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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 %
FAAS
626
First Allied Advisory Services
California
$4.33M +$176K +3,988 +4%
SW
627
SteelPeak Wealth
California
$4.32M -$362K -8,179 -8%
DWM
628
Destination Wealth Management
California
$4.31M -$170K -3,835 -4%
AM
629
Atwater Malick
Pennsylvania
$4.29M +$213K +4,823 +5%
BRWA
630
B. Riley Wealth Advisors
Florida
$4.29M +$203K +4,583 +5%
TC
631
TownSquare Capital
Utah
$4.28M +$804K +17,634 +23%
AP
632
Advisor Partners
California
$4.27M -$1.32M -29,756 -24%
IC
633
Inverness Counsel
New York
$4.27M -$9.07K -205 -0.2%
CNBT
634
Canandaigua National Bank & Trust
New York
$4.26M -$72.9K -1,648 -2%
CG
635
Colony Group
Massachusetts
$4.26M -$131K -2,968 -3%
WSFS
636
Wilmington Savings Fund Society
Delaware
$4.25M +$1.55M +35,006 +57%
JPMIA
637
J.P. Marvel Investment Advisors
Massachusetts
$4.25M +$22.3K +505 +0.5%
IRF
638
IBM Retirement Fund
New York
$4.23M +$1.52M +34,265 +56%
CIS
639
Connors Investor Services
Pennsylvania
$4.23M +$85.5K +1,932 +2%
WWM
640
Willingdon Wealth Management
North Carolina
$4.21M -$5.37M -121,442 -56%
PL
641
Parkwood LLC
Ohio
$4.2M -$48.8K -1,102 -1%
TWM
642
TLW Wealth Management
Florida
$4.2M +$749K +16,934 +22%
NEAM
643
New England Asset Management
Connecticut
$4.18M +$579K +13,080 +16%
SCA
644
Spearhead Capital Advisors
Florida
$4.18M +$252K +5,685 +6%
RCC
645
Red Cedar Capital
Nebraska
$4.15M – – –
ASN
646
Advisory Services Network
Georgia
$4.15M +$884K +19,989 +27%
FGP
647
Foyston, Gordon, & Payne
Ontario, Canada
$4.15M – – –
AIM
648
Aigen Investment Management
New York
$4.14M +$4.14M +93,479 +934,790%
WTC
649
WhitTier Trust Company
Nevada
$4.12M +$194K +4,382 +5%
BCP
650
Blue Chip Partners
Michigan
$4.1M -$110K -2,492 -3%
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