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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 %
WI
1676
Wintrust Investments
Illinois
$423K -$21.8K -400 -5%
MC
1677
Montag & Caldwell
Georgia
$423K – – –
MIM
1678
Miller Investment Management
Pennsylvania
$420K – – –
RBFC
1679
Roman Butler Fullerton & Co
Missouri
$420K +$436 +8 +0.1%
ACM
1680
AlphaStar Capital Management
North Carolina
$420K +$25.1K +461 +6%
GIA
1681
Gladstone Institutional Advisory
Florida
$419K -$27.1K -497 -6%
GC
1682
Gibson Capital
Pennsylvania
$418K +$103K +1,915 +33%
DA
1683
Dillon & Associates
Michigan
$417K -$2.7K -50 -0.6%
VFP
1684
Verus Financial Partners
Virginia
$417K +$85.7K +1,573 +26%
VWM
1685
Valley Wealth Managers
New Jersey
$414K -$121K -2,225 -23%
PA
1686
Probity Advisors
Texas
$413K -$15.9K -292 -4%
TCM
1687
Teza Capital Management
Illinois
$412K -$158K -2,905 -28%
IGGA
1688
Iron Gate Global Advisors
Utah
$412K +$2.83K +52 +0.7%
CS
1689
Cannell & Spears
New York
$411K -$74.4K -1,367 -15%
PWMAG
1690
Pinnacle Wealth Management Advisory Group
New Jersey
$411K -$54.2K -997 -12%
POIA
1691
Pin Oak Investment Advisors
Texas
$411K -$22K -404 -5%
NIC
1692
Northwest Investment Counselors
Oregon
$411K +$163 +3 +0%
PAM
1693
Private Asset Management
California
$410K +$4.9K +90 +1%
SIM
1694
Sonora Investment Management
Arizona
$409K -$15.6K -286 -4%
HPIA
1695
Hamilton Point Investment Advisors
North Carolina
$409K – – –
KB
1696
Kimelman & Baird
New York
$408K – – –
SFG
1697
SevenBridge Financial Group
Pennsylvania
$408K – – –
SW
1698
SlateStone Wealth
Florida
$407K +$3.16K +58 +0.8%
FANJ
1699
Financial Architects (New Jersey)
New Jersey
$407K +$9.87K +181 +2%
PS
1700
Portfolio Solutions
Michigan
$406K -$5.44K -100 -1%
66 67
68
69 70