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Coca-Cola
KO

Overview Fund Activity

2,292 hedge funds and large institutions have $164B invested in Coca-Cola in 2019 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 867 increasing their positions, 838 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
+177
Holders Change %
+8.37%
% of All Funds
45.26%
Holding in Top 10
102
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-6.42%
% of All Funds
2.01%
New
273
Increased
867
Reduced
838
Closed
73
Calls
$1.4B
Puts
$1.34B
Net Calls
+$57M
Net Calls Change
-$251M

Top Buyers

1
Truist Financial
Truist Financial
North Carolina
+$1.08B
2
BlackRock
BlackRock
New York
+$293M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$281M
4
Barclays
Barclays
United Kingdom
+$255M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$245M

Top Sellers

1
AIG
American International Group
New York
-$382M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$329M
3
GQG Partners
GQG Partners
Florida
-$216M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$216M
5
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$153M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
1376
Cornell Pochily Investment Advisors
New York
$987K -$25.6K -462 -3%
DTC
1377
Davidson Trust Company
Washington
$984K +$984K +17,797 New
PFO
1378
Pathstone Family Office
New Jersey
$983K +$38.2K +69 +4%
GC
1379
Grimes & Company
Massachusetts
$980K +$97.7K +1,765 +11%
MMPW
1380
Mitchell McLeod Pugh & Williams
Alabama
$979K +$29.1K +526 +3%
SSWM
1381
Smith Salley Wealth Management
North Carolina
$978K +$4.59K +83 +0.5%
Walleye Trading
1382
Walleye Trading
New York
$977K +$977K +17,660 New
SP
1383
Successful Portfolios
Florida
$975K – – –
BCP
1384
Blackhawk Capital Partners
Wisconsin
$971K – – –
KMWM
1385
Keudell/Morrison Wealth Management
Oregon
$968K -$57K -1,030 -6%
MCM
1386
Mainstay Capital Management
Michigan
$968K – – –
BPB
1387
Badgley, Phelps & Bell
Washington
$964K +$2.32K +42 +0.2%
WGA
1388
Weather Gauge Advisory
Virginia
$960K +$1.22K +22 +0.1%
FMTCOCP
1389
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$959K -$66.4K -1,200 -6%
SFM
1390
Signet Financial Management
New Jersey
$957K +$22K +398 +2%
SLT
1391
St Louis Trust
Missouri
$956K – – –
SCM
1392
Schnieders Capital Management
California
$955K -$23.5K -425 -2%
FC
1393
Ferris Capital
Massachusetts
$946K +$1.94K +35 +0.2%
JFA
1394
JNBA Financial Advisors
Minnesota
$945K +$9.08K +164 +1%
CL
1395
Choreo LLC
Illinois
$942K -$292K -5,270 -24%
JWA
1396
JFS Wealth Advisors
Pennsylvania
$942K +$15.9K +288 +2%
FBC
1397
Fairfield, Bush & Co
Connecticut
$936K – – –
CCM
1398
Crabel Capital Management
California
$935K +$195K +3,518 +26%
OFG
1399
OmniStar Financial Group
North Carolina
$932K +$16.9K +306 +2%
MAM
1400
Meeder Asset Management
Ohio
$931K +$15K +271 +2%
54 55
56
57 58