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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 %
CWM
2076
Cranbrook Wealth Management
Michigan
$33K – – –
IWA
2077
Intercontinental Wealth Advisors
Texas
$28K -$135K -2,500 -83%
HR
2078
Howe & Rusling
New York
$26K -$2.55K -46 -9%
CWM
2079
Cedar Wealth Management
California
$26K -$2.19K -40 -8%
AWMS
2080
Advocacy Wealth Management Services
Georgia
$25K -$11.1K -200 -31%
TCM
2081
TD Capital Management
Tennessee
$20K -$1.65K -30 -8%
OFS
2082
Orrstown Financial Services
Pennsylvania
$19K – – –
HCM
2083
Horrell Capital Management
Arkansas
$19K – – –
FCT
2084
Family Capital Trust
Massachusetts
$19K – – –
VEA
2085
Virtus ETF Advisers
New York
$19K +$5.25K +97 +38%
PC
2086
Permanens Capital
New York
$17K – – –
TIM
2087
Tortoise Investment Management
New York
$16K -$110K -2,006 -87%
EWA
2088
Evolution Wealth Advisors
Florida
$16K -$2.85K -52 -15%
HS
2089
Horan Securities
United States
$16K -$2.67K -50 -14%
JAM
2090
JCIC Asset Management
Ontario, Canada
$16K – – –
SQA
2091
Simon Quick Advisors
New Jersey
$16K – – –
HCM
2092
Hilton Capital Management
New York
$15K – – –
RFWA
2093
RPg Family Wealth Advisory
Massachusetts
$13.3K – – –
GTAM
2094
Global Trust Asset Management
Florida
$11K -$720K -13,019 -98%
JPLA
2095
Joseph P. Lucia & Associates
New York
$11K – – –
IF
2096
Ironwood Financial
Arizona
$11K – – –
JWBC
2097
John W. Bristol & Co
New York
$11K – – –
JIR
2098
James Investment Research
Ohio
$11K – – –
RTC
2099
Riverview Trust Company
Washington
$10K – – –
AWM
2100
Avondale Wealth Management
Texas
$10K – – –
82 83
84
85 86