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Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
1876
WealthOne
New York
$233K +$233K +4,577 New
FIM
1877
Fernwood Investment Management
Massachusetts
$231K – – –
WMC
1878
Westwood Management Corporation
Illinois
$229K +$229K +4,500 New
TC
1879
Trust Company
Kansas
$228K -$17.9K -350 -7%
ANB
1880
Amarillo National Bank
Texas
$228K – – –
HAC
1881
Harbor Advisory Corp
New Hampshire
$227K – – –
HCM
1882
Hengehold Capital Management
Ohio
$226K -$119K -2,337 -35%
CAG
1883
Csenge Advisory Group
Florida
$226K -$87.3K -1,716 -28%
NQWM
1884
Northwest Quadrant Wealth Management
Oregon
$226K – – –
SIG
1885
Sargent Investment Group
Maryland
$225K – – –
WCG
1886
Weaver Consulting Group
California
$224K – – –
TFGT
1887
TS Financial Group (TSFG)
Illinois
$224K +$42.3K +830 +23%
CBFP
1888
Cedar Brook Financial Partners
Ohio
$222K +$3.61K +71 +2%
CMI
1889
Clare Market Investments
Texas
$221K -$4.12K -81 -2%
NGA
1890
Naples Global Advisors
Florida
$221K – – –
HCM
1891
Harvest Capital Management
New Hampshire
$221K – – –
BWM
1892
BigSur Wealth Management
Florida
$220K – – –
PK
1893
Pflug Koory
Nebraska
$220K – – –
PSP
1894
Principal Street Partners
Tennessee
$220K +$220K +4,293 New
RWM
1895
RKL Wealth Management
Pennsylvania
$219K -$27.4K -537 -11%
BA
1896
Baugh & Associates
Georgia
$219K – – –
GSWM
1897
Golden State Wealth Management
California
$218K -$5.32K -105 -2%
DIM
1898
DC Investments Management
Virginia
$218K – – –
GWM
1899
Greenwich Wealth Management
Connecticut
$218K +$218K +4,283 New
CFG
1900
Cooper Financial Group
California
$218K +$218K +4,284 New
74 75
76
77 78