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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 %
HWA
876
Heritage Way Advisors
Illinois
$2.31M -$140K -3,166 -6%
BCM
877
Buckhead Capital Management
Georgia
$2.3M -$62.9K -1,421 -3%
Wealthfront Advisers
878
Wealthfront Advisers
California
$2.3M -$4.23M -95,490 -65%
SFG
879
Summit Financial Group
West Virginia
$2.29M +$88 +2 +0%
QCG
880
Quadrant Capital Group
Ohio
$2.28M +$535K +12,092 +31%
CWM
881
Cornerstone Wealth Management
Missouri
$2.26M +$183K +4,132 +9%
CI
882
CX Institutional
Indiana
$2.25M +$1.25M +28,184 +124%
NWP
883
Northstar Wealth Partners
Connecticut
$2.24M +$125K +2,819 +6%
RPWA
884
Regent Peak Wealth Advisors
Georgia
$2.24M +$408K +9,220 +22%
PBC
885
Pavion Blue Capital
California
$2.24M +$218K +4,931 +11%
HW
886
Hedeker Wealth
Illinois
$2.24M +$71.1K +1,608 +3%
UBG
887
United Bank (Georgia)
Georgia
$2.22M -$297K -6,711 -12%
RWA
888
Ropes Wealth Advisors
Massachusetts
$2.22M +$90.5K +2,044 +4%
AC
889
Athanor Capital
New York
$2.2M -$4.54M -102,511 -67%
BOTW
890
Bank of the West
California
$2.2M +$16.5K +372 +0.8%
WSCM
891
Wellington Shields Capital Management
New York
$2.2M +$5.4K +122 +0.2%
HCM
892
Howland Capital Management
Massachusetts
$2.19M -$114K -2,581 -5%
GIA
893
Granite Investment Advisors
New Hampshire
$2.19M -$32.1K -725 -1%
FL
894
Fort LP
Maryland
$2.19M -$7.61K -172 -0.3%
WPA
895
West Paces Advisors
Georgia
$2.18M -$48.4K -1,094 -2%
SSA
896
Schonfeld Strategic Advisors
New York
$2.17M +$2.17M +49,108 New
LBC
897
Lawrence B. Cohen
$2.17M +$95.2K +2,151 +5%
TTWM
898
TCV Trust & Wealth Management
Virginia
$2.17M -$99.7K -2,254 -4%
PVH
899
Psagot Value Holdings
Israel
$2.17M +$1.22M +27,460 +128%
LFAS
900
Level Four Advisory Services
Texas
$2.16M +$66.8K +1,514 +3%
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