KO icon

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 %
GWS
1876
Glassman Wealth Services
Virginia
$96K +$5.27K +115 +6%
LD
1877
Lipe & Dalton
New York
$92K – – –
AIM
1878
Assured Investment Management
New York
$92K +$92K +2,009 New
PWPS
1879
Pinnacle Wealth Planning Services
Ohio
$92K +$92K +2,011 New
WCMN
1880
Westchester Capital Management (Nebraska)
Nebraska
$90K -$1.6K -35 -2%
TCM
1881
Tradewinds Capital Management
Washington
$89K -$779 -17 -0.9%
TWMP
1882
Taylor Wealth Management Partners
Massachusetts
$84K -$457 -10 -0.5%
MA
1883
MCF Advisors
Kentucky
$84K – – –
FMP
1884
Financial Management Professionals
Texas
$84K +$92 +2 +0.1%
MGIA
1885
Moneta Group Investment Advisors
Missouri
$84K +$84K +1,823 New
LWA
1886
Lowe Wealth Advisors
Maryland
$82K – – –
GTAM
1887
Global Trust Asset Management
Florida
$82K +$82K +1,799 New
PCA
1888
Providence Capital Advisors
North Carolina
$81K +$81K +1,758 New
EARNEST Partners
1889
EARNEST Partners
Georgia
$80K +$80K +1,743 New
SQA
1890
Simon Quick Advisors
New Jersey
$74K +$41.9K +880 +130%
ABA
1891
American Beacon Advisors
Texas
$73K +$4.59K +100 +7%
PCIA
1892
Prime Capital Investment Advisors
Kansas
$73K +$73K +1,600 New
PAM
1893
Paradigm Asset Management
New York
$71.1K +$71.1K +1,550 New
WCAMG
1894
Woodard & Company Asset Management Group
North Carolina
$71K +$71K +1,546 New
KJWM
1895
Kiley Juergens Wealth Management
Washington
$63K +$63K +1,383 New
LWA
1896
Lenox Wealth Advisors
New York
$62K -$461 -10 -0.7%
ST
1897
Sageworth Trust
Pennsylvania
$61K – – –
KAS
1898
Kemnay Advisory Services
New York
$57K – – –
IP
1899
Isthmus Partners
Wisconsin
$57K – – –
CP
1900
Corbenic Partners
Pennsylvania
$57K +$46 +1 +0.1%
74 75
76
77 78