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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 %
TVWM
1951
Tower View Wealth Management
Wisconsin
$107K -$121K -2,569 -53%
BWA
1952
BDO Wealth Advisors
Florida
$105K -$34.2K -724 -25%
LD
1953
Lipe & Dalton
New York
$99K – – –
CFA
1954
Clarfeld Financial Advisors
New York
$99K +$99K +2,092 New
CFD
1955
Creative Financial Designs
Indiana
$97K -$18.5K -393 -16%
PO
1956
Private Ocean
California
$94K +$44.7K +948 +91%
WCMN
1957
Westchester Capital Management (Nebraska)
Nebraska
$93K – – –
KIG
1958
Kessler Investment Group
Indiana
$93K +$3.81K +80 +4%
JWM
1959
Janiczek Wealth Management
Colorado
$92K – – –
IAS
1960
IMA Advisory Services
Colorado
$91K +$1.04K +22 +1%
LIM
1961
Lagoda Investment Management
New York
$90K -$9.47K -200 -10%
VCM
1962
Vigilant Capital Management
Maine
$89K -$393K -8,270 -82%
VRM
1963
Vectors Research Management
New York
$89K -$4.72K -100 -5%
ME
1964
McIlrath & Eck
Washington
$87K -$660 -14 -0.8%
LWA
1965
Lowe Wealth Advisors
Maryland
$85K – – –
EARNEST Partners
1966
EARNEST Partners
Georgia
$83K – – –
TCM
1967
Tradewinds Capital Management
Washington
$81K -$26.6K -559 -25%
SIS
1968
Sound Income Strategies
Florida
$80K +$2.93K +62 +4%
MA
1969
MCF Advisors
Kentucky
$79K – – –
1NWS
1970
1 North Wealth Services
Maryland
$78K +$78K +1,656 New
CWA
1971
Clarus Wealth Advisors
Arizona
$77K +$330 +7 +0.4%
FMP
1972
Financial Management Professionals
Texas
$76K – – –
PAM
1973
Paradigm Asset Management
New York
$75.8K +$2.37K +50 +3%
BAMG
1974
Brand Asset Management Group
Missouri
$74K – – –
LFG
1975
Larson Financial Group
Missouri
$74K +$74K +1,567 New
77 78
79
80 81