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Coca-Cola
KO

Overview Fund Activity

1,935 hedge funds and large institutions have $124B invested in Coca-Cola in 2018 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 648 increasing their positions, 921 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,935
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
44.36%
Holding in Top 10
83
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-7.78%
% of All Funds
1.9%
New
101
Increased
648
Reduced
921
Closed
78
Calls
$954M
Puts
$870M
Net Calls
+$84.9M
Net Calls Change
-$34M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$798M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$363M
3
CWG
C WorldWide Group
Denmark
+$300M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$295M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$242M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$766M
2
Goldman Sachs
Goldman Sachs
New York
-$244M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$236M
4
Franklin Resources
Franklin Resources
California
-$231M
5
Barclays
Barclays
United Kingdom
-$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
1901
ProVise Management Group
Florida
$15.6K +$27 +266 +0.2%
FCT
1902
Family Capital Trust
Massachusetts
$15K – – –
MUS
1903
Mitsubishi UFJ Securities
Japan
$14K – – –
JAM
1904
JCIC Asset Management
Ontario, Canada
$13K +$13K +303 New
TG
1905
TLP Group
Illinois
$12K -$237K -5,581 -95%
FFW
1906
Fusion Family Wealth
New York
$12K – – –
HCM
1907
Hilton Capital Management
New York
$12K +$12K +280 New
PCM
1908
Poehling Capital Management
Wisconsin
$11K -$1.37K -30 -11%
OFS
1909
Orrstown Financial Services
Pennsylvania
$10K – – –
CFG
1910
CKW Financial Group
Hawaii
$9K – – –
IF
1911
Ironwood Financial
Arizona
$9K – – –
WPW
1912
Winthrop Partners - WNY
New York
$8.77K – – –
AWM
1913
Avondale Wealth Management
Texas
$8K – – –
AIL
1914
AGF Investments LLC
Ontario, Canada
$7.89K -$715 -16,303 -8%
OBWP
1915
O'Brien Wealth Partners
Massachusetts
$7K -$53.7K -1,150 -88%
HWM
1916
Holloway Wealth Management
Florida
$7K -$19K – –
TAIM
1917
TD Ameritrade Investment Management
Nebraska
$7K +$7K +159 New
HIM
1918
Hillsdale Investment Management
Ontario, Canada
$6K -$1.29K -30 -18%
FA
1919
Fortis Advisors
Pennsylvania
$6K – – –
EWM
1920
Elmwood Wealth Management
California
$5.35K – – –
CFA
1921
Camarda Financial Advisors
Florida
$5K – – –
TCCM
1922
Timber Creek Capital Management
Massachusetts
$5K – – –
C
1923
Cerebellum
California
$4K -$76.7K -1,611 -95%
SFPIA
1924
Stevens First Principles Investment Advisors
California
$4K +$4K +82 New
NA
1925
NewEdge Advisors
Louisiana
$2.93K +$604 +13,803 +26%
75 76
77
78 79