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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 %
PWM
1076
Perigon Wealth Management
California
$1.48M +$324K +6,609 +28%
PM
1077
Parametrica Management
Hong Kong
$1.47M +$1.47M +33,145 New
LS
1078
Leelyn Smith
Illinois
$1.46M +$162K +3,664 +12%
APG
1079
Abacus Planning Group
South Carolina
$1.46M -$3.14K -71 -0.2%
PP
1080
Pegasus Partners
Wisconsin
$1.46M +$97.9K +2,212 +7%
CG
1081
Caprock Group
Idaho
$1.46M +$221K +4,954 +18%
JG
1082
Jefferies Group
New York
$1.45M +$435K +9,824 +43%
GWMIA
1083
Global Wealth Management Investment Advisory
Florida
$1.45M +$267K +6,041 +23%
FPFS
1084
First Personal Financial Services
North Carolina
$1.45M -$88.5K -2,000 -6%
BB
1085
Busey Bank
Illinois
$1.45M – – –
WIC
1086
Woodmont Investment Counsel
Tennessee
$1.45M +$94.5K +2,137 +7%
AWM
1087
Aevitas Wealth Management
Massachusetts
$1.45M +$33.2K +750 +2%
KFC
1088
Klingenstein Fields & Co
New York
$1.45M -$63.1K -1,427 -4%
FA
1089
FCG Advisors
New Jersey
$1.45M -$2.57K -58 -0.2%
NAM
1090
NorthCoast Asset Management
Connecticut
$1.44M +$1.13M +25,442 +357%
Fiera Capital (Canada)
1091
Fiera Capital (Canada)
Quebec, Canada
$1.44M -$108K -2,453 -7%
PIM
1092
Penobscot Investment Management
Massachusetts
$1.44M -$25.7K -580 -2%
SBSB
1093
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.44M +$26.9K +608 +2%
CAL
1094
Capital Analysts LLC
Pennsylvania
$1.44M +$56K +1,265 +4%
FMW
1095
Farr Miller & Washington
District of Columbia
$1.43M -$8.85K -200 -0.6%
LNB
1096
Ledyard National Bank
$1.43M -$24.5K -553 -2%
GCM
1097
Gladius Capital Management
Illinois
$1.42M +$1.42M +32,096 New
CNAM
1098
Campbell Newman Asset Management
Wisconsin
$1.42M – – –
TYCC
1099
Texas Yale Capital Corp
Florida
$1.42M -$58.9K -1,330 -4%
AMC
1100
Asset Management Corp
Illinois
$1.42M +$60.3K +1,363 +4%
42 43
44
45 46