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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 %
SMG
2001
Spectrum Management Group
Indiana
$128K – – –
EWM
2002
Endurance Wealth Management
Rhode Island
$126K – – –
1IA
2003
1834 Investment Advisors
Wisconsin
$123K – – –
BCI
2004
Brinker Capital Investments
Pennsylvania
$121K -$79.5K -1,462 -40%
ME
2005
McIlrath & Eck
Washington
$121K +$12.7K +233 +12%
LD
2006
Lipe & Dalton
New York
$120K +$5.46K +100 +5%
CCM
2007
Cribstone Capital Management
Maine
$118K -$27.3K -499 -19%
QT
2008
Quantamental Technologies
New York
$116K +$116K +2,131 New
EARNEST Partners
2009
EARNEST Partners
Georgia
$110K – – –
FWM
2010
Focused Wealth Management
New York
$109K +$11K +201 +11%
VRM
2011
Vectors Research Management
New York
$108K – – –
WCMN
2012
Westchester Capital Management (Nebraska)
Nebraska
$107K – – –
EI
2013
Ellevest Inc
New York
$107K +$4.48K +82 +4%
IAS
2014
IMA Advisory Services
Colorado
$106K +$601 +11 +0.6%
HIM
2015
Hillsdale Investment Management
Ontario, Canada
$106K +$102K +1,880 +2,350%
TCM
2016
Tradewinds Capital Management
Washington
$105K +$11.8K +216 +13%
LWA
2017
Lowe Wealth Advisors
Maryland
$103K – – –
GWS
2018
Glassman Wealth Services
Virginia
$99K +$2.07K +38 +2%
PAM
2019
Paradigm Asset Management
New York
$98K – – –
HCA
2020
Horan Capital Advisors
Ohio
$97K +$97K +1,784 New
BL
2021
Balentine LLC
Georgia
$96K +$39.2K +724 +69%
PFO
2022
Pathstone Family Office
New Jersey
$95K -$251K -4,500 -73%
PCM
2023
Princeton Capital Management
New Jersey
$95K – – –
CA
2024
Centerpoint Advisors
Massachusetts
$95K +$219 +4 +0.2%
KIG
2025
Kessler Investment Group
Indiana
$92K +$2.78K +51 +3%
79 80
81
82 83