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Coca-Cola
KO

Overview Fund Activity

2,292 hedge funds and large institutions have $164B invested in Coca-Cola in 2019 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 867 increasing their positions, 838 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+177
Holders Change %
+8.37%
% of All Funds
45.26%
Holding in Top 10
102
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.42%
% of All Funds
2.01%
New
273
Increased
867
Reduced
838
Closed
73
Calls
$1.4B
Puts
$1.34B
Net Calls
+$57M
Net Calls Change
-$251M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.08B
2
BlackRock
BlackRock
New York
+$293M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$281M
4
Barclays
Barclays
United Kingdom
+$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$245M

Top Sellers

1
AIG
American International Group
New York
-$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
3
GQG Partners
GQG Partners
Florida
-$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$216M
5
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
1001
Benjamin F. Edwards & Company
Missouri
$2.08M +$210K +3,791 +11%
BRWM
1002
B. Riley Wealth Management
Tennessee
$2.08M +$899K +16,245 +76%
AWM
1003
Altium Wealth Management
New York
$2.08M +$22.6K +409 +1%
FLPIM
1004
F.L. Putnam Investment Management
Massachusetts
$2.08M +$387K +6,996 +23%
LSA
1005
L & S Advisors
California
$2.07M -$1.48M -26,741 -42%
BW
1006
Bison Wealth
Georgia
$2.07M +$18.6K +339 +0.9%
CGL
1007
Clarius Group LLC
Washington
$2.06M +$92.3K +1,627 +5%
FCMT
1008
Founders Capital Management (Texas)
Texas
$2.06M -$10.9K -197 -0.5%
BCMO
1009
Buckingham Capital Management (Ohio)
Ohio
$2.05M -$62.8K -1,135 -3%
GFA
1010
Gifford Fong Associates
California
$2.05M – – –
TIM
1011
Thompson Investment Management
Wisconsin
$2.05M -$8.8K -159 -0.4%
BS
1012
Boenning & Scattergood
Pennsylvania
$2.04M +$216K +3,910 +12%
Squarepoint
1013
Squarepoint
New York
$2.04M -$57.5M -1,038,914 -97%
NFC
1014
Northeast Financial Consultants
Connecticut
$2.03M -$92.7K -1,674 -4%
WIC
1015
Wilkins Investment Counsel
Massachusetts
$2.03M -$19.4K -350 -0.9%
AA
1016
Ancora Advisors
Ohio
$2.03M -$23.8K -430 -1%
BWM
1017
BerganKDV Wealth Management
Minnesota
$2.03M +$609 +11 +0%
S
1018
Surevest
California
$2.02M +$514K +9,276 +34%
FBFS
1019
First Business Financial Services
Wisconsin
$2.01M – – –
CHJWM
1020
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.01M -$81.1K -1,412 -4%
LA
1021
Lau Associates
Delaware
$2.01M -$7.42K -134 -0.4%
MF
1022
Manchester Financial
California
$2M -$68.7K -1,242 -3%
MCM
1023
Mengis Capital Management
Oregon
$2M -$27.5K -497 -1%
LPIC
1024
LeJeune Puetz Investment Counsel
Michigan
$1.99M -$44.3K -800 -2%
RPC
1025
Rossmore Private Capital
Connecticut
$1.99M -$2.33K -42 -0.1%
39 40
41
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