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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 %
CPC
1076
Consolidated Planning Corp
Georgia
$1.81M +$1.81M +32,698 New
P
1077
Pitcairn
Pennsylvania
$1.81M -$19.4K -351 -1%
IBOK
1078
Independence Bank of Kentucky
Kentucky
$1.81M +$74.7K +1,350 +4%
SWIG
1079
Strategic Wealth Investment Group
Kentucky
$1.81M +$1.81M +32,618 New
FMW
1080
Farr Miller & Washington
District of Columbia
$1.8M – – –
CCWA
1081
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.79M +$402K +7,257 +29%
LHC
1082
Little House Capital
Massachusetts
$1.79M +$88.4K +1,597 +5%
FAIM
1083
Financial Advocates Investment Management
Washington
$1.79M +$17.8K +321 +1%
CNAM
1084
Campbell Newman Asset Management
Wisconsin
$1.78M – – –
LCM
1085
Landscape Capital Management
New Jersey
$1.77M +$1.77M +32,010 New
Lido Advisors
1086
Lido Advisors
California
$1.77M +$734K +13,261 +71%
CAM
1087
Cypress Asset Management
Texas
$1.77M -$149K -2,700 -8%
AWM
1088
Aevitas Wealth Management
Massachusetts
$1.77M +$28.9K +523 +2%
NP
1089
NorthRock Partners
Minnesota
$1.77M +$844K +15,252 +92%
FIM
1090
Fruth Investment Management
Texas
$1.76M +$25.3K +458 +1%
THWM
1091
Taylor Hoffman Wealth Management
Virginia
$1.76M -$96.7K -1,747 -5%
SBSB
1092
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.76M -$84.1K -1,519 -5%
WHG
1093
Westwood Holdings Group
Texas
$1.76M +$18.2K +329 +1%
SFO
1094
Stokes Family Office
Louisiana
$1.76M +$1.76M +31,685 New
LWAC
1095
Laurel Wealth Advisors (California)
California
$1.76M -$451K -8,141 -20%
MA
1096
Mutual Advisors
Nebraska
$1.75M -$80.6K -1,456 -4%
HCM
1097
Highlander Capital Management
New Jersey
$1.75M +$11.1K +200 +0.6%
CWP
1098
Capital Wealth Planning
Florida
$1.74M +$4.54K +82 +0.3%
ANRIA
1099
American National Registered Investment Advisor
Texas
$1.74M +$256K +4,625 +17%
ADL
1100
Asset Dedication LLC
California
$1.74M +$147K +2,646 +9%
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