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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 %
WA
1826
WealthTrust-Arizona
Arizona
$83K -$83.9K -1,907 -50%
PS
1827
Portfolio Strategies
New York
$83K -$20.8K -475 -20%
IAS
1828
IMA Advisory Services
Colorado
$83K +$83K +1,884 New
ME
1829
McIlrath & Eck
Washington
$82K -$75.5K -1,712 -48%
MA
1830
MCF Advisors
Kentucky
$79K – – –
LWA
1831
Lowe Wealth Advisors
Maryland
$79K – – –
EARNEST Partners
1832
EARNEST Partners
Georgia
$76K – – –
ST
1833
Sageworth Trust
Pennsylvania
$76K +$17.6K +400 +30%
ABA
1834
American Beacon Advisors
Texas
$74K – – –
FMP
1835
Financial Management Professionals
Texas
$71K – – –
CHP
1836
Cable Hill Partners
Oregon
$70K -$186K -4,211 -73%
BCI
1837
Brinker Capital Investments
Pennsylvania
$68K +$7.61K +174 +13%
BAMG
1838
Brand Asset Management Group
Missouri
$68K +$68K +1,560 New
PAM
1839
Paradigm Asset Management
New York
$68K – – –
AA
1840
Apriem Advisors
California
$67K +$67K +1,518 New
GC
1841
Grace Capital
Massachusetts
$67K +$67K +1,520 New
MS
1842
Marshall & Sullivan
Washington
$66.7K +$66.7K +1,520 New
WCAMG
1843
Woodard & Company Asset Management Group
North Carolina
$64.6K – – –
PCIA
1844
Prime Capital Investment Advisors
Kansas
$64K -$38K -869 -37%
PW
1845
Price Wealth
Texas
$62K +$37.6K +861 +154%
KJWM
1846
Kiley Juergens Wealth Management
Washington
$62K +$62K +1,417 New
FEG
1847
Financial Enhancement Group
Indiana
$61K -$4.71K -108 -7%
AWM
1848
AllSquare Wealth Management
New York
$61K +$10.5K +240 +21%
TC
1849
Trilogy Capital
California
$60K +$1.86K +42 +3%
VCM
1850
Vigilant Capital Management
Maine
$60K +$8.84K +200 +17%
72 73
74
75 76