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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 %
ACM
1326
Ashford Capital Management
Delaware
$917K -$11.7K -265 -1%
NCM
1327
Novare Capital Management
North Carolina
$905K – – –
GPA
1328
Garrison Point Advisors
California
$904K -$24.3K -550 -3%
AAM
1329
Ascension Asset Management
New York
$900K +$4.42K +100 +0.5%
PIM
1330
Provident Investment Management
Michigan
$899K +$13.8K +311 +2%
JIC
1331
Joel Isaacson & Co
New York
$898K -$7.35K -166 -0.8%
OPS
1332
Orion Portfolio Solutions
Nebraska
$897K -$252K -5,704 -22%
BCMO
1333
Buckingham Capital Management (Ohio)
Ohio
$895K -$748K -16,887 -46%
CT
1334
Chicago Trust
Illinois
$893K +$13.5K +306 +2%
WSC
1335
Wellington Shields & Co
New York
$891K +$8.86K +200 +1%
NAM
1336
Nexpoint Asset Management
Texas
$885K -$133K -3,000 -13%
GSBTD
1337
Glenview State Bank Trust Department
Illinois
$885K -$17.7K -400 -2%
IIC
1338
Ironwood Investment Counsel
Arizona
$885K +$5.31K +120 +0.6%
IP
1339
Investment Partners
Ohio
$877K -$11.6K -262 -1%
MAM
1340
Mastrapasqua Asset Management
Tennessee
$874K +$57.6K +1,300 +7%
GSC
1341
G&S Capital
Colorado
$872K +$31K +700 +4%
DCM
1342
Davis Capital Management
Florida
$871K +$871K +19,684 New
KA
1343
Kovack Advisors
Florida
$870K +$10.4K +236 +1%
FFBTD
1344
First Financial Bank - Trust Division
Ohio
$866K +$9.64K +218 +1%
SFA
1345
Sequoia Financial Advisors
Ohio
$865K -$35.4K -799 -4%
PFBT
1346
Parkside Financial Bank & Trust
Missouri
$860K +$26.9K +609 +3%
LSV Asset Management
1347
LSV Asset Management
Illinois
$858K – – –
DI
1348
DAGCO Inc
Ohio
$852K -$13.3K -300 -2%
BCM
1349
Blume Capital Management
California
$849K – – –
KMWM
1350
Keudell/Morrison Wealth Management
Oregon
$849K +$75.2K +1,701 +10%
52 53
54
55 56