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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 %
CI
576
Cigna Investments
Connecticut
$4.91M +$304K +6,867 +7%
WI
577
Wafra Inc
New York
$4.91M -$23.8M -538,684 -83%
ECG
578
Edge Capital Group
Georgia
$4.88M +$361K +8,147 +8%
SIC
579
Salem Investment Counselors
North Carolina
$4.88M +$37.8K +855 +0.8%
SVWAG
580
Sound View Wealth Advisors Group
Georgia
$4.88M +$9.38K +212 +0.2%
CCA
581
Catalyst Capital Advisors
New York
$4.87M -$1.39M -31,300 -22%
SCA
582
Snowden Capital Advisors
New York
$4.83M -$44.4K -1,004 -0.9%
BFIC
583
Bedell Frazier Investment Counselling
California
$4.81M +$4.81M +108,750 New
KFP
584
KMG Fiduciary Partners
Ohio
$4.81M +$19.3K +437 +0.4%
SBWM
585
Sunflower Bank Wealth Management
Arizona
$4.78M – – –
WG
586
Welch Group
Alabama
$4.77M +$1.23M +27,813 +35%
CI
587
Capital International
California
$4.76M -$5.95M -134,496 -56%
YL
588
YCG LLC
Texas
$4.76M -$11.6K -263 -0.2%
SCA
589
Stonebridge Capital Advisors
Minnesota
$4.75M +$7.97K +180 +0.2%
BCM
590
Birmingham Capital Management
Alabama
$4.74M +$452K +10,210 +11%
BC
591
Brinker Capital
Pennsylvania
$4.73M +$964K +21,716 +26%
SCM
592
Symons Capital Management
Pennsylvania
$4.72M -$170K -3,836 -3%
FBT
593
First Bankers Trust
Kentucky
$4.72M +$39.6K +896 +0.8%
MC
594
Moors & Cabot
Massachusetts
$4.71M -$366K -8,277 -7%
KA
595
Kintegral Advisory
New York
$4.68M +$523K +11,725 +13%
LC
596
Lincoln Capital
Nebraska
$4.67M -$35.8K -808 -0.8%
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$4.66M +$244K +5,504 +6%
LA
598
Lynch & Associates
Indiana
$4.64M -$4.07K -92 -0.1%
CA
599
Cetera Advisors
Colorado
$4.63M +$58.8K +1,328 +1%
FCBT
600
First Citizens Bank & Trust
North Carolina
$4.63M +$503K +11,356 +12%
22 23
24
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