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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 %
FNBOMD
1201
First National Bank of Mount Dora
Florida
$1.15M -$43K -971 -4%
BWAM
1202
Boyd Watterson Asset Management
Ohio
$1.15M -$4.43K -100 -0.4%
DI
1203
Diligent Investors
California
$1.15M -$105K -2,377 -8%
CCA
1204
Cobblestone Capital Advisors
New York
$1.14M -$14.2K -320 -1%
NSB
1205
Norway Savings Bank
Maine
$1.14M -$15.7K -355 -1%
BO
1206
Bank OZK
Arkansas
$1.14M -$21.7K -490 -2%
THWM
1207
Taylor Hoffman Wealth Management
Virginia
$1.14M -$274K -6,192 -19%
Bank Julius Baer & Co
1208
Bank Julius Baer & Co
Switzerland
$1.14M +$1.14M +25,673 New
CS
1209
Comerica Securities
Michigan
$1.14M -$124K -2,789 -10%
BP
1210
Ballentine Partners
Massachusetts
$1.13M -$165K -3,726 -13%
IAIM
1211
International Assets Investment Management
Florida
$1.13M +$1.13M +25,441 New
PWSG
1212
Pacific Wealth Strategies Group
California
$1.13M -$38.6K -872 -3%
BJL
1213
Brighton Jones LLC
Washington
$1.12M +$19.1K +432 +2%
OIA
1214
OneDigital Investment Advisors
Kansas
$1.12M -$833K -18,857 -43%
VIA
1215
Vident Investment Advisory
Georgia
$1.12M -$14.4K -325 -1%
CFFP
1216
Center for Financial Planning
Michigan
$1.12M +$37.1K +839 +3%
LOPW
1217
Live Oak Private Wealth
North Carolina
$1.12M +$1.12M +25,196 New
LCM
1218
LVM Capital Management
Michigan
$1.11M – – –
PFA
1219
Paradigm Financial Advisors
Missouri
$1.11M -$180K -4,067 -14%
SWM
1220
Segment Wealth Management
Texas
$1.11M -$350K -7,907 -24%
DI
1221
DFPG Investments
Utah
$1.11M +$77.3K +1,623 +7%
VLKIM
1222
Van Lanschot Kempen Investment Management
Netherlands
$1.11M +$7.22K +163 +0.7%
BOC
1223
Barbara Oil Co
Illinois
$1.11M – – –
HSA
1224
Hussman Strategic Advisors
Maryland
$1.11M +$1.11M +25,000 New
WCM
1225
Whitener Capital Management
North Carolina
$1.1M -$74.3K -1,680 -6%
47 48
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