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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 %
PWM
2001
PRW Wealth Management
Massachusetts
$50K +$50K +1,049 New
CFN
2002
Cordasco Financial Network
Florida
$49K +$10.1K +214 +26%
LF
2003
Lee Financial
Texas
$48K – – –
CPA
2004
Cowen Prime Advisors
New York
$47K -$306K -6,500 -87%
AS
2005
Altshuler Shaham
Israel
$46K -$10.8K -226 -19%
FGC
2006
Financial Gravity Companies
Texas
$45K +$45K +932 New
MI
2007
Markston International
New York
$44K – – –
WAS
2008
Winch Advisory Services
Wisconsin
$43K +$711 +15 +2%
NL
2009
NVWM LLC
Pennsylvania
$41K -$1.27K -27 -3%
AA
2010
AlphaMark Advisors
Kentucky
$41K +$661 +14 +2%
TFA
2011
Transamerica Financial Advisors
Florida
$41K +$34.9K +721 +568%
SPL
2012
Smart Portfolios LLC
Washington
$40K -$1.34K -28 -3%
WAM
2013
Watermark Asset Management
California
$39K – – –
PCA
2014
Providence Capital Advisors
North Carolina
$38K -$21.2K -450 -36%
SIA
2015
SeaBridge Investment Advisors
New Jersey
$38K – – –
SHJ
2016
Sharkey, Howes & Javer
Colorado
$38K – – –
SL
2017
Salomon & Ludwin
Virginia
$38K +$38K +800 New
KC
2018
Knuff & Co
California
$38K +$38K +800 New
GT
2019
Glenmede Trust
Pennsylvania
$37.4K +$1.28K +27,066 +4%
HS
2020
Horan Securities
United States
$36K – – –
QCIG
2021
Quad-Cities Investment Group
Iowa
$36K +$283 +6 +0.8%
BBA
2022
Braun-Bostich & Associates
Pennsylvania
$35K – – –
MWC
2023
MBM Wealth Consultants
Missouri
$35K +$35K +730 New
BCM
2024
Brasada Capital Management
Texas
$34K – – –
RAM
2025
Riggs Asset Management
Pennsylvania
$33K – – –
79 80
81
82 83