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 %
CFS
1501
CRA Financial Services
New Jersey
$627K +$110K +2,478 +21%
GP
1502
Girard Partners
Pennsylvania
$624K +$78.3K +1,771 +14%
Point72 Asset Management
1503
Point72 Asset Management
Connecticut
$624K +$624K +14,100 New
SIM
1504
Sadoff Investment Management
Wisconsin
$622K -$44.3K -1,000 -7%
IIA
1505
IPG Investment Advisors
California
$622K -$8.85K -200 -1%
MC
1506
Middleton & Co
Massachusetts
$621K -$41.9K -948 -6%
AFA
1507
American Financial Advisors
Georgia
$621K +$29.3K +628 +5%
AWM
1508
Altavista Wealth Management
North Carolina
$620K -$398 -9 -0.1%
AAP
1509
Aristotle Atlantic Partners
Florida
$620K – – –
AWE
1510
Avidian Wealth Enterprises
Texas
$619K +$23.9K +541 +4%
AFA
1511
Atlanta Financial Associates
Georgia
$617K +$617K +13,940 New
GG
1512
Gleason Group
Kentucky
$616K – – –
KM
1513
Kalos Management
Georgia
$616K +$214K +4,742 +53%
CAM
1514
Carret Asset Management
New York
$612K -$99K -2,236 -14%
1WA
1515
180 Wealth Advisors
Washington
$612K +$54.1K +1,230 +10%
DFA
1516
Delta Financial Advisors
Louisiana
$609K -$81.6K -1,843 -12%
AIA
1517
Arbor Investment Advisors
North Carolina
$609K – – –
MCM
1518
Maple Capital Management
Vermont
$608K -$60.1K -1,357 -9%
MGIM
1519
M&G Investment Management
United Kingdom
$605K -$86.6K -1,968 -13%
WFM
1520
Wolff Financial Management
Michigan
$605K +$15.7K +356 +3%
RFM
1521
Royal Fund Management
Florida
$604K -$5.11M -115,528 -89%
CWA
1522
Carolina Wealth Advisors
South Carolina
$604K +$237K +5,344 +64%
WCA
1523
Westover Capital Advisors
Delaware
$600K – – –
NI
1524
NFC Investments
Tennessee
$600K – – –
NIMI
1525
Natixis Investment Managers International
France
$597K -$66.3K -1,500 -10%
59 60
61
62 63