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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 %
SW
476
SVB Wealth
Massachusetts
$7.33M -$2.02M -45,620 -22%
RSVP
477
Ramsay Stattman Vela & Price
Colorado
$7.27M +$135K +3,040 +2%
LSERS
478
Louisiana State Employees Retirement System
Louisiana
$7.26M -$850K -19,200 -10%
VWM
479
Venturi Wealth Management
Texas
$7.24M +$6.85M +154,783 +1,751%
WIA
480
Wealthstreet Investment Advisors
Texas
$7.21M +$16.9K +383 +0.2%
VFM
481
Viking Fund Management
North Dakota
$7.21M +$1.68M +38,000 +30%
6M
482
6 Meridian
Kansas
$7.21M -$128K -2,900 -2%
MLIC
483
Mandatum Life Insurance Company
Finland
$7.15M +$5.41M +122,178 +310%
CAG
484
Crestwood Advisors Group
Massachusetts
$7.14M -$133K -2,995 -2%
CICI
485
Capital Investment Counsel Inc
North Carolina
$7.08M -$190K -4,291 -3%
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$7.03M -$2.5M -59,268 -26%
CCMD
487
Cypress Capital Management (Delaware)
Delaware
$6.97M +$5.11M +115,450 +274%
RGI
488
River Global Investors
United Kingdom
$6.89M -$2.49M -56,193 -27%
HFS
489
Hantz Financial Services
Michigan
$6.89M +$6.89M +155,654 New
TNBTD
490
Trustmark National Bank Trust Department
Mississippi
$6.88M -$217K -4,901 -3%
EWA
491
Exencial Wealth Advisors
Oklahoma
$6.87M +$4.19M +94,632 +156%
Massachusetts Financial Services
492
Massachusetts Financial Services
Massachusetts
$6.85M +$87.1K +1,969 +1%
AC
493
Allstate Corporation
Illinois
$6.65M -$7.25M -163,851 -52%
BM
494
Bislett Management
California
$6.64M – – –
B
495
Barings
North Carolina
$6.64M -$210K -4,755 -3%
PP
496
Palladium Partners
Virginia
$6.64M +$457K +10,335 +7%
Impax Asset Management Group
497
Impax Asset Management Group
United Kingdom
$6.62M +$1.91M +43,093 +40%
CTA
498
Colonial Trust Advisors
South Carolina
$6.59M +$637K +14,390 +11%
JIM
499
Jensen Investment Management
Oregon
$6.56M -$81K -1,830 -1%
LCM
500
Laurion Capital Management
New York
$6.54M +$6.54M +147,685 New
18 19
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