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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 %
AO
776
Allen Operations
New York
$2.91M – – –
OTPPB
777
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.91M +$2.91M +65,834 New
NRS
778
Neville Rodie & Shaw
New York
$2.91M -$24.3K -550 -0.8%
OC
779
Oakworth Capital
Alabama
$2.9M +$128K +2,899 +5%
NAM
780
NTV Asset Management
West Virginia
$2.9M +$7.79K +176 +0.3%
KPCM
781
Kings Point Capital Management
New York
$2.9M +$14.4K +325 +0.5%
MFG
782
Monte Financial Group
Connecticut
$2.9M +$271K +6,136 +10%
GCM
783
Gables Capital Management
Florida
$2.9M +$146K +3,305 +5%
CFGS
784
Concourse Financial Group Securities
Alabama
$2.88M +$134K +2,995 +5%
NSEDCP
785
NJ State Employees Deferred Compensation Plan
New Jersey
$2.88M – – –
WAS
786
Wesleyan Assurance Society
United Kingdom
$2.87M – – –
VCM
787
Violich Capital Management
California
$2.87M – – –
ARMC
788
American Research & Management Company
Massachusetts
$2.86M -$146K -3,290 -5%
EDRH
789
Edmond de Rothschild Holding
Switzerland
$2.84M -$70.7K -1,598 -2%
JCM
790
Jacobi Capital Management
Pennsylvania
$2.84M -$22.6K -508 -0.8%
IC
791
IEQ Capital
California
$2.83M +$601K +13,576 +27%
CA
792
CapWealth Advisors
Tennessee
$2.83M +$1.71M +38,712 +154%
IG
793
ING Group
Netherlands
$2.82M -$8.72M -196,979 -76%
MME
794
Meag Munich Ergo
Germany
$2.82M -$3.96M -89,508 -58%
SBL
795
Sargent Bickham Lagudis
Colorado
$2.81M -$28.5K -644 -1%
EH
796
Equitable Holdings
New York
$2.8M +$455K +10,286 +19%
HDIM
797
Hanson & Doremus Investment Management
Vermont
$2.8M +$489K +11,054 +21%
TSS
798
Thomas Story & Son
Indiana
$2.79M – – –
RC
799
Roundview Capital
New Jersey
$2.79M +$211K +4,779 +8%
BIM
800
Bridgecreek Investment Management
Oklahoma
$2.78M – – –
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