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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 %
TC
1801
Trust Company
Kansas
$262K -$5.36K -113 -2%
DSAM
1802
Dock Street Asset Management
Florida
$262K – – –
EIP
1803
Ellis Investment Partners
Pennsylvania
$262K +$262K +5,546 New
AIM
1804
Avity Investment Management
Connecticut
$260K -$94.5K -2,000 -27%
NSB
1805
Norway Savings Bank
Maine
$260K +$17.5K +370 +7%
VCM
1806
Virtue Capital Management
Tennessee
$259K -$2.34M -49,427 -90%
AAMU
1807
Amundi Asset Management US
Massachusetts
$256K +$19.6K +413,417 +8%
PA
1808
Parkside Advisors
California
$254K +$254K +5,365 New
IRC
1809
Investors Research Corp
Georgia
$252K – – –
RWM
1810
RKL Wealth Management
Pennsylvania
$251K -$12.1K -258 -5%
PV
1811
Private Vista
Illinois
$250K -$25.8K -544 -9%
TIM
1812
Total Investment Management
Arizona
$250K +$443 +9 +0.2%
NAM
1813
North American Management
Massachusetts
$246K -$190 -4 -0.1%
SFG
1814
Sather Financial Group
Texas
$246K – – –
MCA
1815
Morris Capital Advisors
Pennsylvania
$245K – – –
CSA
1816
Cottage Street Advisors
Massachusetts
$245K +$4.46K +94 +2%
HHGA
1817
Halbert Hargrove Global Advisors
California
$245K +$6.72K +142 +3%
SCA
1818
Sippican Capital Advisors
Massachusetts
$243K – – –
FFG
1819
Frisch Financial Group
New York
$243K +$243K +5,142 New
WDL
1820
Well Done LLC
Michigan
$242K -$199K -4,211 -45%
CWM
1821
Concentric Wealth Management
California
$242K – – –
ACM
1822
AlphaStar Capital Management
North Carolina
$242K +$13.7K +289 +6%
CC
1823
Claybrook Capital
Massachusetts
$242K +$223K +4,716 +1,179%
TCPWM
1824
Traverso Chambers Private Wealth Management
California
$242K +$242K +5,111 New
PM
1825
Parametrica Management
Hong Kong
$242K +$242K +5,112 New
71 72
73
74 75