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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 %
PWMAG
1651
Pinnacle Wealth Management Advisory Group
New Jersey
$294K +$6.18K +141 +2%
TWA
1652
TCI Wealth Advisors
Arizona
$293K -$5.61K -128 -2%
HWA
1653
HCR Wealth Advisors
California
$293K +$1.54K +35 +0.5%
RPA
1654
Rock Point Advisors
Vermont
$292K +$6.58K +150 +2%
BC
1655
Burleson & Co
California
$292K +$63.8K +1,452 +28%
NFG
1656
Nadler Financial Group
Illinois
$290K +$38.4K +876 +15%
IFAM
1657
Institutional & Family Asset Management
Colorado
$288K +$7.01K +160 +2%
MIC
1658
Meridian Investment Counsel
California
$287K – – –
KL
1659
KWMG LLC
Kansas
$285K +$88 +2 +0%
KFA
1660
Kays Financial Advisory
Georgia
$282K -$55.6K -1,267 -16%
SMM
1661
Stadion Money Management
Georgia
$281K -$20K -455 -7%
SCM
1662
Silvant Capital Management
Georgia
$281K – – –
SICM
1663
Sustainable Insight Capital Management
New York
$281K – – –
MLFP
1664
MPS Loria Financial Planners
Illinois
$281K +$1.75K +40 +0.6%
BWM
1665
BigSur Wealth Management
Florida
$281K +$281K +6,359 New
BI
1666
Ballast Inc
Kentucky
$280K -$5.98K -135 -2%
CWM
1667
Cabot Wealth Management
Massachusetts
$278K -$18.2K -415 -6%
RGIA
1668
Rainier Group Investment Advisory
Washington
$277K -$273K -6,225 -50%
MWM
1669
Merriman Wealth Management
Washington
$277K +$277K +6,325 New
CCM
1670
Carlson Capital Management
Minnesota
$276K – – –
ACH
1671
ArrowMark Colorado Holdings
Colorado
$276K – – –
AAM
1672
American Asset Management
Florida
$273K +$8.77K +200 +3%
WF
1673
WoodTrust Financial
Wisconsin
$272K – – –
BIM
1674
Baldwin Investment Management
Pennsylvania
$272K +$272K +6,200 New
CWA
1675
Cypress Wealth Advisors
California
$271K -$87.7K -2,000 -24%
65 66
67
68 69