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 %
AAMU
751
AEGON Asset Management (UK)
United Kingdom
$3.86M – – –
AAS
752
Avantax Advisory Services
Texas
$3.85M +$1.2M +21,627 +45%
BAM
753
Barrett Asset Management
New York
$3.83M +$608K +10,980 +19%
CSS
754
Cubist Systematic Strategies
Connecticut
$3.83M -$1.45M -26,273 -28%
HCM
755
Hollencrest Capital Management
California
$3.83M +$362K +6,537 +10%
CFG
756
Citizens Financial Group
Rhode Island
$3.81M +$122K +2,210 +3%
CFA
757
Carroll Financial Associates
North Carolina
$3.8M +$261K +4,715 +7%
BCM
758
Brookstone Capital Management
Illinois
$3.77M +$651K +11,756 +21%
ARMC
759
American Research & Management Company
Massachusetts
$3.76M -$371K -6,700 -9%
WCM
760
Weik Capital Management
Pennsylvania
$3.74M -$16.6K -300 -0.4%
SA
761
Shilanski & Associates
Alaska
$3.74M +$49.8K +900 +1%
GHA
762
GW Henssler & Associates
Georgia
$3.72M +$318K +5,747 +9%
BFG
763
Beacon Financial Group
Texas
$3.71M +$253K +4,569 +7%
AAM
764
Azzad Asset Management
Virginia
$3.7M +$90.3K +1,813 +2%
KCMRT
765
Kemper Corp Master Retirement Trust
Illinois
$3.68M -$775K -14,000 -17%
NRS
766
Neville Rodie & Shaw
New York
$3.67M -$21.6K -390 -0.6%
CCM
767
Coldstream Capital Management
Washington
$3.67M +$55 +1 +0%
UBV
768
United Bank (Virginia)
Virginia
$3.66M +$5.09K +92 +0.1%
APP
769
Avantax Planning Partners
Iowa
$3.65M -$52.7K -953 -1%
AO
770
Allen Operations
New York
$3.65M – – –
EDRH
771
Edmond de Rothschild Holding
Switzerland
$3.64M -$370K -6,678 -9%
NAM
772
NTV Asset Management
West Virginia
$3.62M +$72.9K +1,318 +2%
KPCM
773
Kings Point Capital Management
New York
$3.61M -$200K -3,617 -5%
RIA
774
Regal Investment Advisors
Michigan
$3.61M +$57.3K +1,036 +2%
SBIA
775
Sheaff Brock Investment Advisors
Indiana
$3.6M -$124K -2,234 -3%
29 30
31
32 33