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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 %
AWE
1776
Avidian Wealth Enterprises
Texas
$275K +$275K +5,797 New
REMPR
1777
Roof Eidam Maycock Peralta (REMP)
California
$274K – – –
GIM
1778
Goelzer Investment Management
Indiana
$274K – – –
FNC
1779
First National Corp
Massachusetts
$274K +$274K +5,791 New
MWM
1780
Meridian Wealth Management
Kentucky
$273K +$273K +5,766 New
BIM
1781
Baldwin Investment Management
Pennsylvania
$272K +$2.37K +50 +0.9%
DA
1782
DSC Advisors
Illinois
$272K +$46.6K +985 +21%
AOWM
1783
Alpha Omega Wealth Management
Virginia
$271K -$20.3K -428 -7%
RHBC
1784
R.H. Bluestein & Co
Michigan
$271K +$4.74K +100 +2%
SIA
1785
Starfire Investment Advisers
Michigan
$271K +$83K +1,756 +44%
RP
1786
Riverbridge Partners
Minnesota
$270K – – –
FWM
1787
Focused Wealth Management
New York
$270K +$5.17K +109 +2%
PWAG
1788
Polaris Wealth Advisory Group
California
$268K +$191K +4,035 +249%
SFS
1789
Strategic Financial Services
New York
$268K +$268K +5,650 New
RWP
1790
RWA Wealth Partners
Massachusetts
$266K -$20.6K -435 -7%
GHAM
1791
Gilman Hill Asset Management
Connecticut
$266K +$13.1K +278 +5%
GIA
1792
Gladstone Institutional Advisory
Florida
$266K +$266K +5,615 New
BCM
1793
Becker Capital Management
Oregon
$265K -$74.3K -1,570 -22%
HCM
1794
Hutchinson Capital Management
California
$265K – – –
CCP
1795
Cardan Capital Partners
Colorado
$264K – – –
CS
1796
Cannell & Spears
New York
$264K – – –
SFG
1797
SNS Financial Group
Minnesota
$264K +$15.5K +327 +6%
GEA
1798
Glen Eagle Advisors
New Jersey
$263K +$95 +2 +0%
VLC
1799
Van Leeuwen & Company
New Jersey
$263K +$6.06K +128 +2%
S
1800
Surevest
California
$263K +$263K +5,564 New
70 71
72
73 74