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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
1751
1834 Investment Advisors
Wisconsin
$241K +$241K +5,251 New
CW
1752
Cobiz Wealth
Colorado
$239K – – –
VST
1753
Van Strum & Towne
California
$239K – – –
MCMT
1754
Moon Capital Management (Tennessee)
Tennessee
$238K +$275 +6 +0.1%
MCA
1755
Morris Capital Advisors
Pennsylvania
$237K – – –
CWM
1756
Concentric Wealth Management
California
$235K – – –
CIP
1757
Capital Insight Partners
Arizona
$234K -$1.15K -25 -0.5%
TIM
1758
Tortoise Investment Management
New York
$233K -$50K -1,088 -18%
BWM
1759
Baystate Wealth Management
Massachusetts
$233K -$47 -1 -0%
MCM
1760
McRae Capital Management
New Jersey
$233K – – –
KWM
1761
Kingsview Wealth Management
Oregon
$233K +$233K +5,087 New
SEIA
1762
Signature Estate & Investment Advisors
California
$231K -$1.29K -28 -0.6%
CCA
1763
Conservest Capital Advisors
Pennsylvania
$231K +$3.35K +73 +1%
FLPIM
1764
F.L. Putnam Investment Management
Massachusetts
$229K -$6.9K -150 -3%
EMG
1765
Ellington Management Group
Connecticut
$229K +$229K +5,000 New
CSA
1766
Cottage Street Advisors
Massachusetts
$228K -$9.19K -200 -4%
DLHL
1767
Donald L. Hagan LLC
Florida
$228K – – –
WIP
1768
Wellesley Investment Partners
Massachusetts
$227K +$46 +1 +0%
MAS
1769
Managed Account Services
Florida
$227K +$275 +6 +0.1%
VWM
1770
Venturi Wealth Management
Texas
$227K +$17.6K +384 +8%
HHGA
1771
Halbert Hargrove Global Advisors
California
$227K +$227K +4,945 New
WPP
1772
Whalerock Point Partners
Rhode Island
$226K +$2.44K +53 +1%
FM
1773
Foster & Motley
Ohio
$225K +$6.99K +152 +3%
WPA
1774
Winning Points Advisors
Florida
$224K – – –
LWS
1775
Lucia Wealth Services
California
$224K +$224K +4,888 New
69 70
71
72 73