KO icon

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 %
GLA
1401
Good Life Advisors
Pennsylvania
$931K +$35.8K +647 +4%
SKK
1402
Shepherd Kaplan Krochuk
Massachusetts
$929K – – –
LPT
1403
Legacy Private Trust
Wisconsin
$927K +$30.3K +548 +3%
KOMWMG
1404
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$924K +$924K +16,697 New
PHS
1405
Pekin Hardy Strauss
Illinois
$920K – – –
MWP
1406
MYCIO Wealth Partners
Pennsylvania
$917K +$109K +1,960 +13%
BG
1407
Berry Group
Massachusetts
$916K +$916K +16,544 New
MCM
1408
Marathon Capital Management
Maryland
$910K +$315K +5,688 +53%
CAAS
1409
Capital Asset Advisory Services
Michigan
$908K +$908K +15,235 New
NCM
1410
Northside Capital Management
Oregon
$907K – – –
BCA
1411
Bray Capital Advisors
Florida
$906K – – –
MFG
1412
Menard Financial Group
Texas
$905K +$905K +16,345 New
WA
1413
Wealth Alliance
New York
$904K +$904K +16,328 New
NCM
1414
Next Capital Management
New York
$898K -$19.4K -350 -2%
LKIM
1415
Lawson Kroeker Investment Management
Nebraska
$897K -$99.6K -1,800 -10%
SFSG
1416
Stearns Financial Services Group
North Carolina
$897K -$2.55K -46 -0.3%
ECM
1417
EagleClaw Capital Management
Massachusetts
$897K – – –
JIP
1418
Jaffetilchin Investment Partners
Florida
$896K +$2.38K +43 +0.3%
BC
1419
Burleson & Co
California
$895K +$115 +2 +0%
MCM
1420
Maryland Capital Management
Maryland
$892K -$11K -199 -1%
CQS
1421
Credential Qtrade Securities
$891K +$4.59K +83 +0.5%
CAM
1422
Carret Asset Management
New York
$889K +$18.6K +336 +2%
NFG
1423
Next Financial Group
Texas
$887K -$182K -3,292 -17%
FFN
1424
Focus Financial Network
Minnesota
$883K +$203K +3,672 +30%
PWPS
1425
Pinnacle Wealth Planning Services
Ohio
$883K +$102K +1,839 +13%
55 56
57
58 59