KO icon

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 %
MF
1151
Manchester Financial
California
$1.26M -$335K -7,571 -21%
RM
1152
Resource Management
Louisiana
$1.26M -$31.2K -706 -2%
MJRIC
1153
Mogy Joel R Investment Counsel
California
$1.26M – – –
SFA
1154
Stewardship Financial Advisors
Georgia
$1.26M -$190K -4,300 -13%
Dodge & Cox
1155
Dodge & Cox
California
$1.26M – – –
CIG
1156
Cairn Investment Group
Washington
$1.26M -$55.3K -1,250 -4%
WA
1157
Waverly Advisors
Alabama
$1.26M +$69.1K +1,562 +6%
LWAC
1158
Laurel Wealth Advisors (California)
California
$1.25M -$154K -3,486 -11%
B
1159
Brightworth
Georgia
$1.25M +$76.9K +1,739 +7%
AHC
1160
Adell Harriman & Carpenter
Texas
$1.25M -$111K -2,500 -8%
CWM
1161
Chesapeake Wealth Management
Virginia
$1.25M +$35.8K +809 +3%
YWP
1162
YorkBridge Wealth Partners
New York
$1.25M +$31.9K +721 +3%
EF
1163
Exeter Financial
Arizona
$1.25M -$7.3K -165 -0.6%
MMG
1164
Monetary Management Group
Missouri
$1.25M -$37.6K -850 -3%
AIA
1165
AIMZ Investment Advisors
California
$1.25M – – –
CPA
1166
Court Place Advisors
Maryland
$1.24M +$182K +4,125 +17%
Loomis, Sayles & Company
1167
Loomis, Sayles & Company
Massachusetts
$1.24M -$909M -20,533,078 -100%
SNBOSCI
1168
Security National Bank of Sioux City Iowa
Iowa
$1.24M +$120K +2,702 +11%
FMC
1169
First Merchants Corp
Indiana
$1.23M -$19.2K -434 -2%
Edgewood Management
1170
Edgewood Management
Connecticut
$1.23M – – –
TAM
1171
Taurus Asset Management
New York
$1.22M +$5.93K +134 +0.5%
OBGC
1172
O'Brien Greene & Co
Pennsylvania
$1.22M -$17.7K -400 -1%
HIP
1173
Harrell Investment Partners
Texas
$1.22M +$17.7K +400 +1%
SHWM
1174
Smith & Howard Wealth Management
Georgia
$1.22M -$2.56M -57,964 -68%
QI
1175
Qtron Investments
Massachusetts
$1.22M +$422K +9,534 +53%
45 46
47
48 49