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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 %
BL
2026
Balentine LLC
Georgia
$32K – – –
SQA
2027
Simon Quick Advisors
New Jersey
$31K -$5.25K -110 -14%
SAM
2028
Shamrock Asset Management
Texas
$28K – – –
CWM
2029
Cranbrook Wealth Management
Michigan
$28K – – –
SFA
2030
Spectrum Financial Alliance
Kentucky
$27K – – –
PA
2031
Perennial Advisors
New York
$25K – – –
CWM
2032
Cedar Wealth Management
California
$24K – – –
HWM
2033
Holloway Wealth Management
Florida
$23K -$7K – –
TAIM
2034
TD Ameritrade Investment Management
Nebraska
$22K +$4.67K +100 +27%
LWS
2035
Lucia Wealth Services
California
$20K -$327K -7,027 -94%
CAL
2036
Capital Advisors Ltd
Ohio
$19K +$185 +4 +1%
HCM
2037
Horrell Capital Management
Arkansas
$17K – – –
FCT
2038
Family Capital Trust
Massachusetts
$17K – – –
TCM
2039
TD Capital Management
Tennessee
$17K +$7.49K +160 +79%
WAS
2040
WESPAC Advisors SoCal
California
$15K – – –
JAM
2041
JCIC Asset Management
Ontario, Canada
$14K – – –
TCS
2042
Texas Children's
Texas
$14K +$14K +300 New
AWM
2043
Arbor Wealth Management
Florida
$14K +$14K +300 New
HCM
2044
Hilton Capital Management
New York
$13K – – –
FFW
2045
Fusion Family Wealth
New York
$13K – – –
NC
2046
NewSquare Capital
Pennsylvania
$12K -$14.5K -300 -55%
VEA
2047
Virtus ETF Advisers
New York
$12K +$12K +254 New
OFS
2048
Orrstown Financial Services
Pennsylvania
$11K – – –
AWM
2049
Avondale Wealth Management
Texas
$11K +$2.73K +58 +33%
BI
2050
Bramshill Investments
Florida
$10K +$10K +214 New
80 81
82
83 84