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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 %
CAM
326
ClariVest Asset Management
California
$16M -$1.06M -23,987 -6%
Natixis Advisors
327
Natixis Advisors
Massachusetts
$15.9M -$59.6M -1,347,709 -79%
RE
328
RBC Europe
United Kingdom
$15.9M +$484K +10,927 +3%
CIP
329
Chartwell Investment Partners
Pennsylvania
$15.8M +$792K +17,892 +5%
MIM
330
Marco Investment Management
Georgia
$15.8M +$126K +2,850 +0.8%
BFS
331
Bradley Foster & Sargent
Connecticut
$15.8M +$50.3K +1,137 +0.3%
DLA
332
Douglas Lane & Associates
New York
$15.7M +$487K +11,014 +3%
ABC
333
Associated Banc-Corp
Wisconsin
$15.6M +$6.33M +143,069 +68%
CBUSF
334
Construction & Building Unions Superannuation Fund
Australia
$15.5M -$3.71M -83,760 -19%
TNB
335
Thomasville National Bank
Georgia
$15.4M -$212K -3,888 -1%
BBHC
336
Brown Brothers Harriman & Co
New York
$15.4M -$895K -20,216 -6%
SAM
337
Silvercrest Asset Management
New York
$15.2M -$93.6K -2,115 -0.6%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$15M +$202K +4,561 +1%
SG Americas Securities
339
SG Americas Securities
New York
$14.7M -$78M -1,763,609 -84%
UCFA
340
United Capital Financial Advisors
Texas
$14.7M -$2.25M -50,828 -13%
SSWM
341
Sheets Smith Wealth Management
North Carolina
$14.6M +$14.2M +320,674 +3,159%
LCS
342
Levin Capital Strategies
New York
$14.6M -$1.34M -30,375 -8%
CSS
343
Cubist Systematic Strategies
Connecticut
$14.6M +$11.5M +260,672 +377%
PNC
344
Park National Corp
Ohio
$14.5M -$894K -20,197 -6%
QI
345
QS Investors
New York
$14.4M -$865K -19,545 -6%
SRIM
346
Saratoga Research & Investment Management
California
$14.2M -$474K -10,715 -3%
SFM
347
Stack Financial Management
Montana
$14.1M -$310K -7,002 -2%
LMIM
348
Lockheed Martin Investment Management
Maryland
$13.8M +$4.13M +93,300 +43%
HCMNY
349
Howard Capital Management (New York)
New York
$13.7M -$354K -7,992 -3%
BG
350
Bollard Group
Massachusetts
$13.6M +$730K +16,491 +6%
12 13
14
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