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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 %
1NWS
2026
1 North Wealth Services
Maryland
$88K +$88K +1,620 New
SC
2027
Sawyer & Company
Massachusetts
$87K -$3.03M -55,742 -97%
PWMG
2028
Prestige Wealth Management Group
New Jersey
$87K +$6.98K +128 +9%
FMP
2029
Financial Management Professionals
Texas
$86K +$925 +17 +1%
SIS
2030
Sound Income Strategies
Florida
$84K +$15.4K +284 +23%
MA
2031
MCF Advisors
Kentucky
$83K -$4.36K -80 -5%
ST
2032
Sageworth Trust
Pennsylvania
$83K – – –
GC
2033
Grace Capital
Massachusetts
$83K – – –
AIM
2034
Arcadia Investment Management
Michigan
$82K – – –
MS
2035
Mizuho Securities
Japan
$81K -$29.6K -540 -27%
AWM
2036
AllSquare Wealth Management
New York
$76K – – –
FEG
2037
Financial Enhancement Group
Indiana
$76K – – –
TF
2038
TimeScale Financial
Massachusetts
$76K +$55 +1 +0.1%
CDIA
2039
Capital Directions Investment Advisors
Georgia
$75K +$75K +1,386 New
KAS
2040
Kemnay Advisory Services
New York
$68K – – –
CFD
2041
Creative Financial Designs
Indiana
$66K -$373 -7 -0.6%
AI
2042
ArchPoint Investors
Florida
$66K – – –
HGWM
2043
Harvest Group Wealth Management
Massachusetts
$65K +$54 +1 +0.1%
PC
2044
Permit Capital
Pennsylvania
$64K – – –
MI
2045
Markston International
New York
$63K – – –
KFS
2046
Kelly Financial Services
Massachusetts
$60.3K +$163 +3 +0.3%
LFG
2047
Larson Financial Group
Missouri
$59K -$25.7K -476 -30%
CTB
2048
Country Trust Bank
Illinois
$59K – – –
FA
2049
Financial Advantage
Maryland
$58K – – –
WAS
2050
Winch Advisory Services
Wisconsin
$57K +$383 +7 +0.7%
80 81
82
83 84