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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 %
Carson Wealth (CWM LLC)
751
Carson Wealth (CWM LLC)
Nebraska
$3.07M – – –
FC
752
FORA Capital
Florida
$3.06M -$5.6M -126,545 -65%
KCMRT
753
Kemper Corp Master Retirement Trust
Illinois
$3.05M – – –
BFG
754
Beacon Financial Group
Texas
$3.05M +$35K +777 +1%
CFA
755
Carroll Financial Associates
North Carolina
$3.04M +$4.78K +108 +0.2%
MCA
756
Mercer Capital Advisers
New Jersey
$3.04M -$72.1K -1,630 -2%
GHA
757
GW Henssler & Associates
Georgia
$3.02M +$40K +905 +1%
WSTAM
758
Wilbanks Smith & Thomas Asset Management
Virginia
$3.01M +$152K +3,442 +5%
CBN
759
Cadence Bank NA
Texas
$3.01M -$74.1K -1,675 -2%
SBIA
760
Sheaff Brock Investment Advisors
Indiana
$3M +$117K +2,643 +4%
WCM
761
Weik Capital Management
Pennsylvania
$3M +$2.21K +50 +0.1%
VAG
762
VisionPoint Advisory Group
Texas
$2.99M +$2.67M +60,292 +835%
RI
763
RWWM Inc
California
$2.98M -$28.9M -653,203 -91%
AAS
764
Avantax Advisory Services
Texas
$2.98M -$83.9K -1,903 -3%
NPT
765
Nixon Peabody Trust
Massachusetts
$2.98M +$153K +3,468 +5%
SMFG
766
Sumitomo Mitsui Financial Group
Japan
$2.97M +$564K +12,748 +23%
BAM
767
Barrett Asset Management
New York
$2.96M -$106K -2,400 -3%
CA
768
Clearstead Advisors
Ohio
$2.96M -$251K -5,673 -8%
CCM
769
Chickasaw Capital Management
Tennessee
$2.95M -$207K -4,682 -7%
UBV
770
United Bank (Virginia)
Virginia
$2.94M +$17.3K +391 +0.6%
QIM
771
Quantitative Investment Management
Virginia
$2.93M -$11.6M -261,329 -80%
PA
772
Profund Advisors
Maryland
$2.93M -$606K -13,694 -17%
HA
773
Hamel Associates
New Jersey
$2.93M +$1.12M +25,275 +62%
LS
774
Livforsakringsbolaget Skandia
Sweden
$2.93M +$522K +11,800 +22%
PFS
775
Physicians Financial Services
North Carolina
$2.93M -$161K -3,650 -5%
29 30
31
32 33