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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 %
CFD
1851
Creative Financial Designs
Indiana
$153K +$35.6K +774 +30%
GAM
1852
Gemmer Asset Management
California
$151K – – –
SIAS
1853
Shine Investment Advisory Services
Colorado
$146K – – –
PCTC
1854
Perkins Coie Trust Company
Washington
$146K – – –
GF
1855
Goodman Financial
Texas
$143K +$143K +3,117 New
AIP
1856
Almanack Investment Partners
Pennsylvania
$142K +$29.9K +650 +27%
LA
1857
Legacy Advisors
Pennsylvania
$141K -$10.4K -227 -7%
SMG
1858
Spectrum Management Group
Indiana
$140K – – –
VIM
1859
Veritas Investment Management
United Kingdom
$138K – – –
JAM
1860
Jolley Asset Management
North Carolina
$138K – – –
ACM
1861
AUA Capital Management
Pennsylvania
$138K – – –
PWM
1862
Perigon Wealth Management
California
$136K +$136K +2,965 New
DOA
1863
D'Orazio & Associates
Virginia
$134K – – –
MFBTD
1864
MB Financial Bank - Trust Department
Illinois
$131K -$5.51K -120 -4%
MCM
1865
MV Capital Management
Maryland
$131K – – –
AIM
1866
Arcadia Investment Management
Michigan
$128K -$9.15K -200 -7%
SPI
1867
Santori & Peters Inc
Pennsylvania
$127K +$127K +2,955 New
LWM
1868
Lenox Wealth Management
Ohio
$122K +$964 +21 +0.8%
EWM
1869
Endurance Wealth Management
Rhode Island
$115K -$2.29K -50 -2%
RFWA
1870
RPg Family Wealth Advisory
Massachusetts
$112K – – –
PCM
1871
Poehling Capital Management
Wisconsin
$111K +$111K +2,411 New
PS
1872
Portfolio Strategies
New York
$109K +$109K +2,374 New
BBA
1873
Braun-Bostich & Associates
Pennsylvania
$109K +$109K +2,383 New
CIA
1874
Cascade Investment Advisors
Oregon
$109K +$20.9K +455 +24%
DCM
1875
Delpha Capital Management
New York
$98K +$98K +2,138 New
73 74
75
76 77