KO icon

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 %
SC
676
Stralem & Co
New York
$4.76M +$4.76M +86,055 New
SSG
677
Summit Securities Group
New York
$4.76M +$4.13M +74,600 +660%
SHWM
678
Smith & Howard Wealth Management
Georgia
$4.73M +$2.6K +47 +0.1%
CSIC
679
Clifford Swan Investment Counsel
California
$4.73M – – –
MCM
680
MAI Capital Management
Ohio
$4.72M +$3.41M +61,602 +261%
SCM
681
Shelton Capital Management
Colorado
$4.71M +$1.9M +34,243 +67%
AIM
682
Allen Investment Management
New York
$4.7M – – –
BC
683
Brinker Capital
Pennsylvania
$4.7M +$349K +6,311 +8%
LBC
684
Lowe Brockenbrough & Co
Virginia
$4.65M +$82.6K +1,492 +2%
EP
685
Eudaimonia Partners
Tennessee
$4.64M +$4.64M +83,843 New
CCM
686
Cadence Capital Management
Massachusetts
$4.61M -$112K -2,025 -2%
BBI
687
Baxter Bros Inc
Connecticut
$4.59M +$23K +415 +0.5%
CCM
688
Condor Capital Management
New Jersey
$4.58M -$102K -1,839 -2%
HH
689
Hilltop Holdings
Texas
$4.58M +$31.8K +575 +0.7%
UR
690
USCA RIA
Texas
$4.57M +$729K +13,176 +19%
BAM
691
Bell Asset Management
Australia
$4.57M -$3.64M -65,763 -44%
LDB
692
Lee, Danner & Bass
Tennessee
$4.56M +$716K +12,932 +19%
MBTD
693
Mechanics Bank - Trust Department
California
$4.55M -$73.7K -1,332 -2%
VV
694
Verity & Verity
South Carolina
$4.55M -$71.4K -1,290 -2%
Fisher Asset Management
695
Fisher Asset Management
Washington
$4.54M +$539K +9,734 +13%
NEAM
696
New England Asset Management
Connecticut
$4.51M -$77.5K -1,400 -2%
LI
697
Lafayette Investments
Maryland
$4.5M -$155K -2,800 -3%
NB
698
Northwest Bancshares
Pennsylvania
$4.49M +$411K +7,431 +10%
TCOV
699
Trust Company of Vermont
Vermont
$4.46M -$4.65K -84 -0.1%
WG
700
Welch Group
Alabama
$4.43M -$25.9K -467 -0.6%
26 27
28
29 30