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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 %
BWA
1726
BlueSky Wealth Advisors
North Carolina
$309K +$309K +6,400 New
SCM
1727
Sterneck Capital Management
Missouri
$308K -$110K -2,312 -26%
QPWM
1728
Quadrant Private Wealth Management
Pennsylvania
$308K +$70.4K +1,488 +30%
KL
1729
KWMG LLC
Kansas
$307K -$757 -16 -0.2%
PWM
1730
Paulson Wealth Management
Illinois
$306K +$306K +6,414 New
MWA
1731
Meridian Wealth Advisors
Texas
$306K +$306K +6,464 New
BCM
1732
BlueCrest Capital Management
Jersey
$304K -$275K -5,811 -47%
GAG
1733
GM Advisory Group
New York
$303K -$80.2K -1,697 -21%
SICM
1734
Sustainable Insight Capital Management
New York
$303K -$1.7K -36 -0.6%
MIC
1735
Meridian Investment Counsel
California
$302K -$7.09K -150 -2%
BWA
1736
Burt Wealth Advisors
Maryland
$302K – – –
OC
1737
Oarsman Capital
Wisconsin
$302K +$14K +296 +5%
SCM
1738
Silvant Capital Management
Georgia
$301K – – –
FSC
1739
Full Sail Capital
Oklahoma
$301K +$301K +6,355 New
WA
1740
Wambolt & Associates
Colorado
$301K +$301K +6,363 New
CWM
1741
Cabot Wealth Management
Massachusetts
$300K – – –
BPWA
1742
Beacon Pointe Wealth Advisors
California
$300K +$300K +6,346 New
ACH
1743
ArrowMark Colorado Holdings
Colorado
$298K – – –
FMTC
1744
Farmers & Merchants Trust Company
California
$297K +$297K +6,268 New
NCM
1745
Nelson Capital Management
California
$296K -$99.3K -2,100 -25%
CCM
1746
Colorado Capital Management
Colorado
$296K -$28.5K -603 -9%
PPP
1747
Private Portfolio Partners
New Jersey
$296K +$296K +6,255 New
AAM
1748
American Asset Management
Florida
$295K – – –
MWM
1749
Merriman Wealth Management
Washington
$295K +$8.48K +178 +3%
LB
1750
Legacy Bridge
Iowa
$295K +$295K +6,230 New
68 69
70
71 72