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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 %
LPC
1751
Loeb Partners Corp
New York
$294K -$22.5K -475 -7%
WF
1752
WoodTrust Financial
Wisconsin
$294K – – –
CWA
1753
Cypress Wealth Advisors
California
$293K – – –
AI
1754
Accredited Investors
Minnesota
$292K +$292K +6,157 New
MWP
1755
Moller Wealth Partners
$292K +$292K +6,200 New
FAN
1756
Financial Advisors Network
California
$290K +$290K +6,124 New
MC
1757
Machina Capital
France
$290K +$290K +6,124 New
SWA
1758
Stratos Wealth Advisors
Ohio
$290K +$290K +6,125 New
RPA
1759
Rock Point Advisors
Vermont
$286K -$28.9K -610 -9%
MIFH
1760
Migdal Insurance & Financial Holdings
Israel
$285K -$272K -5,760 -49%
TSWM
1761
Triangle Securities Wealth Management
North Carolina
$285K +$37.3K +788 +15%
CG
1762
Cutler Group
California
$284K -$1.36M -28,749 -83%
DDPIC
1763
Deroy & Devereaux Private Investment Counsel
Michigan
$284K – – –
GC
1764
Gruss & Co
Florida
$284K – – –
RIS
1765
Retirement Income Solutions
Michigan
$283K -$126K -2,660 -31%
CCM
1766
Carlson Capital Management
Minnesota
$282K -$16.8K -354 -6%
CIP
1767
Capital Insight Partners
Arizona
$282K -$4.73K -100 -2%
VA
1768
Valmark Advisers
Ohio
$282K +$36K +760 +15%
OA
1769
Oxbow Advisors
Texas
$279K +$3.94K +83 +1%
MLFP
1770
MPS Loria Financial Planners
Illinois
$278K -$7.18K -152 -3%
HI
1771
Hendershot Investments
Virginia
$278K -$4.5K -95 -2%
SC
1772
Searle & Co
Connecticut
$277K – – –
MGIA
1773
Matthew Goff Investment Advisor
Texas
$277K – – –
TL
1774
Tirschwell & Loewy
New York
$275K -$69.8K -1,475 -20%
GC
1775
Gibson Capital
Pennsylvania
$275K – – –
69 70
71
72 73