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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 %
CCMINC
726
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.26M -$154K -3,474 -5%
JWBC
727
J.W. Burns & Co
New York
$3.25M -$49.1K -1,110 -1%
COI
728
Connable Office Inc
Michigan
$3.22M +$642K +14,499 +25%
BDWM
729
Brewin Dolphin Wealth Management
Ireland
$3.21M +$17K +385 +0.5%
KIC
730
Keating Investment Counselors
Florida
$3.21M -$770K -17,397 -19%
WIC
731
WealthBridge Investment Counsel
Alberta, Canada
$3.21M -$44.3K -1,000 -1%
PL
732
Parthenon LLC
Kentucky
$3.21M -$44.3K -1,000 -1%
BCCM
733
Bridge Creek Capital Management
Massachusetts
$3.2M -$1.46K -33 -0%
CCG
734
Chatham Capital Group
Georgia
$3.19M -$51.4K -1,162 -2%
SCA
735
Stokes Capital Advisors
South Carolina
$3.19M +$378K +8,552 +13%
SSB
736
Sandy Spring Bank
Maryland
$3.18M +$413K +9,339 +15%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$3.16M -$117K -2,655 -4%
AHB
738
Abner Herrman & Brock
New Jersey
$3.15M -$73K -1,650 -2%
BCM
739
Bayesian Capital Management
New York
$3.14M -$2.43M -54,905 -44%
AIM
740
Anchor Investment Management
South Carolina
$3.14M -$38.2K -863 -1%
DAS
741
Dynamic Advisor Solutions
Arizona
$3.14M -$281K -6,350 -8%
TCM
742
Tufton Capital Management
Maryland
$3.12M -$47.4K -1,072 -1%
CCM
743
Cadence Capital Management
Massachusetts
$3.11M -$575K -12,986 -16%
BRM
744
Boston Research & Management
Massachusetts
$3.11M -$735K -16,613 -19%
SWMG
745
Signature Wealth Management Group
Georgia
$3.1M +$2.47M +55,858 +393%
WPW
746
Waldron Private Wealth
Pennsylvania
$3.1M -$397K -8,890 -11%
CC
747
Chicago Capital
Illinois
$3.09M – – –
TFS
748
TrustCore Financial Services
Tennessee
$3.09M -$31.9K -721 -1%
AAMU
749
AEGON Asset Management (UK)
United Kingdom
$3.08M – – –
SA
750
Shilanski & Associates
Alaska
$3.07M +$73.2K +1,648 +2%
28 29
30
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