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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 %
PP
826
Paloma Partners
Connecticut
$2.59M +$1.65M +37,380 +178%
WC
827
Woodstock Corp
Massachusetts
$2.58M – – –
ECM
828
ExodusPoint Capital Management
New York
$2.57M -$15.5M -349,510 -86%
CCG
829
Cypress Capital Group
Florida
$2.56M +$204K +4,616 +9%
BONST
830
Bank of Nova Scotia Trust
Ontario, Canada
$2.56M +$106K +2,398 +4%
AssetMark Inc
831
AssetMark Inc
California
$2.54M +$1.68M +38,054 +198%
CIA
832
Covington Investment Advisors
Pennsylvania
$2.53M – – –
EIM
833
Essex Investment Management
Massachusetts
$2.52M -$3.9M -88,203 -61%
Wealth Enhancement Advisory Services
834
Wealth Enhancement Advisory Services
Minnesota
$2.52M +$2.52M +53,881 New
GLA
835
Great Lakes Advisors
Illinois
$2.52M -$5.27M -119,113 -68%
EAM
836
Erste Asset Management
Austria
$2.51M -$2.04M -45,400 -45%
FFWA
837
FRG Family Wealth Advisors
Washington
$2.51M +$8.85K +200 +0.4%
IA
838
IFG Advisory
Georgia
$2.5M +$661K +14,940 +36%
WWM
839
Western Wealth Management
Colorado
$2.5M +$711K +16,071 +40%
PPW
840
Parcion Private Wealth
Washington
$2.5M +$195K +4,397 +8%
BDS
841
Banco de Sabadell
Florida
$2.49M +$677K +15,223 +37%
GH
842
GAM Holding
Switzerland
$2.49M +$131K +2,964 +6%
RIL
843
Rothschild Investment LLC
Illinois
$2.49M +$109K +2,463 +5%
CFSG
844
Community Financial Services Group
Vermont
$2.47M +$135K +3,055 +6%
MSAM
845
Moloney Securities Asset Management
Missouri
$2.47M +$1.25M +28,272 +103%
MWA
846
Marshall Wace Asia
Hong Kong
$2.46M +$2.46M +55,555 New
ST
847
Sabal Trust
Florida
$2.45M -$193K -4,371 -7%
ZB
848
Zions Bancorporation
Utah
$2.45M +$477K +10,788 +24%
APA
849
American Portfolios Advisors
New York
$2.45M +$573K +12,952 +31%
CIA
850
Choate Investment Advisors
Massachusetts
$2.44M -$90.3K -2,040 -4%
32 33
34
35 36