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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 %
MERSOM
551
Municipal Employees' Retirement System of Michigan
Michigan
$5.26M +$26.5K +600 +0.5%
GIM
552
Greylin Investment Management
Virginia
$5.26M -$75.2K -1,700 -1%
GIA
553
Guyasuta Investment Advisors
Pennsylvania
$5.25M +$234K +5,293 +5%
EWM
554
Evercore Wealth Management
New York
$5.25M +$236K +5,332 +5%
UB
555
UMB Bank
Missouri
$5.23M -$297K -6,720 -5%
CHC
556
City Holding Co
West Virginia
$5.21M +$47.8K +1,080 +0.9%
KRSITF
557
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.17M +$1.13M +25,553 +28%
DBT
558
Dubuque Bank & Trust
Iowa
$5.17M -$329K -7,444 -6%
SGAM
559
Smith Group Asset Management
Texas
$5.17M -$57.5K -1,300 -1%
CAM
560
Columbia Asset Management
Michigan
$5.13M +$457K +10,327 +10%
HPC
561
HM Payson & Co
Maine
$5.12M -$144K -3,260 -3%
SDIC
562
South Dakota Investment Council
South Dakota
$5.11M -$20.9K -472 -0.4%
ACM
563
AlphaCrest Capital Management
New York
$5.11M +$2.82M +63,651 +123%
WT
564
Washington Trust
Rhode Island
$5.1M +$225K +5,078 +5%
HI
565
Horizon Investments
North Carolina
$5.08M +$3.18M +71,775 +167%
SCM
566
Stonebridge Capital Management
California
$5.08M -$213K -4,825 -4%
MCM
567
Murphy Capital Management
New Jersey
$5.03M -$148K -3,340 -3%
SAA
568
Southeast Asset Advisors
Georgia
$5M -$8.85K -200 -0.2%
UR
569
USCA RIA
Texas
$4.97M +$1.32M +29,760 +36%
WAM
570
Wealthspire Advisors (Maryland)
Maryland
$4.96M -$187K -4,226 -4%
M
571
MOTCO
Texas
$4.95M +$116K +2,632 +2%
ECM
572
Everence Capital Management
Indiana
$4.93M – – –
NA
573
NewEdge Advisors
Louisiana
$4.92M -$919K -20,769 -16%
FB
574
Fulton Bank
Pennsylvania
$4.92M +$1.95K +44 +0%
VanEck Associates
575
VanEck Associates
New York
$4.92M +$928K +20,974 +23%
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