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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 %
TAM
1251
Tradition Asset Management
Virginia
$1.06M -$14.2K -320 -1%
BAM
1252
Belpointe Asset Management
Nevada
$1.05M -$307K -6,934 -23%
SWA
1253
Sutton Wealth Advisors
Florida
$1.05M +$11.8K +266 +1%
WEC
1254
Winslow Evans & Crocker
Massachusetts
$1.05M -$56.4K -1,272 -5%
BBWA
1255
Bell & Brown Wealth Advisors
California
$1.05M +$33K +723 +3%
RMC
1256
Resources Management Corp
Connecticut
$1.05M -$17.1K -387 -2%
LAIC
1257
Lederer & Associates Investment Counsel
California
$1.05M – – –
FPCG
1258
Fort Pitt Capital Group
Pennsylvania
$1.05M +$34.4K +778 +3%
MGIA
1259
Moneta Group Investment Advisors
Missouri
$1.04M -$61.6K -1,393 -6%
PCC
1260
Park Circle Company
Maryland
$1.04M – – –
SFA
1261
Souders Financial Advisors
Ohio
$1.04M +$1.04M +23,502 New
AFM
1262
Andesa Financial Management
Pennsylvania
$1.04M -$100K -2,260 -9%
PCA
1263
Providence Capital Advisors
North Carolina
$1.04M +$1M +22,611 +2,798%
CWP
1264
Capital Wealth Planning
Florida
$1.03M -$364K -8,229 -26%
VVP
1265
Venture Visionary Partners
Ohio
$1.02M – – –
ATC
1266
Adirondack Trust Company
New York
$1.02M -$2.66K -60 -0.3%
V
1267
ValueWorks
New York
$1.02M – – –
V
1268
VeraBank
Texas
$1.01M -$22.1K -500 -2%
HR
1269
Hayden Royal
North Carolina
$1.01M +$390K +8,757 +63%
KFGK
1270
Keystone Financial Group (Kentucky)
Kentucky
$1.01M +$66.6K +1,505 +7%
CAG
1271
Csenge Advisory Group
Florida
$1.01M -$51.6K -1,166 -5%
CIA
1272
CSat Investment Advisory
Michigan
$1.01M +$335K +7,566 +50%
WWM
1273
Windsor Wealth Management
Indiana
$1M +$127K +2,873 +15%
AF
1274
Alerus Financial
North Dakota
$1M +$517K +11,694 +107%
TA
1275
TCG Advisors
Texas
$999K +$2.04K +46 +0.2%
49 50
51
52 53