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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 %
HI
1001
Hudock Inc
Pennsylvania
$1.73M -$88.3K -1,996 -5%
PCIA
1002
Prime Capital Investment Advisors
Kansas
$1.73M +$630K +15,661 +57%
PAI
1003
Pittenger & Anderson Inc
Nebraska
$1.73M – – –
HPC
1004
Hobart Private Capital
North Carolina
$1.73M +$172K +3,881 +11%
Lido Advisors
1005
Lido Advisors
California
$1.72M +$297K +6,660 +21%
DDC
1006
DF Dent & Co
Maryland
$1.72M -$10.1K -229 -0.6%
SJIM
1007
St. Johns Investment Management
Florida
$1.72M -$56.9K -1,286 -3%
FCMT
1008
Founders Capital Management (Texas)
Texas
$1.71M +$68.2K +1,540 +4%
FLPIM
1009
F.L. Putnam Investment Management
Massachusetts
$1.71M +$53.2K +1,203 +3%
KCPG
1010
Kavar Capital Partners Group
Kansas
$1.71M -$91.1K -2,058 -5%
SMC
1011
Smith, Moore & Co
Missouri
$1.7M +$14.7K +331 +0.9%
SWM
1012
SVA Wealth Management
Wisconsin
$1.7M -$235K -5,300 -12%
AFS
1013
Access Financial Services
Minnesota
$1.69M -$796 -18 -0%
CGL
1014
Clarius Group LLC
Washington
$1.69M +$81.1K +1,833 +5%
VAS
1015
Vestmark Advisory Solutions
Massachusetts
$1.69M -$112K -2,526 -6%
EB
1016
Eastern Bank
Massachusetts
$1.69M -$29.1K -658 -2%
AWA
1017
Arete Wealth Advisors
Illinois
$1.68M -$24.2K -547 -1%
TPA
1018
Trivium Point Advisory
Connecticut
$1.67M +$22.9K +478 +1%
RMSCM
1019
R.M. Sincerbeaux Capital Management
New York
$1.67M – – –
ESBC
1020
E.S. Barr & Co
Kentucky
$1.67M -$46.8K -1,058 -3%
SF
1021
Symphony Financial
Texas
$1.67M +$1.67M +37,011 New
UAS
1022
United Asset Strategies
New York
$1.66M -$49.2K -1,111 -3%
ST
1023
Smithfield Trust
Pennsylvania
$1.66M -$1.62M -36,601 -49%
CFG
1024
Capstone Financial Group
Oklahoma
$1.65M -$30.7K -694 -2%
Fisher Asset Management
1025
Fisher Asset Management
Washington
$1.65M -$1.98M -44,802 -55%
39 40
41
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