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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 %
III
951
Independent Investors Inc
New York
$1.95M -$44.2K -1,000 -2%
PCG
952
Private Capital Group
Connecticut
$1.95M -$403K -9,027 -17%
DPIM
953
Duff & Phelps Investment Management
Illinois
$1.95M +$46.9K +1,060 +2%
IA
954
IFP Advisors
Florida
$1.95M -$24.4K -551 -1%
BFA
955
Bragg Financial Advisors
North Carolina
$1.94M +$22.6K +511 +1%
IAS
956
Investment Advisory Services
Texas
$1.93M +$234K +5,280 +14%
BHC
957
Bowen Hanes & Co
Florida
$1.93M -$42.7K -965 -2%
LWANC
958
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.92M +$48.5K +1,095 +3%
ACM
959
Allred Capital Management
Texas
$1.92M -$119K -2,695 -6%
KC
960
Kingfisher Capital
North Carolina
$1.92M +$882K +19,933 +85%
FPB
961
First PREMIER Bank
South Dakota
$1.91M +$7.35K +166 +0.4%
BFM
962
Boston Financial Management
Massachusetts
$1.91M +$21.6K +488 +1%
PFSC
963
Peoples Financial Services Corp
Pennsylvania
$1.91M -$14.4K -325 -0.7%
BHA
964
Beech Hill Advisors
New York
$1.9M +$1.9M +42,989 New
EM
965
Excalibur Management
Massachusetts
$1.9M +$198K +4,476 +12%
BAM
966
Blueshift Asset Management
New Jersey
$1.89M +$1.89M +42,631 New
VFA
967
Valeo Financial Advisors
Indiana
$1.89M +$362K +7,386 +24%
CCA
968
Checchi Capital Advisers
California
$1.88M -$6.28K -142 -0.3%
SCM
969
Southport Capital Management
Tennessee
$1.88M +$23.3K +527 +1%
SLA
970
Silver Lake Advisory
Utah
$1.86M -$37.3K -844 -2%
CIAS
971
Capital Investment Advisory Services
North Carolina
$1.86M +$587K +13,259 +46%
IAMOG
972
Investors Asset Management of Georgia
Georgia
$1.85M -$636K -14,365 -26%
SWM
973
Sugarloaf Wealth Management
Georgia
$1.84M -$17K -384 -0.9%
CAM
974
Cozad Asset Management
Illinois
$1.83M – – –
BWM
975
BerganKDV Wealth Management
Minnesota
$1.83M +$207K +4,668 +13%
37 38
39
40 41