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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 %
IBOK
1051
Independence Bank of Kentucky
Kentucky
$1.56M +$111K +2,507 +8%
BW
1052
Bison Wealth
Georgia
$1.55M -$111K -2,511 -7%
JCM
1053
Jag Capital Management
Missouri
$1.55M +$18.7K +423 +1%
WIC
1054
Wilkins Investment Counsel
Massachusetts
$1.55M -$78.8K -1,780 -5%
DBRC
1055
D.B. Root & Company
Pennsylvania
$1.54M +$68.9K +1,557 +5%
FDS
1056
Freedom Day Solutions
Texas
$1.54M +$205K +4,625 +15%
AP
1057
Atlas Principals
North Carolina
$1.53M +$1.53M +34,500 New
AF
1058
Arrow Financial
New York
$1.52M +$27.6K +623 +2%
MSFP
1059
Mark Sheptoff Financial Planning
Connecticut
$1.52M +$325K +7,350 +27%
WIS
1060
Wright Investors Service
Connecticut
$1.52M +$413K +9,324 +37%
BC
1061
Burney Company
Virginia
$1.52M -$27.8K -628 -2%
FAB
1062
First American Bank
Illinois
$1.51M +$2.52K +57 +0.2%
NG
1063
Northstar Group
New York
$1.5M +$37.6K +850 +3%
FIM
1064
Fruth Investment Management
Texas
$1.5M +$86.3K +1,950 +6%
WC
1065
Westhampton Capital
North Carolina
$1.5M +$18.8K +425 +1%
AA
1066
Ancora Advisors
Ohio
$1.5M -$129K -2,911 -8%
BCM
1067
Boltwood Capital Management
California
$1.49M -$2.43K -55 -0.2%
RIA
1068
Realta Investment Advisors
Delaware
$1.49M -$253K -5,712 -15%
GTCM
1069
Gyon Technologies Capital Management
New Jersey
$1.49M +$1.49M +33,597 New
BE
1070
Bonness Enterprises
District of Columbia
$1.49M – – –
CC
1071
Cedar Capital
Illinois
$1.49M -$94.2K -2,129 -6%
RGC
1072
Roberts, Glore & Co
Illinois
$1.49M – – –
PWAP
1073
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.48M +$2.19K +48 +0.1%
PFS
1074
Prospera Financial Services
Texas
$1.48M -$4.96K -112 -0.3%
CAM
1075
Cypress Asset Management
Texas
$1.48M +$69.2K +1,565 +5%
41 42
43
44 45