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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 %
APP
651
Avantax Planning Partners
Iowa
$4.1M +$1.18M +26,682 +40%
FCCM
652
First City Capital Management
Georgia
$4.1M -$417M -94,104 -99%
BFA
653
Benedict Financial Advisors
Georgia
$4.1M -$21.7K -490 -0.5%
DIP
654
DT Investment Partners
Pennsylvania
$4.03M -$137K -3,100 -3%
CFS
655
Cannon Financial Strategists
Georgia
$4.03M +$2.25M +50,746 +126%
SA
656
Sicart Associates
New York
$4.03M +$4.03M +90,983 New
WIC
657
Willis Investment Counsel
Georgia
$4.03M +$3.58M +80,892 +803%
LIM
658
Leavell Investment Management
Alabama
$4.01M +$64.7K +1,448 +2%
SCM
659
Shelton Capital Management
Colorado
$4M +$230K +5,201 +6%
PPSG
660
Princeton Portfolio Strategies Group
New Jersey
$3.98M – – –
SC
661
Stolper & Co
Oklahoma
$3.97M +$3.97M +89,819 New
AIM
662
Allen Investment Management
New York
$3.97M +$209K +4,730 +6%
EP
663
Eudaimonia Partners
Tennessee
$3.97M +$257K +5,816 +7%
WFMPM
664
Woodley Farra Manion Portfolio Management
Indiana
$3.96M +$3.86M +87,181 +3,789%
BBI
665
Baxter Bros Inc
Connecticut
$3.96M +$285K +6,436 +8%
ACM
666
Argyle Capital Management
Pennsylvania
$3.94M – – –
EGM
667
Engineers Gate Manager
New York
$3.93M +$3.71M +83,847 +1,658%
MCP
668
Martin Capital Partners
Oregon
$3.92M -$1.15K -26 -0%
EWA
669
EP Wealth Advisors
California
$3.91M -$373K -8,429 -9%
HIC
670
Harvey Investment Company
Kentucky
$3.91M – – –
RG
671
Rikoon Group
New Mexico
$3.89M -$33.9K -760 -0.9%
RIA
672
RPG Investment Advisory
California
$3.88M -$5.27K -119 -0.1%
LCP
673
Legacy Capital Partners
Wisconsin
$3.88M -$44.9K -1,015 -1%
MBTD
674
Mechanics Bank - Trust Department
California
$3.86M +$225K +5,086 +6%
NMIFOAC
675
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.84M – – –
25 26
27
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