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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 %
FAM
1901
Fenimore Asset Management
New York
$202K +$202K +4,267 New
NCM
1902
Northwest Capital Management
Oregon
$201K +$201K +4,255 New
W
1903
WealthOne
New York
$193K +$193K +4,081 New
PCP
1904
Proficio Capital Partners
Massachusetts
$191K +$12.2K +257 +7%
BCI
1905
Brinker Capital Investments
Pennsylvania
$189K +$332 +7 +0.2%
TWA
1906
TCI Wealth Advisors
Arizona
$187K -$60.8K -1,286 -25%
BEAM
1907
Baker Ellis Asset Management
Washington
$185K – – –
AIM
1908
Advantage Investment Management
Iowa
$184K -$12.4K -263 -6%
VIM
1909
Veritas Investment Management
United Kingdom
$174K +$32.4K +686 +23%
CAGAS
1910
Capital Advisory Group Advisory Services
Minnesota
$169K -$7.11K -150 -4%
AFIA
1911
America First Investment Advisors
Nebraska
$161K -$189 -4 -0.1%
LFG
1912
LifePlan Financial Group
Ohio
$159K – – –
SEIA
1913
Signature Estate & Investment Advisors
California
$155K +$24.2K +513 +19%
DOA
1914
D'Orazio & Associates
Virginia
$154K +$284 +6 +0.2%
LC
1915
Lavaca Capital
Texas
$152K +$152K +3,207 New
SIAS
1916
Shine Investment Advisory Services
Colorado
$151K – – –
AC
1917
Avestar Capital
New York
$149K -$1.44K -36 -1%
RCG
1918
Ruggie Capital Group
Florida
$146K +$91.9K +1,935 +170%
1IA
1919
1834 Investment Advisors
Wisconsin
$144K -$47.2K -1,000 -25%
CLM
1920
ClearBridge LLC (Maryland)
Maryland
$143K -$51.4K -1,090 -26%
BWP
1921
Baldwin Wealth Partners
Massachusetts
$143K – – –
IWA
1922
Intercontinental Wealth Advisors
Texas
$143K +$143K +3,020 New
ACM
1923
AUA Capital Management
Pennsylvania
$142K – – –
PCM
1924
Prelude Capital Management
New York
$141K -$503K -10,643 -78%
ST
1925
Sageworth Trust
Pennsylvania
$139K – – –
75 76
77
78 79