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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPWM
1701
Quadrant Private Wealth Management
Pennsylvania
$280K +$280K +6,100 New
PWW
1702
Pettyjohn Wood & White
Virginia
$279K – – –
GHAM
1703
Gilman Hill Asset Management
Connecticut
$276K – – –
SFG
1704
Sather Financial Group
Texas
$276K – – –
AAM
1705
American Asset Management
Florida
$276K +$3.02K +66 +1%
MWM
1706
Marietta Wealth Management
Georgia
$275K -$249K -5,430 -48%
GC
1707
Gruss & Co
Florida
$275K – – –
DDPIC
1708
Deroy & Devereaux Private Investment Counsel
Michigan
$275K – – –
HPIA
1709
Hamilton Point Investment Advisors
North Carolina
$274K – – –
NCM
1710
Nelson Capital Management
California
$269K – – –
CCB
1711
Cutter & Co Brokerage
Missouri
$269K – – –
TC
1712
Trust Company
Kansas
$268K +$12.4K +270 +5%
MGIA
1713
Matthew Goff Investment Advisor
Texas
$268K +$15K +328 +6%
SC
1714
Searle & Co
Connecticut
$268K +$15.2K +332 +6%
GC
1715
Gibson Capital
Pennsylvania
$267K – – –
RP
1716
Riverbridge Partners
Minnesota
$266K +$46 +1 +0%
ZF
1717
Zhang Financial
Michigan
$265K -$4.73K -103 -2%
SIC
1718
Sigma Investment Counselors
Michigan
$263K -$90.4K -1,971 -26%
BCA
1719
Berman Capital Advisors
Georgia
$263K +$263K +5,743 New
GEA
1720
Glen Eagle Advisors
New Jersey
$263K -$20.6K -450 -7%
MSTVIM
1721
Messner & Smith Theme Value Investment Management
California
$262K – – –
XS
1722
XML Securities
Maryland
$262K +$262K +5,707 New
CPH
1723
C Partners Holding
Switzerland
$262K +$262K +5,707 New
BOS
1724
Bingham Osborn & Scarborough
California
$260K +$29.3K +639 +13%
MIA
1725
MainStreet Investment Advisors
Illinois
$259K +$259K +5,636 New
67 68
69
70 71