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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1726
Hendershot Investments
Virginia
$231K -$8.26K -188 -3%
BRF
1727
B. Riley Financial
California
$230K -$13.2K -294 -5%
MCM
1728
McRae Capital Management
New Jersey
$230K +$24.5K +558 +12%
ACP
1729
Aveo Capital Partners
Colorado
$228K -$99.9K -2,274 -30%
MCA
1730
Morris Capital Advisors
Pennsylvania
$227K – – –
AAS
1731
Annex Advisory Services
Wisconsin
$227K +$227K +5,175 New
BCM
1732
Breiter Capital Management
Florida
$224K -$324K -7,412 -59%
NCM
1733
New Capital Management
Texas
$224K -$27.3K -621 -11%
CWM
1734
Concentric Wealth Management
California
$224K – – –
HHGA
1735
Halbert Hargrove Global Advisors
California
$224K +$14K +320 +7%
CSA
1736
Cottage Street Advisors
Massachusetts
$223K +$5.1K +116 +2%
CPH
1737
C Partners Holding
Switzerland
$223K +$18.1K +413 +9%
TIM
1738
Total Investment Management
Arizona
$222K +$219 +5 +0.1%
IRC
1739
Investors Research Corp
Georgia
$222K +$222K +5,065 New
WA
1740
Wealth Architects
California
$221K +$14.8K +337 +7%
AWA
1741
Acorn Wealth Advisors
Michigan
$219K -$44.2K -1,012 -17%
VSWA
1742
Vontobel Swiss Wealth Advisors
Switzerland
$219K – – –
GHAM
1743
Gilman Hill Asset Management
Connecticut
$219K – – –
QPWM
1744
Quadrant Private Wealth Management
Pennsylvania
$218K -$99.3K -2,265 -31%
EIP
1745
Epoch Investment Partners
New York
$218K -$15.8K -359,421 -7%
PJSIMP
1746
P.J. Schmidt Investment Management (PJS)
Wisconsin
$217K -$43.9K -1,000 -17%
BB
1747
Bell Bank
North Dakota
$217K +$217K +4,957 New
CIA
1748
Cascade Investment Advisors
Oregon
$216K +$70K +1,595 +48%
OSNBOA
1749
Old Second National Bank of Aurora
Illinois
$216K -$45.8K -1,044 -17%
NSB
1750
Norway Savings Bank
Maine
$216K -$2.23K -51 -1%
68 69
70
71 72