KO icon

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 %
BWM
1876
Baystate Wealth Management
Massachusetts
$212K -$9.94K -209 -4%
CW
1877
Cobiz Wealth
Colorado
$211K -$102K -2,158 -33%
HAC
1878
Harbor Advisory Corp
New Hampshire
$211K -$56.8K -1,200 -21%
GWCM
1879
Godshalk Welsh Capital Management
Pennsylvania
$211K – – –
MJP
1880
Michael J. Puzo
$210K -$47.5K -1,000 -18%
SIG
1881
Sargent Investment Group
Maryland
$209K +$209K +4,420 New
WANY
1882
Wealthspire Advisors (New York)
New York
$209K +$209K +4,420 New
UAM
1883
UAS Asset Management
New York
$208K -$162K -3,425 -44%
FVWA
1884
Foster Victor Wealth Advisors
South Carolina
$208K +$208K +4,387 New
NGA
1885
Naples Global Advisors
Florida
$208K +$208K +4,411 New
SMM
1886
Stadion Money Management
Georgia
$207K -$58.3K -1,232 -22%
NQWM
1887
Northwest Quadrant Wealth Management
Oregon
$207K +$1.27K +27 +0.6%
DTL
1888
Dynamic Technology Lab
Singapore
$207K +$207K +4,381 New
GJCM
1889
Grand Jean Capital Management
California
$206K – – –
HCM
1890
Harvest Capital Management
New Hampshire
$206K – – –
AA
1891
Advisory Alpha
Michigan
$205K +$205K +4,136 New
BFM
1892
Broadview Financial Management
Wisconsin
$205K +$205K +4,330 New
SFG
1893
StrategIQ Financial Group
Indiana
$205K +$205K +4,335 New
PK
1894
Pflug Koory
Nebraska
$204K +$9.46K +200 +5%
AF
1895
Apexium Financial
Texas
$204K +$204K +4,298 New
BA
1896
Baugh & Associates
Georgia
$204K +$204K +4,303 New
DIM
1897
DC Investments Management
Virginia
$203K +$203K +4,288 New
RWM
1898
Reston Wealth Management
Virginia
$203K +$203K +4,288 New
BC
1899
Banced Corp
Illinois
$203K +$203K +4,289 New
FLII
1900
First Long Island Investors
New York
$202K +$202K +4,259 New
74 75
76
77 78