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Coca-Cola
KO

Overview Fund Activity

1,970 hedge funds and large institutions have $130B invested in Coca-Cola in 2017 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 671 increasing their positions, 799 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,970
Holders Change
+175
Holders Change %
+9.75%
% of All Funds
44.74%
Holding in Top 10
87
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.35%
% of All Funds
1.98%
New
245
Increased
671
Reduced
799
Closed
54
Calls
$1.25B
Puts
$1.42B
Net Calls
-$175M
Net Calls Change
+$13.8M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$309M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$299M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$143M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$462M
2
Credit Agricole
Credit Agricole
France
-$303M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$235M
4
HCM
Highfields Capital Management
Massachusetts
-$152M
5
Capital International Investors
Capital International Investors
California
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
1826
Cribstone Capital Management
Maine
$185K +$642 +14 +0.3%
RPC
1827
Rossmore Private Capital
Connecticut
$184K +$184K +4,005 New
BWP
1828
Baldwin Wealth Partners
Massachusetts
$182K – – –
MOS
1829
MGO One Seven
Ohio
$181K +$181K +3,936 New
AFIA
1830
America First Investment Advisors
Nebraska
$180K +$41.2K +901 +30%
BEAM
1831
Baker Ellis Asset Management
Washington
$179K -$845K -18,401 -83%
PK
1832
Pflug Koory
Nebraska
$177K -$27.6K -600 -13%
VCM
1833
Vigilant Capital Management
Maine
$177K +$26.7K +581 +18%
GFP
1834
Gryphon Financial Partners
Ohio
$177K +$177K +3,871 New
CWM
1835
Catamount Wealth Management
Connecticut
$175K -$3.95K -86 -2%
WA
1836
WealthTrust-Arizona
Arizona
$174K +$183 +4 +0.1%
KA
1837
Kaizen Advisory
Illinois
$170K +$170K +3,705 New
LIM
1838
Lagoda Investment Management
New York
$167K – – –
PWM
1839
Paulson Wealth Management
Illinois
$167K +$167K +3,646 New
LCM
1840
Liberty Capital Management
Michigan
$166K +$32.2K +700 +24%
ME
1841
McIlrath & Eck
Washington
$164K +$164K +3,572 New
AFNAS
1842
American Financial Network Advisory Services
California
$161K -$7.32K -160 -4%
AC
1843
Avestar Capital
New York
$160K +$160K +4,027 New
WI
1844
Welch Investments
Alabama
$159K +$4.6K +100 +3%
EAM
1845
Exane Asset Management
France
$158K +$158K +3,452 New
CLM
1846
ClearBridge LLC (Maryland)
Maryland
$157K – – –
WA
1847
Winfield Associates
Ohio
$157K +$3.35K +72 +2%
DSN
1848
D. Scott Neal
Kentucky
$156K – – –
AAP
1849
Arax Advisory Partners
Colorado
$156K +$1.42K +31 +0.9%
FDS
1850
First Dallas Securities
Texas
$155K +$155K +3,372 New
72 73
74
75 76