KO icon

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 %
NCM
1426
Next Capital Management
New York
$718K – – –
OFG
1427
OmniStar Financial Group
North Carolina
$717K -$27.3K -617 -4%
BG
1428
Berry Group
Massachusetts
$717K -$15.5K -351 -2%
LKIM
1429
Lawson Kroeker Investment Management
Nebraska
$717K – – –
BC
1430
Burleson & Co
California
$717K +$138 +3 +0%
BWL
1431
Bogart Wealth LLC
Virginia
$715K +$52.8K +1,193 +8%
CWP
1432
CFM Wealth Partners
Texas
$714K +$89.1K +2,014 +14%
RFA
1433
Reilly Financial Advisors
California
$712K +$7.12K +161 +1%
TC
1434
Toews Corporation
New Jersey
$712K +$712K +16,100 New
GDP
1435
Great Diamond Partners
Maine
$709K -$160K -3,619 -18%
JJ
1436
JDC-JSC
New York
$708K +$708K +16,000 New
TAIM
1437
TD Ameritrade Investment Management
Nebraska
$707K -$82.9K -1,875 -10%
AWM
1438
Adams Wealth Management
Utah
$706K +$80.1K +1,810 +13%
HB
1439
Horizon Bancorp
Indiana
$705K -$113K -2,544 -14%
ECM
1440
EagleClaw Capital Management
Massachusetts
$705K -$11K -250 -2%
CIC
1441
Cornercap Investment Counsel
Georgia
$705K +$37.7K +853 +6%
FC
1442
Forte Capital
New York
$701K +$43.2K +977 +7%
CCM
1443
Carlson Capital Management
Minnesota
$701K +$302K +6,643 +76%
LIM
1444
Lathrop Investment Management
Arkansas
$700K – – –
FBB
1445
Fulton Breakefield Broenniman
Maryland
$700K +$19.5K +440 +3%
BMCM
1446
Bryn Mawr Capital Management
Pennsylvania
$698K -$1.19K -27 -0.2%
JDR
1447
Jay D. Rosenbaum
$698K +$23.1K +522 +3%
CQS
1448
Credential Qtrade Securities
$697K -$14.9K -337 -2%
EPWM
1449
Essex Private Wealth Management
Massachusetts
$697K +$8.09K +183 +1%
TB
1450
Terril Brothers
Missouri
$697K +$301K +6,800 +76%
56 57
58
59 60