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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 %
AIM
1976
Advantage Investment Management
Iowa
$195K -$924 -17 -0.5%
LFG
1977
LifePlan Financial Group
Ohio
$194K +$10.9K +200 +6%
DOA
1978
D'Orazio & Associates
Virginia
$194K +$16.5K +303 +9%
GAM
1979
Gemmer Asset Management
California
$190K -$7.53K -138 -4%
PRC
1980
Pearl River Capital
Michigan
$184K +$184K +3,385 New
VC
1981
Vestor Capital
Illinois
$180K +$116K +2,143 +183%
GCM
1982
Gladius Capital Management
Illinois
$176K +$17.2K +316 +11%
SLF
1983
Sun Life Financial
Ontario, Canada
$171K +$1.47K +27 +0.9%
PCTC
1984
Perkins Coie Trust Company
Washington
$168K -$1.09K -20 -0.6%
BWP
1985
Baldwin Wealth Partners
Massachusetts
$164K – – –
ACM
1986
AUA Capital Management
Pennsylvania
$163K – – –
SL
1987
Salomon & Ludwin
Virginia
$163K +$3.54K +65 +2%
SCP
1988
Syntal Capital Partners
Texas
$163K +$163K +3,001 New
MCM
1989
MV Capital Management
Maryland
$160K +$4.58K +84 +3%
CH
1990
Canton Hathaway
Rhode Island
$160K +$109K +2,000 +212%
C
1991
Cerebellum
California
$159K +$159K +2,926 New
SIAS
1992
Shine Investment Advisory Services
Colorado
$157K – – –
CAGAS
1993
Capital Advisory Group Advisory Services
Minnesota
$157K – – –
SAM
1994
Security Asset Management
New York
$155K -$20.1K -369 -11%
AFIA
1995
America First Investment Advisors
Nebraska
$146K -$28.5K -523 -16%
BCM
1996
Bourgeon Capital Management
Connecticut
$134K +$134K +2,460 New
JWM
1997
Janiczek Wealth Management
Colorado
$133K +$27.2K +500 +26%
PO
1998
Private Ocean
California
$132K – – –
RBC
1999
Roble Belko & Company
Pennsylvania
$131K -$132K -2,415 -50%
APW
2000
Acima Private Wealth
Virginia
$131K – – –
78 79
80
81 82