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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 %
BEC
1476
Blue Edge Capital
Virginia
$656K +$230K +5,190 +54%
TCA
1477
Transcend Capital Advisors
New Jersey
$656K -$28.5K -640 -4%
DSC
1478
Duncker Streett & Co
Missouri
$656K – – –
TI
1479
Tidal Investments
Wisconsin
$656K +$270K +6,114 +70%
LP
1480
LMR Partners
United Kingdom
$649K +$649K +14,418 New
HBT
1481
Hills Bank & Trust
Iowa
$648K +$119K +2,680 +22%
RHBC
1482
R.H. Bluestein & Co
Michigan
$648K +$289K +6,530 +80%
WA
1483
Wambolt & Associates
Colorado
$647K +$80.2K +1,811 +14%
CFA
1484
Capstone Financial Advisors
Illinois
$647K +$647K +14,625 New
LFA
1485
Legacy Financial Advisors
Kentucky
$645K +$83.2K +1,811 +15%
JIM
1486
Jupiter Investment Management
United Kingdom
$644K -$341K -7,715 -35%
AAM
1487
Autus Asset Management
Arizona
$644K -$212K -4,797 -25%
CG
1488
CFO4Life Group
Texas
$644K +$5.04K +114 +0.8%
BCA
1489
Berman Capital Advisors
Georgia
$644K +$17.9K +405 +3%
WA1
1490
Wimmer Associates 1
California
$639K +$222K +4,980 +53%
QT
1491
Quantamental Technologies
New York
$639K +$639K +14,437 New
TCM
1492
Telos Capital Management
California
$638K -$6.5K -147 -1%
CWM
1493
Centric Wealth Management
Illinois
$635K -$41.5K -782 -6%
PTB
1494
Pioneer Trust Bank
Oregon
$633K – – –
GVAG
1495
Great Valley Advisor Group
Delaware
$632K -$574K -12,978 -48%
FBP
1496
Flippin Bruce & Porter
Virginia
$632K -$8.85K -200 -1%
PCAP
1497
Pratt Collard Advisory Partners
New York
$631K +$59.7K +1,350 +10%
ONST
1498
Old North State Trust
North Carolina
$629K – – –
FNBOSM
1499
First National Bank of South Miami
Florida
$628K +$1.86K +42 +0.3%
SXL
1500
Summit X LLC
Missouri
$627K +$3.7K +84 +0.6%
58 59
60
61 62