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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 %
LWM
1701
Lyell Wealth Management
California
$406K – – –
PCFFS
1702
Pacific Center for Financial Services
California
$404K – – –
CAIMH
1703
Central Asset Investments & Management Holdings
Hong Kong
$403K -$661K -12,145 -62%
BOS
1704
Bingham Osborn & Scarborough
California
$403K -$76.5K -1,404 -16%
LC
1705
Landaas & Company
Wisconsin
$402K -$24.6K -452 -6%
CHA
1706
Cooper/Haims Advisors
New York
$402K -$16.3K -299 -4%
BSPF
1707
British Steel Pension Fund
United Kingdom
$400K -$281K -5,159 -41%
AEPG
1708
American Economic Planning Group
New Jersey
$400K -$14.4K -265 -3%
NL
1709
NWAM LLC
Washington
$400K +$16K +294 +4%
NFG
1710
Nadler Financial Group
Illinois
$398K +$381 +7 +0.1%
BOS
1711
Bank of Stockton
California
$397K – – –
TSWM
1712
Triangle Securities Wealth Management
North Carolina
$397K +$76.3K +1,400 +24%
BBA
1713
Braun-Bostich & Associates
Pennsylvania
$394K +$12.9K +237 +3%
GSWM
1714
Golden State Wealth Management
California
$394K +$160K +2,938 +68%
DA
1715
DSC Advisors
Illinois
$393K +$95.2K +1,750 +32%
NCM
1716
Nelson Capital Management
California
$392K +$62.1K +1,140 +19%
BCA
1717
Bay Colony Advisors
Massachusetts
$391K -$203K -3,720 -34%
AWP
1718
Ascent Wealth Partners
New York
$391K – – –
VNB
1719
Virginia National Bank
Virginia
$391K – – –
AI
1720
Accredited Investors
Minnesota
$390K – – –
BFPW
1721
BOK Financial Private Wealth
Colorado
$390K +$16.6K +304 +4%
BAAM
1722
Baker Avenue Asset Management
California
$389K -$28.5K -525 -7%
KFA
1723
Kelleher Financial Advisors
New York
$388K – – –
PWM
1724
Paulson Wealth Management
Illinois
$388K +$13.2K +243 +4%
DDPIC
1725
Deroy & Devereaux Private Investment Counsel
Michigan
$387K +$61.3K +1,128 +19%
67 68
69
70 71