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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 %
MAM
801
Meeder Asset Management
Ohio
$2.77M +$2.02M +45,706 +272%
HSA
802
HBK Sorce Advisory
Pennsylvania
$2.76M +$489K +11,051 +22%
IAN
803
Integrated Advisors Network
Texas
$2.75M +$128K +2,892 +5%
CCM
804
Coldstream Capital Management
Washington
$2.74M -$193K -4,372 -7%
TFA
805
Toth Financial Advisory
Virginia
$2.74M -$61.8K -1,397 -2%
MHS
806
M Holdings Securities
Oregon
$2.74M +$888K +20,071 +48%
DE
807
Day & Ennis
Georgia
$2.73M -$142K -3,203 -5%
DWM
808
Darwin Wealth Management
Florida
$2.72M +$6.24K +141 +0.2%
PFM
809
Parsec Financial Management
North Carolina
$2.71M +$6.59K +149 +0.2%
ODCM
810
Old Dominion Capital Management
Virginia
$2.7M +$22.1K +500 +0.8%
HCM
811
Hollencrest Capital Management
California
$2.69M -$368K -8,308 -12%
ACA
812
Anchor Capital Advisors
Massachusetts
$2.68M -$44.3K -1,000 -2%
BBA
813
BLB&B Advisors
Pennsylvania
$2.67M -$19.2K -434 -0.7%
VC
814
Vestor Capital
Illinois
$2.67M +$2.46M +55,637 +1,193%
BOCM
815
Bontempo Ohly Capital Management
Maryland
$2.66M -$215K -4,851 -7%
FLI
816
Family Legacy Inc
South Carolina
$2.66M +$60.6K +1,369 +2%
RA
817
RFG Advisory
Alabama
$2.65M -$2.12K -48 -0.1%
BCM
818
Brookstone Capital Management
Illinois
$2.65M -$364K -8,222 -12%
RAM
819
Roanoke Asset Management
New Jersey
$2.63M +$13.3K +300 +0.5%
OAM
820
Oppenheimer Asset Management
New York
$2.63M +$758K +17,136 +41%
ADBIC
821
A.D. Beadell Investment Counsel
Wisconsin
$2.61M -$61.5K -1,390 -2%
TBNY
822
Trustco Bank (New York)
New York
$2.61M – – –
AC
823
Alexandria Capital
Virginia
$2.6M -$157K -3,559 -6%
CT
824
Cambridge Trust
Massachusetts
$2.59M -$114K -2,587 -4%
AW
825
ACG Wealth
Georgia
$2.59M -$49.4K -1,117 -2%
31 32
33
34 35