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Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
1726
Norris Perne & French
Michigan
$347K -$43.1K -847 -11%
CYG
1727
Clean Yield Group
Vermont
$347K -$10.2K -200 -3%
CM
1728
Castleark Management
Illinois
$347K – – –
TF
1729
Tompkins Financial
New York
$346K -$94.8K -1,864 -22%
9WM
1730
9258 Wealth Management
Ohio
$345K -$3.16K -62 -0.9%
CANC
1731
Culbertson A N & Co
Virginia
$345K – – –
STMM
1732
South Texas Money Management
Texas
$344K -$110K -2,170 -24%
SCI
1733
Stableford Capital II
Arizona
$344K -$44.6K -877 -11%
SFS
1734
Strategic Financial Services
New York
$344K +$37.9K +745 +12%
MWA
1735
Meridian Wealth Advisors
Texas
$340K – – –
OCG
1736
Opus Capital Group
Ohio
$340K +$62.8K +1,235 +23%
IIA
1737
IPG Investment Advisors
California
$340K – – –
PI
1738
Pettee Investors
Connecticut
$339K – – –
LSPW
1739
Lake Street Private Wealth
Illinois
$338K +$338K +6,634 New
SWRP
1740
Summit Wealth & Retirement Planning
California
$335K – – –
GIP
1741
Granite Investment Partners
California
$332K -$16.2K -318 -5%
KL
1742
KWMG LLC
Kansas
$332K +$2.39K +47 +0.7%
SCM
1743
Sterneck Capital Management
Missouri
$331K – – –
TFO
1744
Tarbox Family Office
California
$330K -$33.6K -659 -9%
QPWM
1745
Quadrant Private Wealth Management
Pennsylvania
$330K +$5.91K +116 +2%
FAG
1746
Financial Advisory Group
Texas
$330K +$83.5K +1,600 +34%
MIC
1747
Meridian Investment Counsel
California
$328K +$2.4K +47 +0.7%
GAM
1748
Garrison Asset Management
Arkansas
$326K -$25.1K -493 -7%
ACP
1749
Aviance Capital Partners
Florida
$326K -$3.92K -77 -1%
AAM
1750
American Asset Management
Florida
$326K -$916 -18 -0.3%
68 69
70
71 72