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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 %
PA
851
Parallel Advisors
California
$2.44M -$185K -4,183 -7%
GT
852
Greenleaf Trust
Michigan
$2.43M +$362K +8,177 +17%
RPC
853
Rossmore Private Capital
Connecticut
$2.42M +$828K +18,706 +52%
BHBT
854
Burke & Herbert Bank & Trust
Virginia
$2.41M -$29.2K -660 -1%
CIC
855
Carnegie Investment Counsel
Ohio
$2.41M +$309K +6,991 +15%
KIA
856
KCM Investment Advisors
California
$2.4M +$408K +9,225 +21%
FMBTD
857
First Midwest Bank Trust Division
Illinois
$2.39M +$36K +814 +2%
BAS
858
Brown Advisory Securities
Maryland
$2.39M +$1.25M +26,776 +110%
CT
859
Clearstead Trust
Maine
$2.39M -$58.7K -1,326 -2%
LNC
860
Lincoln National Corp
Pennsylvania
$2.38M +$157K +3,539 +7%
PP
861
PDS Planning
Ohio
$2.38M -$33.3K -752 -1%
S
862
Surevest
California
$2.38M +$765K +17,295 +48%
BCFS
863
Butensky & Cohen Financial Security
Florida
$2.38M -$60.7K -1,372 -2%
CC
864
Cadinha & Co
Hawaii
$2.36M -$2.04M -46,112 -46%
Millennium Management
865
Millennium Management
New York
$2.35M -$41.9M -946,181 -95%
GJIC
866
Gamble Jones Investment Counsel
California
$2.35M -$916K -20,703 -28%
TI
867
Truehand Inc
New Hampshire
$2.34M +$52.7K +1,190 +2%
NERM
868
New England Research & Management
Illinois
$2.33M +$500K +11,300 +27%
SC
869
Slow Capital
California
$2.32M +$249K +5,627 +12%
SC
870
Savant Capital
Illinois
$2.32M +$859K +19,417 +59%
FHB
871
First Hawaiian Bank
Hawaii
$2.32M -$335K -7,581 -13%
CIS
872
Capital International Sarl
California
$2.31M -$4.33M -97,922 -65%
FMT
873
First Mercantile Trust
Tennessee
$2.31M -$169K -3,827 -7%
SNT
874
Security National Trust
West Virginia
$2.31M -$10.8K -245 -0.5%
MCM
875
Monument Capital Management
Virginia
$2.31M -$146K -3,296 -6%
33 34
35
36 37