KO icon

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 %
POIA
1651
Pin Oak Investment Advisors
Texas
$365K -$13.4K -283 -4%
MIM
1652
Miller Investment Management
Pennsylvania
$365K – – –
RBFC
1653
Roman Butler Fullerton & Co
Missouri
$362K +$362K +7,693 New
PTCG
1654
Pring Turner Capital Group
California
$361K – – –
MOS
1655
MGO One Seven
Ohio
$361K +$11.3K +240 +3%
CHA
1656
Cooper/Haims Advisors
New York
$360K -$4.68K -99 -1%
PCFFS
1657
Pacific Center for Financial Services
California
$359K -$1.89K -40 -0.5%
WCF
1658
West Coast Financial
California
$358K -$31.4K -664 -8%
WPSG
1659
Wealth & Pension Services Group
Georgia
$357K -$3.12K -66 -0.9%
EAM
1660
Evanson Asset Management
California
$357K +$114K +2,400 +47%
EM
1661
ELCO Management
New York
$356K -$5.2K -110 -1%
LYV
1662
Live Your Vision
Pennsylvania
$355K -$4.59K -97 -1%
KB
1663
Kimelman & Baird
New York
$355K – – –
HCC
1664
Hirtle Callaghan & Co
Pennsylvania
$355K – – –
AEPG
1665
American Economic Planning Group
New Jersey
$355K +$331 +7 +0.1%
SFG
1666
SevenBridge Financial Group
Pennsylvania
$355K +$4.74K +100 +1%
ER
1667
Enlightenment Research
Florida
$355K +$355K +7,500 New
QAM
1668
Quantres Asset Management
Cayman Islands
$355K +$355K +7,500 New
BL
1669
BFSG LLC
California
$353K +$13.2K +279 +4%
HPIA
1670
Hamilton Point Investment Advisors
North Carolina
$353K +$29.3K +619 +9%
AWP
1671
Ascent Wealth Partners
New York
$352K -$3.79K -80 -1%
CP
1672
Covenant Partners
Tennessee
$351K +$351K +7,419 New
D.E. Shaw & Co
1673
D.E. Shaw & Co
New York
$350K -$104M -2,192,061 -100%
NFG
1674
Nadler Financial Group
Illinois
$350K +$41K +866 +13%
LC
1675
Lindbrook Capital
California
$350K +$350K +7,402 New
65 66
67
68 69