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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 %
CTA
401
Chesley Taft & Associates
Illinois
$10.6M +$86.7K +1,959 +0.8%
JMFC
402
J.M. Forbes & Co
Massachusetts
$10.6M -$111K -2,512 -1%
PMAM
403
Picton Mahoney Asset Management
Ontario, Canada
$10.3M +$267K +6,031 +3%
BCM
404
Bridgeway Capital Management
Texas
$10.2M -$535K -12,100 -5%
CWM
405
Calamos Wealth Management
Illinois
$10.2M +$2.71M +61,329 +36%
PG
406
Patten Group
Tennessee
$10.1M -$220K -4,979 -2%
NLGIA
407
Nippon Life Global Investors Americas
New York
$10.1M -$1.03M -23,270 -9%
ORI
408
Oak Ridge Investments
Illinois
$10M -$961K -21,720 -9%
SIA
409
Sit Investment Associates
Minnesota
$10M -$1.49M -33,700 -13%
OCAM
410
Onex Canada Asset Management
Ontario, Canada
$9.98M -$6.09M -137,650 -38%
CDH
411
Charles D. Hyman
$9.79M +$126K +2,850 +1%
Mariner
412
Mariner
Kansas
$9.72M +$1.46M +32,853 +18%
HHAA
413
Henry H. Armstrong Associates
Pennsylvania
$9.71M -$505K -11,423 -5%
N
414
Natixis
France
$9.71M -$24.8M -560,733 -72%
FT
415
Fiduciary Trust
Massachusetts
$9.69M +$44.9K +1,015 +0.5%
HB
416
Homrich & Berg
Georgia
$9.67M -$719K -16,253 -7%
JFL
417
Jarislowsky, Fraser Ltd
Quebec, Canada
$9.5M -$31K -700 -0.3%
LCM
418
Logan Capital Management
Pennsylvania
$9.45M -$164K -3,703 -2%
BAPIM
419
British Airways Pensions Investment Management
United Kingdom
$9.4M – – –
BII
420
Bainco International Investors
Massachusetts
$9.4M +$119K +2,686 +1%
SB
421
Simmons Bank
Arkansas
$9.37M +$381K +8,604 +4%
FNBT
422
FineMark National Bank & Trust
Florida
$9.36M -$849K -19,194 -8%
PFP
423
Pinnacle Financial Partners
Tennessee
$9.25M +$238K +5,375 +3%
OSIA
424
O'Shares Investment Advisers
Massachusetts
$9.19M -$7.08K -160 -0.1%
BSA
425
Braun Stacey Associates
New York
$9.18M +$2.56M +57,842 +39%
15 16
17
18 19