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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 %
OWP
1176
Obermeyer Wealth Partners
Colorado
$1.21M -$14.6K -331 -1%
IIA
1177
ICW Investment Advisors
Arizona
$1.21M +$22.6K +510 +2%
OPTFSNA
1178
Old Point Trust & Financial Services N A
Virginia
$1.2M -$61.9K -1,400 -5%
IEFM
1179
IQ EQ Fund Management
Ireland
$1.2M +$554K +12,515 +85%
SP
1180
SWS Partners
Ohio
$1.2M +$1.2M +27,156 New
WB
1181
Webster Bank
Connecticut
$1.2M -$12.6K -284 -1%
EH
1182
Employers Holdings
Nevada
$1.18M +$201K +4,530 +20%
FIM
1183
Frontier Investment Management
Texas
$1.18M -$280K -6,319 -19%
FWCM
1184
Ferguson Wellman Capital Management
Oregon
$1.18M -$13.3K -300 -1%
DCM
1185
Donaldson Capital Management
Indiana
$1.17M +$188K +4,247 +19%
PWA
1186
Providence Wealth Advisors
Illinois
$1.17M +$15.7K +360 +1%
DC
1187
DeDora Capital
California
$1.16M -$12.3K -278 -1%
FBFS
1188
First Business Financial Services
Wisconsin
$1.16M -$449K -10,137 -28%
LOAMS
1189
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M -$1.55K -35 -0.1%
HIM
1190
HawsGoodwin Investment Management
Tennessee
$1.16M -$131K -2,954 -10%
KTC
1191
Kistler-Tiffany Companies
Pennsylvania
$1.16M – – –
MCM
1192
McMillion Capital Management
North Carolina
$1.16M -$18.4K -415 -2%
FWP
1193
FAS Wealth Partners
Kansas
$1.16M +$284K +6,416 +32%
CC
1194
Cognios Capital
Kansas
$1.16M -$90.8K -2,054 -7%
SIG
1195
Sargent Investment Group
Maryland
$1.16M -$33.2K -750 -3%
SNBOSD
1196
Security National Bank of So Dak
Iowa
$1.16M -$121K -2,730 -9%
B
1197
Bridgeworth
Alabama
$1.16M +$31.8K +718 +3%
ICOM
1198
Investment Counselors of Maryland
Maryland
$1.15M -$170K -3,843 -13%
CAC
1199
Certified Advisory Corp
Florida
$1.15M -$31.1K -702 -3%
CAAS
1200
Capital Asset Advisory Services
Michigan
$1.15M +$479K +10,907 +72%
46 47
48
49 50