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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 %
IWAG
1376
Integer Wealth Advisors Group
Georgia
$801K -$31.8K -690 -4%
SFM
1377
Signet Financial Management
New Jersey
$800K +$25.8K +575 +3%
ROTUOC
1378
Regents of the University of California
California
$797K – – –
PCA
1379
Private Capital Advisors
Connecticut
$796K – – –
BCA
1380
Bay Colony Advisors
Massachusetts
$795K +$432K +9,757 +119%
PWPS
1381
Pinnacle Wealth Planning Services
Ohio
$791K +$85K +1,922 +12%
DTC
1382
Davidson Trust Company
Washington
$787K – – –
NP
1383
NorthRock Partners
Minnesota
$786K -$626K -14,135 -44%
ERIM
1384
Eagle Ridge Investment Management
Connecticut
$784K -$23K -520 -3%
JWA
1385
JFS Wealth Advisors
Pennsylvania
$781K +$28.3K +640 +4%
SP
1386
Successful Portfolios
Florida
$778K -$1.46K -33 -0.2%
WGA
1387
Weather Gauge Advisory
Virginia
$776K +$8.85K +200 +1%
NFG
1388
Next Financial Group
Texas
$774K +$64.2K +1,451 +9%
GLA
1389
Good Life Advisors
Pennsylvania
$771K +$31.4K +714 +4%
HFM
1390
Harvest Fund Management
China
$771K +$330K +7,480 +75%
IA
1391
IFG Advisors
Missouri
$771K +$349K +7,896 +83%
DK
1392
Darrell & King
Virginia
$771K +$771K +17,425 New
VPIM
1393
Vanguard Personalized Indexing Management
California
$770K +$770K +17,397 New
SSWM
1394
Smith Salley Wealth Management
North Carolina
$769K -$14K -316 -2%
SWK
1395
Stephen W. Kidder
$765K -$27.6K -625 -3%
SLT
1396
St Louis Trust
Missouri
$765K – – –
SCM
1397
Schnieders Capital Management
California
$763K – – –
DA
1398
Doliver Advisors
Texas
$762K +$34.1K +729 +5%
SCM
1399
Spreng Capital Management
Ohio
$761K -$83.5K -1,887 -10%
MCM
1400
Mainstay Capital Management
Michigan
$756K +$16.3K +386 +2%
54 55
56
57 58