KO icon

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 %
CWM
1826
Catamount Wealth Management
Connecticut
$241K – – –
SNB
1827
Security National Bank
Nebraska
$241K +$4.74K +100 +2%
QAM
1828
Questar Asset Management
Minnesota
$241K +$241K +5,088 New
OSNBOA
1829
Old Second National Bank of Aurora
Illinois
$240K -$1.18K -25 -0.5%
LJHT
1830
Laurie J. Hall Trustee
$240K – – –
JLBC
1831
J.L. Bainbridge & Co
Florida
$240K +$1.28K +27 +0.5%
VFP
1832
Verus Financial Partners
Virginia
$238K – – –
AAS
1833
Annex Advisory Services
Wisconsin
$237K +$900 +19 +0.4%
VSWA
1834
Vontobel Swiss Wealth Advisors
Switzerland
$236K – – –
MAS
1835
Managed Account Services
Florida
$236K +$143 +3 +0.1%
BWM
1836
BT Wealth Management
Georgia
$236K +$236K +5,171 New
WS
1837
Wela Strategies
Georgia
$235K -$47 -1 -0%
HI
1838
Human Investing
Oregon
$235K +$235K +4,955 New
PJSIMP
1839
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K – – –
ATFA
1840
All Terrain Financial Advisors
Minnesota
$234K +$9.51K +201 +4%
GCP
1841
GSA Capital Partners
United Kingdom
$234K +$234K +4,951 New
BI
1842
Ballast Inc
Kentucky
$233K -$17.6K -373 -7%
WPP
1843
Whalerock Point Partners
Rhode Island
$233K – – –
BWP
1844
Bernardo Wealth Planning
Pennsylvania
$233K +$233K +4,931 New
OAM
1845
Occidental Asset Management
California
$232K – – –
PBO
1846
Peoples Bank (Ohio)
Ohio
$231K -$28.4K -600 -11%
WPA
1847
Winning Points Advisors
Florida
$230K – – –
BPA
1848
Beacon Pointe Advisors
California
$230K +$230K +4,878 New
AWA
1849
Acorn Wealth Advisors
Michigan
$229K -$5.04K -108 -2%
SAM
1850
Security Asset Management
New York
$228K – – –
72 73
74
75 76