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Coca-Cola
KO

Overview Fund Activity

2,292 hedge funds and large institutions have $164B invested in Coca-Cola in 2019 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 867 increasing their positions, 838 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+177
Holders Change %
+8.37%
% of All Funds
45.26%
Holding in Top 10
102
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.42%
% of All Funds
2.01%
New
273
Increased
867
Reduced
838
Closed
73
Calls
$1.4B
Puts
$1.34B
Net Calls
+$57M
Net Calls Change
-$251M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.08B
2
BlackRock
BlackRock
New York
+$293M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$281M
4
Barclays
Barclays
United Kingdom
+$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$245M

Top Sellers

1
AIG
American International Group
New York
-$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
3
GQG Partners
GQG Partners
Florida
-$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$216M
5
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
651
Reik & Co
New York
$5.01M – – –
VanEck Associates
652
VanEck Associates
New York
$4.99M +$247K +4,458 +5%
UFF
653
USA Financial Formulas
Michigan
$4.98M +$1.41M +25,436 +39%
KIC
654
Keating Investment Counselors
Florida
$4.98M -$86.6K -1,565 -2%
PPSG
655
Princeton Portfolio Strategies Group
New Jersey
$4.98M -$12.5K -225 -0.2%
NSIM
656
North Star Investment Management
Illinois
$4.95M -$3.65K -66 -0.1%
ACM
657
Argyle Capital Management
Pennsylvania
$4.93M – – –
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$4.93M -$65K -1,175 -1%
MPM
659
Meritage Portfolio Management
Kansas
$4.91M -$26.3K -475 -0.5%
SCA
660
Spearhead Capital Advisors
Florida
$4.91M +$186K +3,361 +4%
LCP
661
Legacy Capital Partners
Wisconsin
$4.91M +$24.4K +441 +0.5%
WTC
662
WhitTier Trust Company
Nevada
$4.91M -$448K -8,093 -8%
MCP
663
Martin Capital Partners
Oregon
$4.91M +$259K +4,676 +6%
VAS
664
Valicenti Advisory Services
New York
$4.9M +$72.3K +1,306 +1%
LIM
665
Leavell Investment Management
Alabama
$4.89M +$5.76K +104 +0.1%
HIC
666
Harvey Investment Company
Kentucky
$4.89M +$143K +2,575 +3%
OPCM
667
Osborne Partners Capital Management
California
$4.88M -$185K -3,351 -4%
RG
668
Rikoon Group
New Mexico
$4.87M +$830 +15 +0%
RIA
669
RPG Investment Advisory
California
$4.86M -$18.4K -332 -0.4%
SC
670
Schulhoff & Co
Ohio
$4.85M -$4.32K -78 -0.1%
CEP
671
Chicago Equity Partners
Illinois
$4.85M -$2.03M -36,695 -30%
BRM
672
Boston Research & Management
Massachusetts
$4.8M -$41.5K -750 -0.9%
NMIFOAC
673
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.8M – – –
LNWWM
674
Laird Norton Wetherby Wealth Management
California
$4.8M +$176K +3,176 +4%
AIS
675
Accurate Investment Solutions
Pennsylvania
$4.77M -$29.6K -535 -0.6%
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