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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 %
SC
676
Schulhoff & Co
Ohio
$3.83M -$49.4K -1,116 -1%
MCM
677
MAI Capital Management
Ohio
$3.79M +$22.7K +513 +0.6%
MPM
678
Meritage Portfolio Management
Kansas
$3.78M -$146K -3,290 -4%
BHWM
679
Bar Harbor Wealth Management
New Hampshire
$3.77M -$171K -3,870 -4%
CSIC
680
Clifford Swan Investment Counsel
California
$3.75M -$32.4K -732 -0.9%
OPCM
681
Osborne Partners Capital Management
California
$3.74M -$160K -3,626 -4%
VAS
682
Valicenti Advisory Services
New York
$3.72M -$192K -4,341 -5%
LDB
683
Lee, Danner & Bass
Tennessee
$3.72M +$68.8K +1,555 +2%
CEP
684
Chicago Equity Partners
Illinois
$3.71M -$170K -3,840 -4%
LBC
685
Lowe Brockenbrough & Co
Virginia
$3.68M -$40.5K -916 -1%
NSIM
686
North Star Investment Management
Illinois
$3.68M -$285K -6,437 -7%
CCM
687
Condor Capital Management
New Jersey
$3.66M -$88 -2 -0%
AI
688
Atom Investors
Texas
$3.66M +$2.11M +47,713 +137%
BA
689
Bridgewater Associates
Connecticut
$3.65M +$3.65M +82,584 New
CNBTD
690
Citizens National Bank Trust Department
Mississippi
$3.64M +$3.64M +82,321 New
IIM
691
Ipswich Investment Management
Massachusetts
$3.64M +$1.61M +36,345 +79%
SC
692
Stralem & Co
New York
$3.63M -$178K -4,030 -5%
Tudor Investment Corp
693
Tudor Investment Corp
Connecticut
$3.63M +$3.63M +81,920 New
NAS
694
Nicolet Advisory Services
Wisconsin
$3.62M +$2.38M +53,703 +191%
MIAN
695
Mariner Independent Advisor Network
Kansas
$3.62M +$568K +13,325 +19%
Macquarie Group
696
Macquarie Group
Australia
$3.6M -$706K -15,947 -16%
LI
697
Lafayette Investments
Maryland
$3.6M -$5.05K -114 -0.1%
VV
698
Verity & Verity
South Carolina
$3.57M -$67.3K -1,520 -2%
CIM
699
Contravisory Investment Management
Massachusetts
$3.55M +$98.4K +2,225 +3%
CAM
700
Cresset Asset Management
Illinois
$3.54M +$276K +6,188 +8%
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