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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 %
RFA
1426
Reilly Financial Advisors
California
$882K +$34.4K +622 +4%
TC
1427
Truvestments Capital
Florida
$881K +$3.54K +64 +0.4%
LIM
1428
Lathrop Investment Management
Arkansas
$876K -$1.83K -33 -0.2%
KFS
1429
Kurt F. Somerville
$875K -$35.8K -647 -4%
BMCM
1430
Bryn Mawr Capital Management
Pennsylvania
$875K -$332 -6 -0%
HIM
1431
Hotaling Investment Management
Pennsylvania
$874K +$6.64K +120 +0.8%
Jones Financial Companies
1432
Jones Financial Companies
Missouri
$872K +$26.6K +480 +3%
EWF
1433
Epstein & White Financial
California
$871K -$61.7K -1,112 -7%
AOWM
1434
Alpha Omega Wealth Management
Virginia
$871K -$11.1K -200 -1%
MCWS
1435
McKinley Carter Wealth Services
West Virginia
$871K +$16.3K +294 +2%
DFA
1436
Delta Financial Advisors
Louisiana
$864K -$2.38K -43 -0.3%
MGIM
1437
M&G Investment Management
United Kingdom
$864K +$864K +15,718 New
CM
1438
Cornerstone Management
Georgia
$864K – – –
DA
1439
Doliver Advisors
Texas
$862K -$1.83K -33 -0.2%
EPWM
1440
Essex Private Wealth Management
Massachusetts
$862K +$862K +15,576 New
MPAM
1441
Murphy Pohlad Asset Management
Minnesota
$855K +$36.8K +665 +4%
HC
1442
Hendley & Co
Ohio
$854K +$92.5K +1,671 +12%
BSB
1443
Bangor Savings Bank
Maine
$852K -$15.9K -287 -2%
LC
1444
LCNB Corp
Ohio
$852K +$1.22K +22 +0.1%
FBB
1445
Fulton Breakefield Broenniman
Maryland
$851K -$61.4K -1,109 -7%
WP
1446
WealthSource Partners
California
$851K -$9.08K -164 -1%
TCA
1447
Transcend Capital Advisors
New Jersey
$851K +$851K +15,382 New
TCOO
1448
Trust Company of Oklahoma
Oklahoma
$850K +$35.9K +649 +4%
MAM
1449
Morse Asset Management
Connecticut
$850K – – –
CCG
1450
Ceeto Capital Group
Florida
$850K – – –
56 57
58
59 60