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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 %
CM
451
Capula Management
Cayman Islands
$7.91M +$7.91M +178,820 New
BC
452
Bartlett & Co
Ohio
$7.89M +$7.89M +178,265 New
WG
453
Winton Group
United Kingdom
$7.88M +$2.44M +55,164 +45%
TSW
454
Thompson Siegel & Walmsley
Virginia
$7.82M -$5.34M -120,633 -41%
BUB
455
BBVA USA Bancshares
Texas
$7.81M -$1.26M -28,406 -14%
SC
456
SouthState Corp
Florida
$7.81M +$455K +10,281 +6%
CCT
457
Chemung Canal Trust
New York
$7.78M -$312K -7,061 -4%
FCMC
458
Founders Capital Management (Connecticut)
Connecticut
$7.77M -$230K -5,188 -3%
HAI
459
Hennessy Advisors Inc
California
$7.77M -$894K -20,200 -10%
WAM
460
World Asset Management
Michigan
$7.7M -$4.72M -106,590 -38%
MDCM
461
Morgan Dempsey Capital Management
Wisconsin
$7.67M +$2.54M +57,386 +49%
KCM
462
Kanawha Capital Management
Virginia
$7.67M +$12.7K +287 +0.2%
LCM
463
Landscape Capital Management
New Jersey
$7.65M +$6.23M +140,787 +440%
CM
464
Churchill Management
California
$7.64M -$634K -14,330 -8%
PSUF
465
People's United Financial
Connecticut
$7.63M -$86.6K -1,958 -1%
PTC
466
Philadelphia Trust Company
Pennsylvania
$7.6M +$6.73M +152,095 +772%
SGK
467
Steigerwald Gordon & Koch
Virginia
$7.59M -$371K -8,389 -5%
FAT
468
First American Trust
California
$7.54M +$124K +2,792 +2%
MHIC
469
Marble Harbor Investment Counsel
Massachusetts
$7.51M -$39.8K -900 -0.5%
GFPC
470
Global Financial Private Capital
Florida
$7.45M +$430K +9,627 +6%
PP
471
Patten & Patten
Tennessee
$7.44M -$147K -3,325 -2%
WJWM
472
Williams Jones Wealth Management
New York
$7.42M -$68.5K -1,548 -0.9%
PP
473
Prospector Partners
Connecticut
$7.38M +$2.23M +50,340 +43%
RT
474
Rockland Trust
Massachusetts
$7.38M +$568K +12,828 +8%
MAM
475
Madison Asset Management
Wisconsin
$7.34M +$7.34M +165,875 New
17 18
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