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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 %
BMA
901
Brooks Moore & Associates
Tennessee
$2.16M +$268K +6,062 +14%
SBWIC
902
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.16M +$8.85K +200 +0.4%
FMWA
903
Forvis Mazars Wealth Advisors
Missouri
$2.16M -$313K -7,066 -13%
BO
904
BRR OpCo
Ohio
$2.16M +$26.9K +608 +1%
AA
905
ALPS Advisors
Colorado
$2.15M +$862K +19,493 +67%
WP
906
WMS Partners
Maryland
$2.14M +$27.5K +622 +1%
HP
907
Hikari Power
Japan
$2.14M +$106K +2,400 +5%
HCM
908
Hodges Capital Management
Texas
$2.14M +$310K +6,997 +17%
MMHP
909
Murphy Middleton Hinkle & Parker
Georgia
$2.13M -$81.6K -1,844 -4%
KFP
910
Keystone Financial Planning
Ohio
$2.12M -$4.65M -105,013 -69%
RHDIC
911
R.H. Dinel Investment Counsel
California
$2.12M – – –
HH
912
Hilltop Holdings
Texas
$2.12M -$1.55M -34,928 -42%
JC
913
Jacobs & Co
California
$2.11M -$13.1K -295 -0.6%
SSW
914
Smith Shellnut Wilson
Mississippi
$2.11M -$73.5K -1,662 -3%
FDCC
915
Foster Dykema Cabot & Co
Massachusetts
$2.1M -$3.72K -84 -0.2%
SFA
916
Semmax Financial Advisors
North Carolina
$2.09M +$156K +3,530 +8%
MYAM
917
Meiji Yasuda Asset Management
Japan
$2.09M -$5.15M -116,399 -71%
SAM
918
Stansberry Asset Management
Texas
$2.08M +$175K +3,961 +9%
NWM
919
Nicola Wealth Management
British Columbia, Canada
$2.08M – – –
BTW
920
Boston Trust Walden
Massachusetts
$2.07M -$17.7K -400 -0.8%
BBNA
921
Bremer Bank National Association
Minnesota
$2.07M +$5.8K +131 +0.3%
American Century Companies
922
American Century Companies
Missouri
$2.06M -$32.8M -741,654 -94%
HAG
923
HighPoint Advisor Group
Illinois
$2.06M -$38.6K -850 -2%
MAA
924
Matrix Asset Advisors
New York
$2.05M +$2.05M +46,377 New
CII
925
Capital International Inc
California
$2.05M -$7.08M -160,043 -78%
35 36
37
38 39