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Coca-Cola
KO

Overview Fund Activity

2,229 hedge funds and large institutions have $130B invested in Coca-Cola in 2020 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 919 increasing their positions, 898 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,229
Holders Change
-63
Holders Change %
-2.75%
% of All Funds
49.24%
Holding in Top 10
103
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.98%
% of All Funds
2.28%
New
141
Increased
919
Reduced
898
Closed
174
Calls
$1.25B
Puts
$1.13B
Net Calls
+$118M
Net Calls Change
+$60.7M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$456M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$439M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$434M
4
Charles Schwab
Charles Schwab
California
+$331M
5
GQG Partners
GQG Partners
Florida
+$264M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.24B
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$909M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$650M
4
Lazard Asset Management
Lazard Asset Management
New York
-$507M
5
FCCM
First City Capital Management
Georgia
-$417M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
301
Berkshire Asset Management
Pennsylvania
$18.5M +$467K +10,552 +3%
SC
302
Scotia Capital
Ontario, Canada
$18.4M +$925K +20,904 +5%
USAA
303
United Services Automobile Association
Texas
$18.2M -$6.53M -147,766 -26%
SPC
304
Stewart & Patten Company
California
$18M -$285K -6,433 -2%
TRSOTSOK
305
Teachers Retirement System of the State of Kentucky
Kentucky
$17.9M +$1.12M +25,300 +7%
CIA
306
Capital Investment Advisors
Georgia
$17.9M +$8.14M +184,038 +84%
CCMG
307
Clark Capital Management Group
Pennsylvania
$17.7M +$172K +3,877 +1%
Daiwa Securities Group
308
Daiwa Securities Group
Japan
$17.6M +$6.47M +146,328 +58%
MTC
309
McDaniel Terry & Co
Texas
$17.5M +$126K +2,849 +0.7%
FWIA
310
Fort Washington Investment Advisors
Ohio
$17.4M +$432K +9,768 +3%
PR
311
Payden & Rygel
California
$17.4M +$17.2M +388,200 +8,439%
LCAM
312
London & Capital Asset Management
United Kingdom
$17.4M -$2.15M -48,512 -11%
B
313
BP
United Kingdom
$17.1M – – –
SAM
314
Securian Asset Management
Minnesota
$16.8M -$291K -6,565 -2%
HT
315
HighTower Trust
Texas
$16.8M +$137K +3,090 +0.8%
WB
316
WesBanco Bank
West Virginia
$16.5M -$92.7K -2,096 -0.6%
TAM
317
Tocqueville Asset Management
New York
$16.4M -$6.66M -150,514 -29%
NMIMC
318
Northwestern Mutual Investment Management Company
Wisconsin
$16.4M +$9.75M +220,291 +147%
BS
319
Banco Santander
Spain
$16.4M +$408K +9,227 +3%
SMDAM
320
Sumitomo Mitsui DS Asset Management
Japan
$16.3M +$1.21M +27,320 +8%
CBT
321
Capital Bank & Trust
California
$16.3M -$17.6M -397,723 -52%
CFB
322
Cullen/Frost Bankers
Texas
$16.2M -$7.63M -172,269 -32%
NB
323
Norinchukin Bank
Japan
$16.1M -$13.8M -312,191 -46%
OPERF
324
Oregon Public Employees Retirement Fund
Oregon
$16.1M -$215K -4,848 -1%
GAM
325
Gotham Asset Management
New York
$16M -$4.33M -97,937 -21%
11 12
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