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 %
LC
1451
LCNB Corp
Ohio
$693K +$11.9K +270 +2%
NSAM
1452
North Star Asset Management
Wisconsin
$692K -$224K -5,065 -24%
AFP
1453
Ausdal Financial Partners
Iowa
$691K +$206K +4,434 +43%
CM
1454
Cornerstone Management
Georgia
$691K – – –
JIP
1455
Jaffetilchin Investment Partners
Florida
$690K -$25.9K -586 -4%
AOWM
1456
Alpha Omega Wealth Management
Virginia
$690K -$6.64K -150 -1%
Rafferty Asset Management
1457
Rafferty Asset Management
New York
$686K -$1.49M -33,746 -69%
MCM
1458
Maryland Capital Management
Maryland
$685K -$27.8K -629 -4%
JA
1459
JOYN Advisors
Georgia
$684K +$212K +4,796 +45%
MPAM
1460
Murphy Pohlad Asset Management
Minnesota
$683K -$796 -18 -0.1%
HC
1461
Hendley & Co
Ohio
$683K – – –
MAM
1462
Morse Asset Management
Connecticut
$680K – – –
TCOO
1463
Trust Company of Oklahoma
Oklahoma
$680K – – –
OMC
1464
Overbrook Management Corp
New York
$678K – – –
ANI
1465
American National Insurance
Texas
$677K – – –
IWS
1466
Insight Wealth Strategies
California
$676K -$196K -4,426 -22%
PP
1467
PagnatoKarp Partners
Virginia
$676K +$102K +2,280 +18%
BCM
1468
Brooktree Capital Management
Michigan
$674K -$1.06M -23,973 -61%
SFSG
1469
Stearns Financial Services Group
North Carolina
$674K -$42.9K -970 -6%
UAM
1470
UAS Asset Management
New York
$668K -$148K -3,350 -18%
TW
1471
TrinityPoint Wealth
Connecticut
$667K -$902K -20,373 -57%
ECM
1472
Estabrook Capital Management
New York
$664K – – –
SKK
1473
Shepherd Kaplan Krochuk
Massachusetts
$664K -$78.8K -1,781 -11%
IR
1474
IAT Reinsurance
New York
$664K – – –
CL
1475
Choreo LLC
Illinois
$661K -$99.4K -2,225 -13%
57 58
59
60 61