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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 %
CAM
1026
Cacti Asset Management
Georgia
$1.65M -$272K -6,050 -14%
FNT
1027
First National Trust
Pennsylvania
$1.64M +$102K +2,314 +7%
GFA
1028
Gifford Fong Associates
California
$1.64M – – –
RCM
1029
RB Capital Management
Nevada
$1.63M +$1.36M +30,902 +500%
Verition Fund Management
1030
Verition Fund Management
Connecticut
$1.63M +$1.36M +30,841 +516%
NFC
1031
Northeast Financial Consultants
Connecticut
$1.63M – – –
BFEC
1032
Benjamin F. Edwards & Company
Missouri
$1.62M -$43.7K -988 -3%
PT
1033
Plimoth Trust
Massachusetts
$1.62M -$302K -6,820 -16%
GRP
1034
Global Retirement Partners
California
$1.61M -$484K -10,945 -23%
SM
1035
Sciencast Management
New Jersey
$1.6M +$1.6M +36,520 New
SIM
1036
Spark Investment Management
New York
$1.6M -$7.56M -171,000 -83%
TIM
1037
Thompson Investment Management
Wisconsin
$1.6M -$38.4K -868 -2%
TG
1038
TCW Group
California
$1.6M +$36.4K +824 +2%
MCM
1039
Mengis Capital Management
Oregon
$1.59M -$4.16K -94 -0.3%
TPWA
1040
TRUE Private Wealth Advisors
Oregon
$1.59M +$911K +20,427 +134%
BS
1041
Boenning & Scattergood
Pennsylvania
$1.59M -$48.7K -1,101 -3%
LPIC
1042
LeJeune Puetz Investment Counsel
Michigan
$1.59M -$7.17K -162 -0.5%
JHCP
1043
Jackson Hole Capital Partners
Oklahoma
$1.59M +$107K +2,418 +7%
SWIG
1044
Strategic Wealth Investment Group
Kentucky
$1.58M +$140K +3,173 +10%
LJAC
1045
L.J. Altfest & Co
New York
$1.58M +$685K +15,494 +76%
FAIM
1046
Financial Advocates Investment Management
Washington
$1.58M +$155K +3,497 +11%
F
1047
F3Logic
Minnesota
$1.58M -$20K -445 -1%
TGAM
1048
TBH Global Asset Management
Tennessee
$1.57M +$137K +2,963 +10%
IWC
1049
Integrated Wealth Concepts
Massachusetts
$1.57M +$23.3K +527 +2%
CCT
1050
Country Club Trust
Missouri
$1.56M +$8.91K +198 +0.6%
40 41
42
43 44