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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 %
HWA
1276
Heritage Wealth Advisors
Virginia
$996K -$74.6K -1,685 -7%
MC
1277
Martin & Co
Tennessee
$993K +$39.8K +899 +4%
PB
1278
Pinnacle Bancorp
Nebraska
$992K -$4.42K -100 -0.4%
PAM
1279
Premier Asset Management
Illinois
$992K +$410K +9,275 +71%
JCM
1280
Janney Capital Management
Pennsylvania
$991K +$3.32K +75 +0.3%
BAM
1281
Brave Asset Management
New Jersey
$990K -$25.2K -569 -2%
CT
1282
Coastline Trust
Rhode Island
$990K +$148K +3,350 +18%
WI
1283
WrapManager Inc
California
$987K -$46K -1,040 -4%
BBP
1284
Banco BTG Pactual
Brazil
$985K +$32.3K +731 +3%
VWA
1285
V Wealth Advisors
Kansas
$984K +$348K +7,871 +55%
EF
1286
Empirical Finance
Pennsylvania
$984K +$354K +7,994 +56%
WP
1287
WealthShield Partners
North Carolina
$982K -$173K -3,911 -15%
PCA
1288
Peddock Capital Advisors
Massachusetts
$982K – – –
CRC
1289
Curi RMB Capital
Illinois
$982K +$54.9K +1,241 +6%
SSA
1290
South Street Advisors
New York
$980K +$785K +17,740 +403%
AP
1291
Appleton Partners
Massachusetts
$979K -$10.6K -240 -1%
KFS
1292
Kurt F. Somerville
$978K +$279K +6,300 +40%
SIA
1293
Soltis Investment Advisors
Utah
$977K +$319K +7,211 +49%
RCAG
1294
Rehmann Capital Advisory Group
Michigan
$976K +$976K +22,048 New
ZCA
1295
Zeke Capital Advisors
Pennsylvania
$975K -$309K -6,980 -24%
AP
1296
Advisors Preferred
Maryland
$972K -$136K -3,064 -12%
ST
1297
Spinnaker Trust
Maine
$972K – – –
FIM
1298
Freedom Investment Management
Connecticut
$968K +$110K +1,863 +13%
LTI
1299
Laffer Tengler Investments
Tennessee
$966K +$105K +2,373 +12%
DAM
1300
Delta Asset Management
Tennessee
$963K -$28.5K -644 -3%
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