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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 %
AAM
1126
Azzad Asset Management
Virginia
$1.35M -$1.94M -43,933 -59%
TMAM
1127
Tokio Marine Asset Management
Japan
$1.35M -$467K -10,563 -26%
AF
1128
Aldebaran Financial
$1.35M -$19K -430 -1%
MA
1129
Mutual Advisors
Nebraska
$1.34M -$55.6K -1,257 -4%
FRA
1130
Front Row Advisors
California
$1.34M +$4.64K +101 +0.3%
CNC
1131
Citizens & Northern Corp
Pennsylvania
$1.34M +$53.7K +1,213 +4%
JSL
1132
JT Stratford LLC
Georgia
$1.34M +$338K +7,639 +34%
VNIM
1133
Vaughan Nelson Investment Management
Texas
$1.33M – – –
AF
1134
Advisornet Financial
Minnesota
$1.33M +$34.5K +779 +3%
IB
1135
Intrust Bank
Kansas
$1.31M +$3.85K +87 +0.3%
MWM
1136
Minot Wealth Management
Massachusetts
$1.31M +$149K +3,367 +13%
AWA
1137
ARS Wealth Advisors
Florida
$1.31M -$30.9K -699 -2%
RMDI
1138
R.M. Davis Inc
Maine
$1.3M +$221K +5,002 +21%
SFP
1139
Shepherd Financial Partners
Massachusetts
$1.3M +$1.3M +29,401 New
DIA
1140
Dana Investment Advisors
Wisconsin
$1.3M +$148K +3,352 +13%
SS
1141
Sunbelt Securities
Texas
$1.3M -$9.88M -185,664 -88%
HFBOT
1142
Home Federal Bank of Tennessee
Tennessee
$1.3M -$2.66K -60 -0.2%
LRPA
1143
L. Roy Papp & Associates
Arizona
$1.29M -$1.77K -40 -0.1%
Koshinski Asset Management
1144
Koshinski Asset Management
Illinois
$1.29M +$83.7K +1,892 +7%
AMIM
1145
Aull & Monroe Investment Management
Alabama
$1.29M – – –
EGA
1146
Eagle Global Advisors
Texas
$1.28M -$2.21K -50 -0.2%
BCM
1147
BTR Capital Management
California
$1.28M +$133K +3,017 +12%
MM
1148
Meridian Management
Arkansas
$1.28M – – –
FSA
1149
Franklin Street Advisors
North Carolina
$1.27M -$179K -4,039 -12%
AIC
1150
Ameritas Investment Company
Nebraska
$1.27M +$607K +13,745 +92%
44 45
46
47 48