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Coca-Cola
KO

Overview Fund Activity

1,934 hedge funds and large institutions have $132B invested in Coca-Cola in 2018 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 656 increasing their positions, 883 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
-1
Holders Change %
-0.05%
% of All Funds
44.29%
Holding in Top 10
75
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.64%
% of All Funds
1.72%
New
81
Increased
656
Reduced
883
Closed
63
Calls
$1.19B
Puts
$812M
Net Calls
+$382M
Net Calls Change
+$298M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.31B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$673M
3
State Street
State Street
Massachusetts
+$264M
4
Renaissance Technologies
Renaissance Technologies
New York
+$187M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$181M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.87B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$384M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$243M
4
N
Natixis
France
-$146M
5
SB
Suntrust Banks
Georgia
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1851
AllSquare Wealth Management
New York
$64K – – –
TC
1852
Trilogy Capital
California
$63K – – –
LWA
1853
Lenox Wealth Advisors
New York
$62K – – –
KAS
1854
Kemnay Advisory Services
New York
$58K – – –
PCA
1855
Providence Capital Advisors
North Carolina
$58K – – –
RFWA
1856
RPg Family Wealth Advisory
Massachusetts
$57.5K – – –
AI
1857
ArchPoint Investors
Florida
$56K – – –
AS
1858
Altshuler Shaham
Israel
$55K +$26.5K +572 +93%
PC
1859
Permit Capital
Pennsylvania
$54K – – –
RCG
1860
Ruggie Capital Group
Florida
$53K -$304K -6,519 -85%
AWMS
1861
Advocacy Wealth Management Services
Georgia
$49K – – –
PO
1862
Private Ocean
California
$48K – – –
LF
1863
Lee Financial
Texas
$47K -$138K -2,975 -75%
FGAM
1864
Financial Gravity Asset Management
Texas
$46K -$6.47K -140 -12%
RBC
1865
Roble Belko & Company
Pennsylvania
$46K – – –
BA
1866
Ballew Advisors
Mississippi
$46K – – –
MI
1867
Markston International
New York
$43K – – –
NL
1868
NVWM LLC
Pennsylvania
$42K – – –
WAS
1869
Winch Advisory Services
Wisconsin
$41K +$368 +8 +0.9%
AA
1870
AlphaMark Advisors
Kentucky
$40K +$327 +7 +0.8%
SPL
1871
Smart Portfolios LLC
Washington
$40K +$1.3K +28 +3%
CFN
1872
Cordasco Financial Network
Florida
$38K – – –
WAM
1873
Watermark Asset Management
California
$38K – – –
RMAM
1874
Raab & Moskowitz Asset Management
New Jersey
$38K +$38K +834 New
SIA
1875
SeaBridge Investment Advisors
New Jersey
$37K – – –
73 74
75
76 77