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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 %
FSA
1951
Fort Sheridan Advisors
Illinois
$216K +$216K +3,970 New
PCS
1952
Personal CFO Solutions
New Jersey
$216K +$216K +3,971 New
MWM
1953
MinichMacGregor Wealth Management
New York
$216K +$216K +3,981 New
LSC
1954
Lesa Sroufe & Co
Washington
$215K – – –
NCM
1955
Northwest Capital Management
Oregon
$215K – – –
LBD
1956
Landsberg Bennett & Dubbaneh
Florida
$215K +$215K +3,960 New
RP
1957
Rice Partnership
Hawaii
$214K -$4.95K -91 -2%
SCI
1958
S&CO Inc
Massachusetts
$213K +$213K +3,910 New
SRC
1959
Sage Rhino Capital
California
$213K +$213K +3,912 New
LWA
1960
Lenox Wealth Advisors
New York
$212K +$24.8K +456 +13%
IA
1961
Icon Advisers
Colorado
$212K +$212K +3,900 New
PAA
1962
Peregrine Asset Advisers
Oregon
$211K +$211K +3,872 New
SWM
1963
Shakespeare Wealth Management
Wisconsin
$210K +$210K +3,859 New
HCP
1964
Holt Capital Partners
Texas
$208K +$208K +3,822 New
FAM
1965
Fenimore Asset Management
New York
$207K -$25.5K -468 -11%
BEI
1966
Benjamin Edwards Inc
Missouri
$207K +$11.8K +217 +6%
SM
1967
Sciencast Management
New Jersey
$206K +$206K +3,851 New
OSNBOA
1968
Old Second National Bank of Aurora
Illinois
$205K -$23.7K -437 -10%
CA
1969
Capital Advantage
California
$204K +$204K +3,749 New
DPI
1970
Diversified Portfolios Inc
Michigan
$204K +$204K +3,752 New
BEAM
1971
Baker Ellis Asset Management
Washington
$201K – – –
PA
1972
Parkside Advisors
California
$201K +$201K +3,665 New
LWM
1973
Lenox Wealth Management
Ohio
$200K – – –
PWP
1974
Personal Wealth Partners
Minnesota
$199K +$4.13K +76 +2%
TVWM
1975
Tower View Wealth Management
Wisconsin
$198K +$13.8K +254 +7%
77 78
79
80 81