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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 %
SIS
1901
Sound Income Strategies
Florida
$57K +$57K +1,279 New
AI
1902
ArchPoint Investors
Florida
$55K – – –
PC
1903
Permit Capital
Pennsylvania
$54K – – –
T2I
1904
Turim 21 Investimentos
Brazil
$54K – – –
BWA
1905
BDO Wealth Advisors
Florida
$54K +$1.07K +23 +2%
AWM
1906
AllSquare Wealth Management
New York
$53K – – –
AIS
1907
AlphaOne Investment Services
Pennsylvania
$51K +$414 +9 +0.8%
PO
1908
Private Ocean
California
$51K +$21.3K +462 +72%
PW
1909
Price Wealth
Texas
$51K +$51K +1,120 New
AWMS
1910
Advocacy Wealth Management Services
Georgia
$48K – – –
RAM
1911
Riggs Asset Management
Pennsylvania
$47K – – –
HWP
1912
Hefty Wealth Partners
Indiana
$44K – – –
MI
1913
Markston International
New York
$43K – – –
FGC
1914
Financial Gravity Companies
Texas
$43K +$43K +895 New
CCT
1915
Capital City Trust
Florida
$40.2K -$441K -842,403 -92%
WAS
1916
Winch Advisory Services
Wisconsin
$40K +$684 +15 +2%
AA
1917
AlphaMark Advisors
Kentucky
$39K +$604 +13 +2%
MPPLM
1918
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$39K +$39K +860 New
WAM
1919
Watermark Asset Management
California
$38K – – –
SIA
1920
SeaBridge Investment Advisors
New Jersey
$37K – – –
SHJ
1921
Sharkey, Howes & Javer
Colorado
$37K – – –
OFS
1922
Orrstown Financial Services
Pennsylvania
$36K – – –
LF
1923
Lee Financial
Texas
$36K – – –
BC
1924
Barnett & Company
Tennessee
$30K – – –
CAM
1925
Close Asset Management
United Kingdom
$30K – – –
75 76
77
78 79