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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 %
CAM
1226
Claret Asset Management
Quebec, Canada
$1.1M -$8.41K -190 -0.8%
ESB
1227
Essex Savings Bank
Connecticut
$1.1M -$4.29K -97 -0.4%
MF
1228
Magnetar Financial
Illinois
$1.1M +$1.1M +24,868 New
CPSAC
1229
Chas P. Smith & Associates (CPS)
Florida
$1.1M +$28.6K +646 +3%
FFA
1230
First Foundation Advisors
California
$1.1M -$1.54M -34,868 -58%
CAM
1231
Close Asset Management
United Kingdom
$1.1M -$116K -2,626 -10%
GBT
1232
Grove Bank & Trust
Florida
$1.09M -$14.2K -320 -1%
IC
1233
InterOcean Capital
Illinois
$1.09M -$38.9K -878 -3%
AB
1234
Atlas Brown
Kentucky
$1.09M +$31.6K +714 +3%
RMAM
1235
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$102K +2,310 +10%
BOPW
1236
Brandywine Oak Private Wealth
Pennsylvania
$1.09M -$73.1K -1,654 -6%
AC
1237
Abbrea Capital
California
$1.09M +$13K +290 +1%
FHA
1238
Flagship Harbor Advisors
Massachusetts
$1.08M -$39.7K -897 -4%
HIC
1239
Holderness Investments Company
North Carolina
$1.08M -$53.1K -1,200 -5%
GFS
1240
GYL Financial Synergies
Connecticut
$1.08M -$43.1K -974 -4%
FPS
1241
Fieldpoint Private Securities
Connecticut
$1.07M -$54.6K -1,234 -5%
CCM
1242
Compton Capital Management
Rhode Island
$1.07M -$6.42K -145 -0.6%
CB
1243
CNB Bank
Pennsylvania
$1.07M -$72.7K -1,642 -6%
MFWM
1244
Motley Fool Wealth Management
Virginia
$1.07M +$47.3K +1,070 +5%
CBA
1245
Coastal Bridge Advisors
Connecticut
$1.07M +$11K +248 +1%
IHL
1246
Investment House LLC
California
$1.07M -$33.2K -750 -3%
MAFM
1247
Mid Atlantic Financial Management
Pennsylvania
$1.06M +$60.6K +1,369 +6%
SAIG
1248
Semper Augustus Investments Group
Colorado
$1.06M – – –
JGIA
1249
Jackson Grant Investment Advisers
Connecticut
$1.06M -$37.2K -840 -3%
BCP
1250
Blackhawk Capital Partners
Wisconsin
$1.06M +$74.3K +1,342 +8%
48 49
50
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