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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 %
AIM
1826
Avity Investment Management
Connecticut
$299K – – –
BAM
1827
Bruderman Asset Management
New York
$296K -$75.7K -1,448 -20%
BCM
1828
Becker Capital Management
Oregon
$296K +$5.28K +97 +2%
MC
1829
Miramar Capital
Illinois
$296K +$12.8K +236 +5%
CIA
1830
Cascade Investment Advisors
Oregon
$296K +$63.5K +1,167 +27%
ATFA
1831
All Terrain Financial Advisors
Minnesota
$294K – – –
CG
1832
Corundum Group
Colorado
$293K -$218 -4 -0.1%
GM
1833
GeoWealth Management
Illinois
$293K +$293K +5,380 New
PCM
1834
Prelude Capital Management
New York
$291K +$291K +5,350 New
OBWP
1835
O'Brien Wealth Partners
Massachusetts
$290K +$290K +5,332 New
RWP
1836
RWA Wealth Partners
Massachusetts
$289K -$26.1K -480 -8%
SCM
1837
Silvant Capital Management
Georgia
$286K -$63.1K -1,149 -18%
CCM
1838
Canal Capital Management
Virginia
$286K +$761 +14 +0.3%
FVWA
1839
Foster Victor Wealth Advisors
South Carolina
$284K +$35.2K +652 +14%
VCM
1840
Versant Capital Management
Arizona
$283K -$5.11K -94 -2%
SFG
1841
Sather Financial Group
Texas
$283K – – –
HH
1842
HWG Holdings
Texas
$283K +$283K +5,195 New
HL
1843
HeadInvest LLC
Maine
$282K +$27.2K +499 +11%
BWA
1844
BlueSky Wealth Advisors
North Carolina
$280K -$22.5K -418 -7%
WPP
1845
Whalerock Point Partners
Rhode Island
$280K +$3.11K +57 +1%
PV
1846
Private Vista
Illinois
$279K -$18.2K -336 -6%
SFG
1847
StrategIQ Financial Group
Indiana
$279K -$5.44K -100 -2%
BWA
1848
Burt Wealth Advisors
Maryland
$279K – – –
CWM
1849
Concentric Wealth Management
California
$279K – – –
LF
1850
Lantz Financial
Illinois
$279K +$6.17K +116 +2%
72 73
74
75 76