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Coca-Cola
KO

Overview Fund Activity

2,093 hedge funds and large institutions have $149B invested in Coca-Cola in 2019 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 797 increasing their positions, 884 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,093
Holders Change
+12
Holders Change %
+0.58%
% of All Funds
45.53%
Holding in Top 10
87
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+14.47%
% of All Funds
1.89%
New
120
Increased
797
Reduced
884
Closed
83
Calls
$1.64B
Puts
$1.3B
Net Calls
+$346M
Net Calls Change
+$466M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$1.64B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$560M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$334M
4
Morgan Stanley
Morgan Stanley
New York
+$278M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$215M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$367M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$242M
3
Renaissance Technologies
Renaissance Technologies
New York
-$168M
4
FPP
Findlay Park Partners
United Kingdom
-$146M
5
Capital International Investors
Capital International Investors
California
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
1926
Wealth Management Associates
New Jersey
$205K +$205K +4,024 New
MIH
1927
Meitav Investment House
Israel
$204K -$21.5K -422 -10%
XSC
1928
X-Square Capital
Puerto Rico
$204K +$204K +4,001 New
TFF
1929
The Family Firm
Maryland
$203K +$203K +3,988 New
WDL
1930
Well Done LLC
Michigan
$202K +$202K +3,972 New
ZF
1931
Zhang Financial
Michigan
$201K -$16K -315 -7%
RWM
1932
Reston Wealth Management
Virginia
$201K +$201K +3,938 New
LSC
1933
Lesa Sroufe & Co
Washington
$201K +$201K +3,944 New
NCM
1934
Northwest Capital Management
Oregon
$201K +$201K +3,955 New
FQ
1935
First Quadrant
California
$200K -$3.31K -65 -2%
TWA
1936
TCI Wealth Advisors
Arizona
$191K -$8.87K -174 -4%
BEAM
1937
Baker Ellis Asset Management
Washington
$188K -$10.2K -200 -5%
BCI
1938
Brinker Capital Investments
Pennsylvania
$188K +$20.9K +409 +12%
LWM
1939
Lenox Wealth Management
Ohio
$187K – – –
AIM
1940
Advantage Investment Management
Iowa
$184K -$2.66K -52 -1%
GAM
1941
Gemmer Asset Management
California
$184K +$14.9K +294 +9%
BEI
1942
Benjamin Edwards Inc
Missouri
$183K +$112K +2,199 +158%
PWP
1943
Personal Wealth Partners
Minnesota
$183K +$183K +3,587 New
LWA
1944
Lenox Wealth Advisors
New York
$175K +$107K +2,100 +156%
TVWM
1945
Tower View Wealth Management
Wisconsin
$172K +$21.3K +420 +14%
LFG
1946
LifePlan Financial Group
Ohio
$171K – – –
AC
1947
Avestar Capital
New York
$169K -$5.79K -131 -3%
DOA
1948
D'Orazio & Associates
Virginia
$166K -$2.14K -42 -1%
SAM
1949
Security Asset Management
New York
$163K -$81.2K -1,600 -33%
AFIA
1950
America First Investment Advisors
Nebraska
$163K -$10.2K -200 -6%
76 77
78
79 80