KO icon

Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSNBOA
1726
Old Second National Bank of Aurora
Illinois
$235K +$7.66K +166 +3%
CSA
1727
Cottage Street Advisors
Massachusetts
$234K – – –
TIM
1728
Total Investment Management
Arizona
$234K +$185 +4 +0.1%
CCM
1729
Crabel Capital Management
California
$233K +$233K +5,041 New
JLBC
1730
J.L. Bainbridge & Co
Florida
$233K +$233K +5,047 New
HHGA
1731
Halbert Hargrove Global Advisors
California
$232K -$3.83K -83 -2%
QPWM
1732
Quadrant Private Wealth Management
Pennsylvania
$232K +$2.54K +55 +1%
CWM
1733
Catamount Wealth Management
Connecticut
$231K +$55.3K +1,200 +31%
SNB
1734
Security National Bank
Nebraska
$230K -$195K -4,220 -46%
AAS
1735
Annex Advisory Services
Wisconsin
$230K -$8.86K -192 -4%
VSWA
1736
Vontobel Swiss Wealth Advisors
Switzerland
$230K – – –
WS
1737
Wela Strategies
Georgia
$229K +$229K +4,962 New
PJSIMP
1738
P.J. Schmidt Investment Management (PJS)
Wisconsin
$228K – – –
WPA
1739
Winning Points Advisors
Florida
$227K – – –
WPP
1740
Whalerock Point Partners
Rhode Island
$227K – – –
OAM
1741
Occidental Asset Management
California
$226K – – –
MAS
1742
Managed Account Services
Florida
$226K +$226K +4,958 New
DAM
1743
Diamant Asset Management
Connecticut
$224K – – –
MC
1744
Mathes Company
New York
$223K – – –
LJHT
1745
Laurie J. Hall Trustee
$223K – – –
ACM
1746
AlphaStar Capital Management
North Carolina
$223K +$9.25K +200 +4%
TVWM
1747
Tower View Wealth Management
Wisconsin
$223K +$11.3K +246 +5%
SCM
1748
SOL Capital Management
Maryland
$222K -$32.3K -700 -13%
SA
1749
SRH Advisors
Kansas
$222K – – –
SAM
1750
Security Asset Management
New York
$222K – – –
68 69
70
71 72