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Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1651
Burt Wealth Advisors
Maryland
$295K -$44.2K -956 -13%
KFA
1652
Kays Financial Advisory
Georgia
$295K -$1.34K -29 -0.5%
CWM
1653
Cabot Wealth Management
Massachusetts
$293K – – –
SWM
1654
Selective Wealth Management
Virginia
$293K +$293K +6,345 New
RGIA
1655
Rainier Group Investment Advisory
Washington
$291K – – –
CCM
1656
Carlson Capital Management
Minnesota
$291K +$323 +7 +0.1%
ACH
1657
ArrowMark Colorado Holdings
Colorado
$290K – – –
AAM
1658
American Asset Management
Florida
$287K – – –
CWA
1659
Cypress Wealth Advisors
California
$286K – – –
WF
1660
WoodTrust Financial
Wisconsin
$286K – – –
HFP
1661
Holistic Financial Partners
Indiana
$285K +$285K +6,167 New
JFA
1662
JNBA Financial Advisors
Minnesota
$284K -$554K -12,007 -66%
AOWM
1663
Alpha Omega Wealth Management
Virginia
$284K – – –
MIP
1664
Marietta Investment Partners
Wisconsin
$283K – – –
OC
1665
Oarsman Capital
Wisconsin
$281K -$4.62K -100 -2%
CIP
1666
Capital Insight Partners
Arizona
$280K – – –
IIC
1667
Integrated Investment Consultants
Michigan
$279K – – –
BOS
1668
Bingham Osborn & Scarborough
California
$279K +$1.2K +26 +0.4%
RWP
1669
RWA Wealth Partners
Massachusetts
$279K +$4.99K +108 +2%
MWM
1670
Merriman Wealth Management
Washington
$278K -$14.3K -310 -5%
MLFP
1671
MPS Loria Financial Planners
Illinois
$277K -$17K -370 -6%
GC
1672
Gruss & Co
Florida
$277K – – –
DDPIC
1673
Deroy & Devereaux Private Investment Counsel
Michigan
$277K – – –
HI
1674
Hendershot Investments
Virginia
$275K +$32.5K +704 +13%
SC
1675
Searle & Co
Connecticut
$270K – – –
65 66
67
68 69