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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 %
WANY
526
Wealthspire Advisors (New York)
New York
$5.78M +$5.11M +115,393 +758%
GIP
527
Greatmark Investment Partners
Georgia
$5.76M -$111K -2,498 -2%
VFA
528
Voya Financial Advisors
Connecticut
$5.74M +$138K +3,057 +2%
ONB
529
Old National Bancorp
Indiana
$5.74M +$371K +8,389 +7%
BAC
530
Boys Arnold & Co
North Carolina
$5.73M -$76.6K -1,730 -1%
RB
531
Rodgers Brothers
Pennsylvania
$5.7M +$504K +11,400 +10%
BRWM
532
B. Riley Wealth Management
Tennessee
$5.69M +$4.03M +90,976 +242%
AWM
533
Atticus Wealth Management
Florida
$5.69M -$21.6K -489 -0.4%
TBA
534
Tower Bridge Advisors
Pennsylvania
$5.65M +$51.3K +1,160 +0.9%
EVM
535
Evelyn V. Moreno
$5.64M -$25K -565 -0.4%
PTC
536
Petrus Trust Company
Texas
$5.62M – – –
ACM
537
Azimuth Capital Management
Michigan
$5.61M -$130K -2,945 -2%
MBT
538
Montecito Bank & Trust
California
$5.52M -$82.1K -1,855 -1%
SWP
539
Stratos Wealth Partners
Ohio
$5.52M +$2.02M +45,543 +58%
1IA
540
1834 Investment Advisors
Wisconsin
$5.49M +$5.38M +121,589 +4,961%
TCM
541
Tran Capital Management
California
$5.48M +$5.48M +123,875 New
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$5.47M +$2.1M +47,355 +62%
SLI
543
Sumitomo Life Insurance
Japan
$5.46M +$90.1K +2,036 +2%
WCM
544
Wallace Capital Management
Texas
$5.43M -$65.9K -1,490 -1%
JWM
545
JGP Wealth Management
Oregon
$5.43M -$455K -9,522 -8%
CAN
546
Cetera Advisor Networks
California
$5.39M -$106K -2,386 -2%
AAM
547
Auxier Asset Management
Oregon
$5.37M +$105K +2,362 +2%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$5.37M +$39.6K +894 +0.7%
OIM
549
Opus Investment Management
Massachusetts
$5.35M -$35.4K -800 -0.7%
TI
550
Trexquant Investment
Connecticut
$5.35M +$5.35M +120,952 New
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