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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
1801
Northwest Wealth Management
Iowa
$128K -$10.5K -239 -8%
DOA
1802
D'Orazio & Associates
Virginia
$128K -$3.06K -70 -2%
MCM
1803
MV Capital Management
Maryland
$125K – – –
FL
1804
Fort LP
Maryland
$122K +$122K +2,792 New
TCM
1805
Tradewinds Capital Management
Washington
$118K +$32.8K +747 +38%
LWM
1806
Lenox Wealth Management
Ohio
$117K -$1.69K -38 -1%
CFC
1807
Coyle Financial Counsel
Illinois
$117K +$117K +2,657 New
GBBWRPM
1808
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K – – –
SEIA
1809
Signature Estate & Investment Advisors
California
$116K +$116K +2,643 New
AIM
1810
Arcadia Investment Management
Michigan
$114K – – –
PCTC
1811
Perkins Coie Trust Company
Washington
$111K -$29.1K -660 -21%
MFBTD
1812
MB Financial Bank - Trust Department
Illinois
$108K -$10.2K -234 -9%
SMG
1813
Spectrum Management Group
Indiana
$107K – – –
TIM
1814
Tortoise Investment Management
New York
$107K +$1.97K +45 +2%
WA
1815
WP Advisors
California
$107K +$107K +2,448 New
TWMP
1816
Taylor Wealth Management Partners
Massachusetts
$101K -$17.6K -400 -15%
PCM
1817
Princeton Capital Management
New Jersey
$101K – – –
CWA
1818
Clarus Wealth Advisors
Arizona
$101K +$101K +2,331 New
GWS
1819
Glassman Wealth Services
Virginia
$99K +$5.72K +130 +6%
LIM
1820
Lagoda Investment Management
New York
$92K – – –
LD
1821
Lipe & Dalton
New York
$92K +$4.38K +100 +5%
EWM
1822
Endurance Wealth Management
Rhode Island
$86K -$5.24K -120 -6%
WCMN
1823
Westchester Capital Management (Nebraska)
Nebraska
$86K – – –
CA
1824
Centerpoint Advisors
Massachusetts
$86K +$32.7K +745 +61%
JWM
1825
Janiczek Wealth Management
Colorado
$86K +$86K +1,967 New
71 72
73
74 75