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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 %
AW
1701
Alpha Windward
Massachusetts
$330K -$20.3K -430 -6%
KFA
1702
Kelleher Financial Advisors
New York
$330K – – –
BHTS
1703
Bar Harbor Trust Services
Maine
$327K – – –
EF
1704
Empirical Finance
Pennsylvania
$325K -$34.7K -734 -10%
GIP
1705
Granite Investment Partners
California
$324K -$18K -380 -5%
GAM
1706
Garrison Asset Management
Arkansas
$323K -$1.19K -25 -0.4%
CM
1707
Castleark Management
Illinois
$323K – – –
TF
1708
Tompkins Financial
New York
$323K +$994 +21 +0.3%
CANC
1709
Culbertson A N & Co
Virginia
$320K -$35.9K -757 -10%
SIM
1710
Sonora Investment Management
Arizona
$316K -$24.3K -513 -7%
IIA
1711
IPG Investment Advisors
California
$316K -$60.5K -1,277 -16%
PI
1712
Pettee Investors
Connecticut
$315K -$52.1K -1,100 -14%
SW
1713
SlateStone Wealth
Florida
$315K +$315K +6,650 New
HCM
1714
Hengehold Capital Management
Ohio
$314K -$13.1K -278 -4%
DIA
1715
Dana Investment Advisors
Wisconsin
$313K +$313K +6,611 New
QCM
1716
Quantinno Capital Management
New York
$313K +$313K +6,617 New
CCM
1717
Cribstone Capital Management
Maine
$312K -$16.8K -354 -5%
BOS
1718
Bingham Osborn & Scarborough
California
$311K +$24.5K +518 +9%
LP
1719
LMR Partners
United Kingdom
$311K +$311K +6,558 New
SWRP
1720
Summit Wealth & Retirement Planning
California
$311K +$311K +6,570 New
HWA
1721
HCR Wealth Advisors
California
$310K – – –
CPC
1722
Congress Park Capital
New York
$310K – – –
HFP
1723
Holistic Financial Partners
Indiana
$310K +$17.6K +371 +6%
IIC
1724
Integrated Investment Consultants
Michigan
$310K +$23.6K +498 +8%
DWM
1725
Darwin Wealth Management
Florida
$309K +$44.2K +933 +17%
67 68
69
70 71