$321K +$8.8K +192 +3%
LPC
1649
Loeb Partners Corp
New York
$320K -$610K -13,300 -66%
VFP
1650
Verus Financial Partners
Virginia
$319K -$16.6K -362 -5%
64 65
66
67 68