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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 %
ACM
1901
Alethea Capital Management
Washington
$245K +$245K +4,502 New
AP
1902
Arlington Partners
Alabama
$244K -$407K -7,490 -63%
TFGT
1903
TS Financial Group (TSFG)
Illinois
$244K +$5.43K +100 +2%
ANB
1904
Amarillo National Bank
Texas
$243K -$816 -15 -0.3%
TC
1905
Trust Company
Kansas
$243K – – –
HAC
1906
Harbor Advisory Corp
New Hampshire
$243K – – –
CBFP
1907
Cedar Brook Financial Partners
Ohio
$242K +$4.14K +76 +2%
HCM
1908
Hengehold Capital Management
Ohio
$241K – – –
CAMG
1909
CWA Asset Management Group
Florida
$241K +$12.3K +226 +5%
RWM
1910
Reston Wealth Management
Virginia
$241K +$26.8K +492 +12%
MIH
1911
Meitav Investment House
Israel
$240K +$22.9K +422 +11%
MC
1912
Miles Capital
Iowa
$239K +$13.6K +249 +6%
CST
1913
Charles Schwab Trust
Nevada
$239K +$239K +4,369 New
OCM
1914
Orser Capital Management
Texas
$238K +$238K +4,339 New
PK
1915
Pflug Koory
Nebraska
$235K – – –
BWM
1916
BigSur Wealth Management
Florida
$234K – – –
BA
1917
Baugh & Associates
Georgia
$234K – – –
LB
1918
Legacy Bridge
Iowa
$233K -$106K -1,950 -31%
BPA
1919
Beacon Pointe Advisors
California
$232K -$87.1K -1,622 -27%
MSS
1920
Mitchell Sinkler & Starr
Pennsylvania
$232K +$232K +4,257 New
SCM
1921
SOL Capital Management
Maryland
$231K -$23.7K -435 -9%
PPP
1922
Private Portfolio Partners
New Jersey
$230K -$173K -3,188 -43%
FA
1923
Fagan Associates
New York
$230K +$230K +4,230 New
SCM
1924
Salem Capital Management
Massachusetts
$229K – – –
AWA
1925
Acorn Wealth Advisors
Michigan
$228K -$7.45K -142 -3%
75 76
77
78 79