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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 %
CPIA
1401
Cornell Pochily Investment Advisors
New York
$755K -$34.4K -777 -4%
BPB
1402
Badgley, Phelps & Bell
Washington
$753K -$17.6K -399 -2%
BMC
1403
Beaton Management Company
Massachusetts
$751K -$59.9K -1,355 -7%
FBC
1404
Fairfield, Bush & Co
Connecticut
$748K – – –
FMTCOCP
1405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$746K -$20.6K -465 -3%
FC
1406
Ferris Capital
Massachusetts
$746K -$10.4K -234 -1%
EWM
1407
EPG Wealth Management
Georgia
$742K +$423K +9,553 +133%
FSA
1408
Financial Sense Advisors
California
$742K +$742K +16,777 New
GC
1409
Grimes & Company
Massachusetts
$739K -$45K -1,017 -6%
LPT
1410
Legacy Private Trust
Wisconsin
$736K -$4.42K -100 -0.6%
CPIG
1411
Chicago Partners Investment Group
Illinois
$734K +$54.2K +1,128 +8%
WP
1412
WealthSource Partners
California
$730K +$49.4K +1,115 +7%
ACC
1413
Accident Compensation Corp
New Zealand
$730K +$730K +16,500 New
SRCM
1414
Swift Run Capital Management
Virginia
$729K +$729K +16,468 New
KWM
1415
Keebeck Wealth Management
Illinois
$727K +$89.1K +2,000 +14%
CF
1416
Centaurus Financial
California
$726K +$220K +4,968 +43%
GIA
1417
Gladstone Institutional Advisory
Florida
$726K +$405K +9,161 +126%
MCM
1418
Marathon Capital Management
Maryland
$725K -$2.21K -50 -0.3%
NCM
1419
Northside Capital Management
Oregon
$725K – – –
BCA
1420
Bray Capital Advisors
Florida
$724K – – –
CAW
1421
Cornerstone Advisors (Washington)
Washington
$724K +$55.7K +1,258 +8%
VWM
1422
Vigilare Wealth Management
Arizona
$724K +$724K +16,354 New
EI
1423
Ethic Inc
New York
$723K +$361K +8,158 +100%
CCG
1424
Ceeto Capital Group
Florida
$722K +$36.7K +823 +5%
HIM
1425
Hotaling Investment Management
Pennsylvania
$720K +$21.2K +480 +3%
55 56
57
58 59