KO icon

Coca-Cola
KO

Overview Fund Activity

2,115 hedge funds and large institutions have $160B invested in Coca-Cola in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 830 increasing their positions, 891 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+22
Holders Change %
+1.05%
% of All Funds
46.45%
Holding in Top 10
109
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.29%
% of All Funds
2.39%
New
109
Increased
830
Reduced
891
Closed
71
Calls
$1.53B
Puts
$1.22B
Net Calls
+$308M
Net Calls Change
-$38.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$587M
2
Morgan Stanley
Morgan Stanley
New York
+$459M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
UBS AM
UBS AM
Illinois
+$227M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$425M
2
ClearBridge Investments
ClearBridge Investments
New York
-$424M
3
Capital International Investors
Capital International Investors
California
-$282M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$271M
5
Citadel Advisors
Citadel Advisors
Florida
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1651
Bienville Capital Management
New York
$446K -$477K -8,776 -52%
PVWM
1652
Point View Wealth Management
New Jersey
$445K +$3.11K +57 +0.7%
LWS
1653
Lucia Wealth Services
California
$445K +$54.5K +1,000 +14%
NP
1654
Ninepoint Partners
Ontario, Canada
$445K +$445K +8,170 New
MOS
1655
MGO One Seven
Ohio
$444K -$46.2K -849 -9%
BL
1656
BFSG LLC
California
$444K +$17.9K +328 +4%
ACM
1657
Argent Capital Management
Missouri
$443K – – –
AC
1658
Avestar Capital
New York
$442K +$234K +4,294 +112%
ANBT
1659
American National Bank & Trust
Texas
$441K +$55.8K +1,025 +14%
B
1660
Bailard
California
$438K -$233K -4,274 -35%
PSC
1661
Prentiss Smith & Co
Vermont
$437K – – –
SDWIA
1662
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$436K -$17.1K -313 -4%
UFG
1663
United Fire Group
Iowa
$436K – – –
CRM
1664
Cramer Rosenthal McGlynn
Connecticut
$436K – – –
BWP
1665
Bernardo Wealth Planning
Pennsylvania
$433K -$23.7K -436 -5%
WPSG
1666
Wealth & Pension Services Group
Georgia
$433K +$8.77K +161 +2%
MWM
1667
Mascoma Wealth Management
New Hampshire
$428K -$73.3K -1,346 -15%
CAM
1668
Congress Asset Management
Massachusetts
$428K -$50.2K -923 -11%
IA
1669
Independence Advisors
Pennsylvania
$428K -$20K -367 -4%
RGIA
1670
Rainier Group Investment Advisory
Washington
$427K -$33K -606 -7%
DAM
1671
Doheny Asset Management
California
$427K – – –
HVIA
1672
Hudson Valley Investment Advisors
New York
$427K – – –
ITIM
1673
Indiana Trust & Investment Management
Indiana
$426K +$926 +17 +0.2%
HFP
1674
Holistic Financial Partners
Indiana
$425K +$5.11K +94 +1%
FFC
1675
First Financial Corp
Indiana
$424K -$2.73K -50 -0.6%
65 66
67
68 69