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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 %
GWS
1926
Glassman Wealth Services
Virginia
$137K +$30K +633 +28%
WIM
1927
Westside Investment Management
California
$135K -$9.75K -206 -7%
MCM
1928
MV Capital Management
Maryland
$135K – – –
PWMG
1929
Prestige Wealth Management Group
New Jersey
$135K +$135K +2,858 New
CIA
1930
CSat Investment Advisory
Michigan
$134K -$1.28M -26,944 -91%
NWM
1931
Northwest Wealth Management
Iowa
$134K +$900 +19 +0.7%
AAP
1932
Arax Advisory Partners
Colorado
$132K -$12.6K -267 -9%
GAM
1933
Gemmer Asset Management
California
$130K -$22.5K -476 -15%
FTI
1934
Fiduciary Trust International
Massachusetts
$127K +$127K +2,692 New
PCTC
1935
Perkins Coie Trust Company
Washington
$119K – – –
PAMU
1936
Pictet Asset Management (UK)
United Kingdom
$116K -$2.21K -46,737 -2%
TIM
1937
Tortoise Investment Management
New York
$116K – – –
SMG
1938
Spectrum Management Group
Indiana
$116K – – –
CHP
1939
Cable Hill Partners
Oregon
$116K +$42K +885 +57%
EWM
1940
Executive Wealth Management
Michigan
$116K +$116K +2,443 New
MFBTD
1941
MB Financial Bank - Trust Department
Illinois
$114K – – –
LWM
1942
Lenox Wealth Management
Ohio
$114K +$9.15K +194 +9%
APW
1943
Acima Private Wealth
Virginia
$114K +$114K +2,412 New
FQ
1944
First Quadrant
California
$112K -$466K -9,803 -81%
EWM
1945
Endurance Wealth Management
Rhode Island
$112K +$18.9K +400 +20%
AIA
1946
Alera Investment Advisors
Illinois
$112K +$112K +2,370 New
PRC
1947
Pearl River Capital
Michigan
$111K +$111K +2,344 New
TWMP
1948
Taylor Wealth Management Partners
Massachusetts
$109K – – –
MWC
1949
MKD Wealth Coaches
Michigan
$109K +$109K +2,308 New
WA
1950
WealthTrust-Arizona
Arizona
$108K +$523 +11 +0.5%
76 77
78
79 80