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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 %
AFNAS
1926
American Financial Network Advisory Services
California
$228K +$228K +4,185 New
NCM
1927
New Capital Management
Texas
$227K +$54 +1 +0%
TWM
1928
Torch Wealth Management
Ohio
$227K +$489 +9 +0.2%
GWCM
1929
Godshalk Welsh Capital Management
Pennsylvania
$226K – – –
FFG
1930
Frisch Financial Group
New York
$226K +$226K +4,157 New
ACM
1931
Ategra Capital Management
Virginia
$225K -$34.3K -630 -13%
WCM
1932
Weld Capital Management
New York
$225K -$762K -14,016 -77%
RWM
1933
RKL Wealth Management
Pennsylvania
$225K -$7.15K -132 -3%
VST
1934
Van Strum & Towne
California
$225K – – –
OFW
1935
Omnia Family Wealth
Florida
$224K -$5.71K -104 -2%
MJP
1936
Michael J. Puzo
$224K – – –
CCP
1937
Cardan Capital Partners
Colorado
$223K – – –
VCM
1938
Vigilant Capital Management
Maine
$223K +$137K +2,509 +158%
NQWM
1939
Northwest Quadrant Wealth Management
Oregon
$220K -$19.3K -356 -8%
CWM
1940
Confluence Wealth Management
Oregon
$220K – – –
HI
1941
Human Investing
Oregon
$219K -$54.5K -999 -20%
WPC
1942
White Pine Capital
Minnesota
$219K -$2.46K -45 -1%
FCA
1943
FLC Capital Advisors
California
$218K -$32.6K -600 -13%
AIP
1944
Ahrens Investment Partners
Louisiana
$218K -$3.37K -62 -2%
BCM
1945
BTC Capital Management
Iowa
$218K -$2.83K -52 -1%
BFG
1946
Barber Financial Group
Kansas
$218K +$218K +4,006 New
TWA
1947
TCI Wealth Advisors
Arizona
$217K +$13.2K +243 +6%
FM
1948
Family Management
New York
$217K +$217K +3,989 New
CMI
1949
Clare Market Investments
Texas
$216K -$20.5K -376 -9%
FQ
1950
First Quadrant
California
$216K +$1.75K +32 +0.8%
76 77
78
79 80