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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 %
AAP
1851
Arax Advisory Partners
Colorado
$278K +$327 +6 +0.1%
TIM
1852
Total Investment Management
Arizona
$277K – – –
GHAM
1853
Gilman Hill Asset Management
Connecticut
$277K – – –
SNB
1854
Security National Bank
Nebraska
$277K – – –
GC
1855
Gilbert & Cook
Iowa
$276K +$11.8K +218 +4%
HIIFS
1856
Harel Insurance Investments & Financial Services
Israel
$275K -$320K -5,884 -54%
EIP
1857
Ellis Investment Partners
Pennsylvania
$273K -$6.21K -114 -2%
MKC
1858
M. Kraus & Co
Vermont
$273K +$10.9K +200 +4%
TWM
1859
Titus Wealth Management
California
$273K +$19.1K +351 +8%
LDFR
1860
Lehman & Derafelo Financial Resources
Pennsylvania
$272K +$10.9K +200 +4%
PJSIMP
1861
P.J. Schmidt Investment Management (PJS)
Wisconsin
$271K – – –
CSA
1862
Cottage Street Advisors
Massachusetts
$271K – – –
WAM
1863
Weiss Asset Management
Massachusetts
$271K +$47.4K +872 +21%
MLFP
1864
MPS Loria Financial Planners
Illinois
$270K +$1.41K +26 +0.5%
BI
1865
Ballast Inc
Kentucky
$270K +$5.66K +104 +2%
MWM
1866
Merriman Wealth Management
Washington
$268K -$8.93K -164 -3%
LWM
1867
Liberty Wealth Management
California
$267K -$193K -3,554 -42%
OAM
1868
Occidental Asset Management
California
$267K -$109 -2 -0%
WPA
1869
Winning Points Advisors
Florida
$267K – – –
LCM
1870
Liberty Capital Management
Michigan
$267K – – –
HWA
1871
HHM Wealth Advisors
Tennessee
$267K +$981 +18 +0.4%
UCMOK
1872
United Capital Management of KS
Kansas
$265K -$28.2K -522 -10%
CWAG
1873
Compton Wealth Advisory Group
Virginia
$265K -$327 -6 -0.1%
MAS
1874
Managed Account Services
Florida
$265K +$160 +3 +0.1%
LJHT
1875
Laurie J. Hall Trustee
$263K – – –
73 74
75
76 77