KO icon

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 %
KS
1301
Karpas Strategies
Connecticut
$960K – – –
TA
1302
TFG Advisers
Michigan
$956K +$3.32K +75 +0.3%
CBTWT
1303
Community Bank & Trust (Waco, Texas)
Texas
$955K -$6.46K -146 -0.7%
ECM
1304
Evergreen Capital Management
Washington
$955K +$7.57K +171 +0.8%
WCM
1305
Windsor Capital Management
Arizona
$952K -$61.8K -1,396 -6%
RMCM
1306
Reynders McVeigh Capital Management
Massachusetts
$952K -$12.5K -283 -1%
BFC
1307
Blue Fin Capital
Rhode Island
$951K -$16.1K -363 -2%
WA
1308
WealthTrust Axiom
Pennsylvania
$949K -$166K -3,750 -15%
DJSG
1309
D.J. St. Germain
Massachusetts
$946K +$32.3K +731 +4%
AAM
1310
Augustine Asset Management
Florida
$943K -$1.33K -30 -0.1%
MSA
1311
Marino Stram & Associates
Massachusetts
$940K +$113K +2,557 +14%
EFS
1312
Essex Financial Services
Connecticut
$935K +$104K +2,359 +13%
PH
1313
Pinnacle Holdings
Oklahoma
$934K +$57.1K +1,290 +7%
BFO
1314
Biltmore Family Office
North Carolina
$934K -$115K -2,566 -11%
KOMWMG
1315
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$933K +$194K +4,397 +26%
LA
1316
LexAurum Advisors
Kansas
$933K +$255K +5,769 +38%
HCM
1317
Hall Capital Management
Rhode Island
$926K -$13.3K -300 -1%
ADL
1318
Asset Dedication LLC
California
$925K -$473K -10,638 -34%
SAM
1319
Summit Asset Management
Tennessee
$925K +$11.5K +260 +1%
DWT
1320
Dorsey & Whitney Trust
South Dakota
$925K +$24.5K +554 +3%
1SB
1321
1ST Source Bank
Indiana
$924K +$22.1K +500 +2%
CFMC
1322
Curbstone Financial Management Corp
New Hampshire
$923K -$28.8K -650 -3%
SCP
1323
Sandhill Capital Partners
New York
$923K +$5.58K +126 +0.6%
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$23.5K -531 -2%
IDBONY
1325
Israel Discount Bank of New York
New York
$922K +$86.3K +1,951 +10%
51 52
53
54 55