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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 %
BSW
426
Buckingham Strategic Wealth
Missouri
$9.13M +$6.8M +153,741 +292%
FNBOO
427
First National Bank of Omaha
Nebraska
$9.1M +$3.78M +85,315 +71%
AWM
428
AE Wealth Management
Kansas
$9.07M +$697K +15,748 +8%
WDA
429
Wendell David Associates
New Hampshire
$9.03M -$111K -2,511 -1%
Mercer Global Advisors
430
Mercer Global Advisors
Colorado
$8.93M -$2.24M -50,536 -20%
ECM
431
ETrade Capital Management
Virginia
$8.92M +$977K +22,075 +12%
ET
432
Equitable Trust
Tennessee
$8.76M -$12M -271,905 -58%
GCGDR
433
Geo Capital Gestora de Recursos
Brazil
$8.73M +$8.73M +197,362 New
CTC
434
Central Trust Company
Missouri
$8.7M +$462K +10,441 +6%
I
435
IberiaBank
Louisiana
$8.69M +$362K +8,188 +4%
LIA
436
LS Investment Advisors
Michigan
$8.67M -$625K -14,116 -7%
PG
437
Pendal Group
Australia
$8.4M +$3.26M +73,689 +63%
SPIA
438
Steward Partners Investment Advisory
New York
$8.35M +$453K +10,247 +6%
PWLP
439
Prio Wealth Limited Partnership
Massachusetts
$8.27M -$45.4K -1,025 -0.5%
TPCW
440
TD Private Client Wealth
New York
$8.27M -$437K -9,879 -5%
IAA
441
Independent Advisor Alliance
North Carolina
$8.26M +$941K +21,274 +13%
DCM
442
Dupont Capital Management
Delaware
$8.25M +$1.62M +36,691 +25%
HAM
443
Harber Asset Management
North Carolina
$8.23M +$8.23M +186,000 New
BIC
444
Beach Investment Counsel
Pennsylvania
$8.2M +$1.24M +28,031 +18%
Cerity Partners
445
Cerity Partners
New York
$8.2M +$45.3K +1,024 +0.6%
HCM
446
Hilton Capital Management
New York
$8.11M +$8.11M +183,280 New
NHC
447
Nicholas Hoffman & Company
Georgia
$8.09M -$7.66K -173 -0.1%
AAM
448
AR Asset Management
California
$7.98M +$398K +8,990 +5%
BCWM
449
Bartlett & Co Wealth Management
Ohio
$7.96M -$75.5K -1,691 -0.9%
TCM
450
Twin Capital Management
Pennsylvania
$7.96M -$59.3K -1,340 -0.7%
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