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Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
1826
Gilman Hill Asset Management
Connecticut
$259K -$27.5K -540 -10%
SNB
1827
Security National Bank
Nebraska
$259K – – –
WPP
1828
Whalerock Point Partners
Rhode Island
$259K – – –
MAS
1829
Managed Account Services
Florida
$259K +$156 +3 +0.1%
AAP
1830
Arax Advisory Partners
Colorado
$259K +$259K +5,092 New
HI
1831
Human Investing
Oregon
$255K +$31K +609 +14%
NC
1832
Noked Capital
Israel
$255K +$255K +5,000 New
NI
1833
Noked Israel
Israel
$255K +$255K +5,000 New
CSA
1834
Cottage Street Advisors
Massachusetts
$254K -$9.74K -191 -4%
BWM
1835
Baystate Wealth Management
Massachusetts
$254K +$17.3K +336 +7%
WS
1836
Wela Strategies
Georgia
$253K – – –
PJSIMP
1837
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K +$7.98K +157 +3%
MLFP
1838
MPS Loria Financial Planners
Illinois
$251K +$1.42K +28 +0.6%
OAM
1839
Occidental Asset Management
California
$250K +$102 +2 +0%
WPA
1840
Winning Points Advisors
Florida
$250K +$508 +10 +0.2%
LDFR
1841
Lehman & Derafelo Financial Resources
Pennsylvania
$250K +$250K +4,800 New
LCM
1842
Liberty Capital Management
Michigan
$250K +$250K +4,907 New
BI
1843
Ballast Inc
Kentucky
$249K +$51 +1 +0%
AA
1844
Advisory Alpha
Michigan
$249K +$5.6K +109 +2%
CWAG
1845
Compton Wealth Advisory Group
Virginia
$248K +$6.32K +124 +3%
HWA
1846
HHM Wealth Advisors
Tennessee
$248K +$30.5K +600 +14%
CP
1847
Camelot Portfolios
Ohio
$247K -$1.18M -23,135 -83%
LJHT
1848
Laurie J. Hall Trustee
$247K – – –
GC
1849
Gilbert & Cook
Iowa
$247K +$9.76K +192 +4%
SA
1850
SRH Advisors
Kansas
$246K +$561 +11 +0.2%
72 73
74
75 76