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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 %
JWM
1976
Janiczek Wealth Management
Colorado
$99K – – –
IAS
1977
IMA Advisory Services
Colorado
$98K +$559 +11 +0.6%
LWA
1978
Lowe Wealth Advisors
Maryland
$97K – – –
EI
1979
Ellevest Inc
New York
$95K +$8.26K +163 +10%
ME
1980
McIlrath & Eck
Washington
$93K – – –
MUS
1981
Mitsubishi UFJ Securities
Japan
$93K +$93K +1,820 New
PAM
1982
Paradigm Asset Management
New York
$91.7K – – –
FWM
1983
Focused Wealth Management
New York
$91K -$30.3K -598 -25%
AS
1984
Altshuler Shaham
Israel
$91K +$42.8K +842 +89%
GWS
1985
Glassman Wealth Services
Virginia
$90K -$90.6K -1,787 -50%
PCM
1986
Princeton Capital Management
New Jersey
$89K – – –
CA
1987
Centerpoint Advisors
Massachusetts
$88K +$10.3K +203 +13%
TCM
1988
Tradewinds Capital Management
Washington
$87K – – –
AWM
1989
Arbor Wealth Management
Florida
$87K +$10.1K +199 +13%
EWM
1990
Executive Wealth Management
Michigan
$84K -$21.8K -427 -21%
CWA
1991
Clarus Wealth Advisors
Arizona
$84K +$307 +6 +0.4%
KIG
1992
Kessler Investment Group
Indiana
$83K +$4.1K +81 +5%
MA
1993
MCF Advisors
Kentucky
$82K -$3.84K -75 -4%
VCM
1994
Vigilant Capital Management
Maine
$81K +$817 +16 +1%
LFG
1995
Larson Financial Group
Missouri
$80K -$12K -235 -13%
FMP
1996
Financial Management Professionals
Texas
$80K +$19.6K +383 +32%
ST
1997
Sageworth Trust
Pennsylvania
$78K -$26.7K -523 -26%
GC
1998
Grace Capital
Massachusetts
$78K – – –
AIM
1999
Arcadia Investment Management
Michigan
$76K – – –
PWMG
2000
Prestige Wealth Management Group
New Jersey
$75K +$5.11K +100 +7%
78 79
80
81 82