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Coca-Cola
KO

Overview Fund Activity

2,115 hedge funds and large institutions have $160B invested in Coca-Cola in 2019 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 830 increasing their positions, 891 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,115
Holders Change
+22
Holders Change %
+1.05%
% of All Funds
46.45%
Holding in Top 10
109
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+25.29%
% of All Funds
2.39%
New
109
Increased
830
Reduced
891
Closed
71
Calls
$1.53B
Puts
$1.22B
Net Calls
+$308M
Net Calls Change
-$38.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$587M
2
Morgan Stanley
Morgan Stanley
New York
+$459M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$248M
4
UBS AM
UBS AM
Illinois
+$227M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$210M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$425M
2
ClearBridge Investments
ClearBridge Investments
New York
-$424M
3
Capital International Investors
Capital International Investors
California
-$282M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$271M
5
Citadel Advisors
Citadel Advisors
Florida
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1801
Hendershot Investments
Virginia
$319K – – –
TI
1802
Tidal Investments
Wisconsin
$318K +$318K +5,834 New
PHAM
1803
Palisades Hudson Asset Management
Florida
$316K – – –
VSWA
1804
Vontobel Swiss Wealth Advisors
Switzerland
$316K – – –
GEA
1805
Glen Eagle Advisors
New Jersey
$316K +$18.7K +343 +6%
CG
1806
Cynosure Group
Utah
$313K -$111K -2,031 -26%
HHGA
1807
Halbert Hargrove Global Advisors
California
$313K +$7.07K +130 +2%
AAM
1808
Aureus Asset Management
Massachusetts
$312K – – –
SCA
1809
Sippican Capital Advisors
Massachusetts
$312K – – –
FMTC
1810
Farmers & Merchants Trust Company
California
$312K – – –
BCM
1811
BlueCrest Capital Management
Jersey
$312K +$312K +5,730 New
RP
1812
Riverbridge Partners
Minnesota
$311K – – –
REMPR
1813
Roof Eidam Maycock Peralta (REMP)
California
$310K – – –
PCP
1814
Proficio Capital Partners
Massachusetts
$309K -$79.2K -1,452 -20%
TSS
1815
Two Sigma Securities
New York
$308K -$1.35M -24,735 -81%
JLBC
1816
J.L. Bainbridge & Co
Florida
$307K +$11.7K +216 +4%
PCIA
1817
Prime Capital Investment Advisors
Kansas
$306K +$277K +8,642 +955%
HCM
1818
Hutchinson Capital Management
California
$305K – – –
ECM
1819
Elgethun Capital Management
South Dakota
$304K -$607K -11,130 -67%
SIC
1820
Sigma Investment Counselors
Michigan
$303K +$17.2K +316 +6%
BWM
1821
Baystate Wealth Management
Massachusetts
$303K +$34.2K +628 +13%
RPA
1822
Rock Point Advisors
Vermont
$301K -$28.3K -520 -9%
CIP
1823
Capital Insight Partners
Arizona
$301K -$2.51K -46 -0.8%
IRC
1824
Investors Research Corp
Georgia
$301K +$10.9K +200 +4%
AAS
1825
Annex Advisory Services
Wisconsin
$300K -$10.9K -201 -4%
71 72
73
74 75