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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 %
AIL
976
AGF Investments LLC
Ontario, Canada
$1.82M -$159K -3,600 -8%
MIA
977
MainStreet Investment Advisors
Illinois
$1.82M +$1.21M +27,345 +198%
BFA
978
Beaumont Financial Advisors
Massachusetts
$1.82M -$39.4K -890 -2%
AWM
979
Altium Wealth Management
New York
$1.82M +$157K +3,558 +9%
MCG
980
MACRO Consulting Group
New Jersey
$1.81M +$270K +6,044 +17%
CIP
981
Convergence Investment Partners
Florida
$1.81M +$619K +13,981 +52%
FNFDCM
982
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.81M -$44.2K -1,000 -2%
OPPTF
983
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.81M +$1.81M +41,973 New
TC
984
Telemus Capital
Michigan
$1.81M +$345K +7,400 +24%
JWM
985
Jackson Wealth Management
Florida
$1.8M -$587K -12,892 -25%
WAM
986
Weatherly Asset Management
California
$1.8M +$412K +9,311 +30%
PIA
987
Perennial Investment Advisors
California
$1.8M +$25.2K +570 +1%
MNBTD
988
Moody National Bank Trust Division
Texas
$1.79M +$80.9K +1,829 +5%
BIM
989
Bridges Investment Management
Nebraska
$1.79M -$253K -5,713 -12%
AT
990
Arden Trust
Delaware
$1.77M +$13.8K +313 +0.8%
P
991
Pitcairn
Pennsylvania
$1.77M +$319K +7,214 +22%
ACS
992
Archford Capital Strategies
Illinois
$1.76M -$6.55K -148 -0.4%
PAM
993
Palisade Asset Management
Minnesota
$1.75M – – –
CHJWM
994
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.75M +$103K +2,186 +6%
DTL
995
Dynamic Technology Lab
Singapore
$1.75M +$1.75M +39,540 New
SWM
996
SeaCrest Wealth Management
New York
$1.75M +$35K +790 +2%
AMG
997
Advisors Management Group
Wisconsin
$1.74M +$18.9K +427 +1%
RIM
998
Regent Investment Management
Kentucky
$1.74M – – –
ICP
999
Ironvine Capital Partners
Nebraska
$1.74M +$265K +5,995 +18%
IC
1000
Inscription Capital
Texas
$1.73M -$57.4K -1,286 -3%
38 39
40
41 42