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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 %
PSC
1626
Prentiss Smith & Co
Vermont
$380K – – –
HIM
1627
Hotaling Investment Management
Pennsylvania
$380K +$380K +8,016 New
BHWM
1628
Bay Harbor Wealth Management
Maryland
$380K +$380K +8,032 New
UFG
1629
United Fire Group
Iowa
$379K – – –
CRM
1630
Cramer Rosenthal McGlynn
Connecticut
$379K – – –
ACPU
1631
Arrowgrass Capital Partners (US)
Delaware
$378K +$378K +7,979 New
MFW
1632
Mosaic Family Wealth
Missouri
$377K -$14.2K -299 -4%
DAM
1633
Doheny Asset Management
California
$377K – – –
AHB
1634
Abner Herrman & Brock
New Jersey
$377K +$46.8K +988 +14%
CCB
1635
Cutter & Co Brokerage
Missouri
$376K +$57.1K +1,205 +18%
SIA
1636
Strategic Investment Advisors
Michigan
$375K +$375K +7,929 New
LWM
1637
Lyell Wealth Management
California
$374K – – –
FFC
1638
First Financial Corp
Indiana
$372K – – –
RWA
1639
River Wealth Advisors
Pennsylvania
$371K -$18.6K -392 -5%
LC
1640
Landaas & Company
Wisconsin
$371K – – –
FC
1641
FCA Corp
Texas
$371K – – –
DA
1642
Dillon & Associates
Michigan
$370K – – –
EFSCE
1643
Enterprise Financial Services Corp (EFSC)
Missouri
$369K -$11.4K -240 -3%
IA
1644
Independence Advisors
Pennsylvania
$368K -$19K -400 -5%
PHAM
1645
Palisades Hudson Asset Management
Florida
$368K – – –
IWP
1646
Icon Wealth Partners
Texas
$367K -$143K -3,015 -28%
NIC
1647
Northwest Investment Counselors
Oregon
$367K -$1.33K -28 -0.4%
PAM
1648
Private Asset Management
California
$366K -$6.83K -144 -2%
FANJ
1649
Financial Architects (New Jersey)
New Jersey
$366K +$95 +2 +0%
CAM
1650
Concorde Asset Management
Michigan
$366K +$25.9K +547 +8%
64 65
66
67 68