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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 %
FSC
1526
Full Sail Capital
Oklahoma
$729K +$34.3K +577 +5%
PAM
1527
Premier Asset Management
Illinois
$728K -$200K -3,610 -22%
GCM
1528
Grisanti Capital Management
New York
$727K – – –
HAIM
1529
Hunter Associates Investment Management
Pennsylvania
$725K +$164K +2,970 +29%
PFGIA
1530
Patriot Financial Group Insurance Agency
Massachusetts
$724K -$31.3K -565 -4%
EA
1531
Elm Advisors
California
$724K – – –
MSR
1532
Main Street Research
Connecticut
$722K +$261K +4,714 +57%
1WA
1533
180 Wealth Advisors
Washington
$720K -$25.9K -457 -3%
CST
1534
Charles Schwab Trust
Nevada
$720K +$478K +8,641 +198%
PCAP
1535
Pratt Collard Advisory Partners
New York
$715K -$16.6K -300 -2%
CIM
1536
CIM Investment Management
Pennsylvania
$714K +$50.1K +906 +8%
AA
1537
Alesco Advisors
New York
$714K +$714K +12,895 New
PP
1538
PagnatoKarp Partners
Virginia
$713K -$6.75K -122 -0.9%
WA
1539
Wambolt & Associates
Colorado
$709K +$161K +2,905 +29%
EWM
1540
Empirical Wealth Management
Washington
$708K +$95.1K +1,718 +16%
LSAG
1541
Lake Street Advisors Group
New Hampshire
$706K +$41.7K +754 +6%
CWM
1542
Centric Wealth Management
Illinois
$706K +$43.3K +782 +7%
AF
1543
Allworth Financial
California
$702K +$53.5K +966 +8%
WBC
1544
West Branch Capital
Massachusetts
$702K +$702K +12,688 New
FAM
1545
Formidable Asset Management
Ohio
$699K +$699K +12,261 New
FFS
1546
Founders Financial Securities
Maryland
$695K +$34.1K +617 +5%
AWM
1547
Aries Wealth Management
Maine
$692K – – –
WP
1548
WealthPLAN Partners
Nebraska
$691K +$176K +2,957 +34%
OL
1549
Optas LLC
Texas
$691K +$691K +12,504 New
GIM
1550
Goelzer Investment Management
Indiana
$690K -$9.63K -174 -1%
60 61
62
63 64