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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 %
BPM
701
Bronson Point Management
Connecticut
$3.54M -$2.54M -57,500 -42%
TCOV
702
Trust Company of Vermont
Vermont
$3.53M -$34.5K -780 -1%
LW
703
Linscomb Wealth
Texas
$3.53M -$7.17K -162 -0.2%
AIS
704
Accurate Investment Solutions
Pennsylvania
$3.53M -$282K -6,377 -7%
NB
705
Northwest Bancshares
Pennsylvania
$3.53M -$64K -1,446 -2%
GRQ
706
Gardner Russo & Quinn
Pennsylvania
$3.52M -$914K -20,647 -21%
FA
707
FDx Advisors
Illinois
$3.52M +$182K +4,104 +5%
SGCA
708
Steel Grove Capital Advisors
Tennessee
$3.52M +$37.2K +841 +1%
OWD
709
Osborn Williams & Donohoe
Ohio
$3.48M +$48.5K +1,095 +1%
CFG
710
Citizens Financial Group
Rhode Island
$3.47M +$424K +9,555 +14%
FWM
711
Frontier Wealth Management
Missouri
$3.47M +$1.14M +25,699 +49%
VWA
712
Visionary Wealth Advisors
Illinois
$3.46M +$61.4K +1,388 +2%
GAB
713
German American Bancorp
Indiana
$3.44M +$99K +2,237 +3%
SYBT
714
Stock Yards Bank & Trust
Kentucky
$3.44M -$36K -814 -1%
HT
715
Heritage Trust
Oklahoma
$3.4M -$58.4K -1,320 -2%
BFO
716
Boston Family Office
Massachusetts
$3.39M -$133K -3,008 -4%
LNWWM
717
Laird Norton Wetherby Wealth Management
California
$3.37M -$464K -10,489 -12%
NB
718
NBT Bank
New York
$3.36M -$83.9K -1,895 -2%
BHIA
719
Birch Hill Investment Advisors
Massachusetts
$3.36M -$310 -7 -0%
HKIM
720
Hayek Kallen Investment Management
Alabama
$3.35M -$89.6K -2,025 -3%
CCM
721
Campbell Capital Management
Florida
$3.34M -$126K -2,846 -4%
JAM
722
Jolley Asset Management
North Carolina
$3.33M +$3.33M +75,354 New
CB
723
Cadence Bank
Mississippi
$3.28M +$2.07M +46,700 +170%
GWM
724
Geneos Wealth Management
Colorado
$3.27M +$176K +4,090 +6%
WS
725
Wedbush Securities
California
$3.26M +$461K +10,409 +16%
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