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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 %
SA
1876
SRH Advisors
Kansas
$263K +$599 +11 +0.2%
MC
1877
Mathes Company
New York
$262K – – –
CCFM
1878
Clear Creek Financial Management
Washington
$258K -$24.9K -476 -9%
WIP
1879
Wellesley Investment Partners
Massachusetts
$258K +$6.98K +128 +3%
AA
1880
Advisory Alpha
Michigan
$257K -$3.5K -65 -1%
HBWM
1881
Hollow Brook Wealth Management
New York
$257K – – –
TCPWM
1882
Traverso Chambers Private Wealth Management
California
$256K – – –
TLP
1883
Trinity Legacy Partners
Texas
$255K -$11.7K -220 -4%
MCM
1884
McRae Capital Management
New Jersey
$255K – – –
WCF
1885
West Coast Financial
California
$254K +$163 +3 +0.1%
WTFG
1886
Wells Trecaso Financial Group
Ohio
$253K -$8.68K -159 -3%
CFG
1887
CMC Financial Group
Georgia
$253K – – –
VNA
1888
Valley National Advisers
Pennsylvania
$253K +$218 +4 +0.1%
W
1889
WealthOne
New York
$253K +$3.54K +65 +1%
FIM
1890
Fernwood Investment Management
Massachusetts
$253K +$5.45K +100 +2%
MFG
1891
Merit Financial Group
Georgia
$253K +$253K +4,643 New
WS
1892
Wela Strategies
Georgia
$252K -$18.3K -336 -7%
OAM
1893
Oak Asset Management
California
$251K – – –
PR
1894
Payden & Rygel
California
$250K – – –
SWRP
1895
Summit Wealth & Retirement Planning
California
$249K -$109K -2,000 -30%
WCG
1896
Weaver Consulting Group
California
$249K +$11.8K +220 +5%
NSB
1897
Norway Savings Bank
Maine
$248K -$8.16K -150 -3%
GWAG
1898
Garrett Wealth Advisory Group
Texas
$246K -$3.81K -70 -2%
NGA
1899
Naples Global Advisors
Florida
$246K +$9.8K +180 +4%
OCM
1900
One Capital Management
California
$245K -$6.75K -124 -3%
74 75
76
77 78