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Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
1801
Northwest Wealth Management
Iowa
$130K -$5.09K -110 -4%
SEIA
1802
Signature Estate & Investment Advisors
California
$128K +$5.78K +125 +5%
WIA
1803
Westbourne Investment Advisors
Maryland
$117K +$117K +2,529 New
CPH
1804
C Partners Holding
Switzerland
$116K -$119K -2,575 -51%
PCTC
1805
Perkins Coie Trust Company
Washington
$116K – – –
WA
1806
WP Advisors
California
$114K +$1.02K +22 +0.9%
CFD
1807
Creative Financial Designs
Indiana
$113K -$74.4K -1,614 -40%
SMG
1808
Spectrum Management Group
Indiana
$113K – – –
TIM
1809
Tortoise Investment Management
New York
$113K – – –
MFBTD
1810
MB Financial Bank - Trust Department
Illinois
$111K -$3.43K -74 -3%
TWMP
1811
Taylor Wealth Management Partners
Massachusetts
$106K – – –
TCM
1812
Tradewinds Capital Management
Washington
$105K -$19.8K -426 -16%
LWM
1813
Lenox Wealth Management
Ohio
$104K -$19.3K -413 -16%
GWS
1814
Glassman Wealth Services
Virginia
$104K +$185 +4 +0.2%
WA
1815
WealthTrust-Arizona
Arizona
$104K +$17.2K +373 +20%
LD
1816
Lipe & Dalton
New York
$97K – – –
LIM
1817
Lagoda Investment Management
New York
$97K – – –
AIM
1818
Arcadia Investment Management
Michigan
$91K -$29.1K -630 -24%
EWM
1819
Endurance Wealth Management
Rhode Island
$91K – – –
WCMN
1820
Westchester Capital Management (Nebraska)
Nebraska
$91K – – –
JWM
1821
Janiczek Wealth Management
Colorado
$90K -$1.16K -25 -1%
PS
1822
Portfolio Strategies
New York
$88K – – –
IAS
1823
IMA Advisory Services
Colorado
$88K +$557 +12 +0.6%
KIG
1824
Kessler Investment Group
Indiana
$87K +$23.2K +499 +36%
VRM
1825
Vectors Research Management
New York
$87K +$87K +1,985 New
71 72
73
74 75