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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 %
MC
1851
Mathes Company
New York
$228K – – –
SA
1852
SRH Advisors
Kansas
$228K +$474 +10 +0.2%
WTFG
1853
Wells Trecaso Financial Group
Ohio
$228K +$4.23K +89 +2%
GC
1854
Guardian Capital
Ontario, Canada
$225K +$225K +4,742 New
CWAG
1855
Compton Wealth Advisory Group
Virginia
$225K +$225K +4,743 New
ACM
1856
Advisors Capital Management
New Jersey
$225K +$225K +4,747 New
ANB
1857
Amarillo National Bank
Texas
$224K – – –
CIA
1858
Cascade Investment Advisors
Oregon
$224K – – –
NCM
1859
New Capital Management
Texas
$223K -$18.7K -395 -8%
FAG
1860
Financial Advisory Group
Texas
$223K – – –
CCC
1861
Chelsea Counsel Company
California
$223K – – –
SCM
1862
SOL Capital Management
Maryland
$222K -$5.44K -115 -2%
MCM
1863
McRae Capital Management
New Jersey
$221K – – –
DAM
1864
Diamant Asset Management
Connecticut
$220K -$9.46K -200 -4%
GWAG
1865
Garrett Wealth Advisory Group
Texas
$220K +$220K +4,652 New
OCM
1866
One Capital Management
California
$219K -$29.9K -631 -12%
OFW
1867
Omnia Family Wealth
Florida
$219K +$8.86K +187 +4%
PR
1868
Payden & Rygel
California
$218K -$2.66M -56,200 -92%
GC
1869
Gilbert & Cook
Iowa
$215K -$4.07K -86 -2%
BCIM
1870
Bishop & Co Investment Management
Pennsylvania
$215K – – –
FIM
1871
Fernwood Investment Management
Massachusetts
$215K +$4.73K +100 +2%
SMFS
1872
Squar Milner Financial Services
California
$215K +$23.7K +501 +12%
HBWM
1873
Hollow Brook Wealth Management
New York
$213K – – –
WIA
1874
World Investment Advisors
California
$213K +$213K +4,293 New
CMI
1875
Clare Market Investments
Texas
$212K +$212K +4,487 New
73 74
75
76 77