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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 %
WRM
1526
Weybosset Research & Management
Rhode Island
$597K -$24K -561 -4%
SMFS
1527
Squar Milner Financial Services
California
$597K +$97.4K +2,202 +19%
FFS
1528
Founders Financial Securities
Maryland
$596K +$40.3K +910 +7%
FNBTCON
1529
First National Bank & Trust Co of Newtown
Pennsylvania
$595K -$22.1K -500 -4%
SC
1530
Saybrook Capital
North Carolina
$595K – – –
FFN
1531
Focus Financial Network
Minnesota
$593K -$120K -2,692 -17%
DMK
1532
David M. Knott
$593K – – –
HTHT
1533
Hemenway Trust Hemenway Trust
New Hampshire
$592K -$28.8K -650 -5%
WIC
1534
Whitegate Investment Counselors
New Hampshire
$592K – – –
Jones Financial Companies
1535
Jones Financial Companies
Missouri
$590K -$107K -2,414 -15%
NL
1536
NVWM LLC
Pennsylvania
$589K +$72K +1,611 +14%
SIAP
1537
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$588K – – –
PIP
1538
Peachtree Investment Partners
Florida
$587K -$11.1K -250 -2%
AF
1539
Allworth Financial
California
$586K +$24.5K +554 +4%
ACM
1540
Armbruster Capital Management
New York
$584K – – –
AFG
1541
Albion Financial Group
Utah
$583K -$25K -566 -4%
EWM
1542
Empirical Wealth Management
Washington
$583K +$16.3K +368 +3%
WAP
1543
Wealthcare Advisory Partners
Pennsylvania
$582K -$51.3K -1,159 -8%
ATWA
1544
Arbor Trust Wealth Advisors
Michigan
$582K -$18.1K -405 -3%
SA
1545
Strategic Advisors
New York
$582K -$13.8K -289 -2%
GCM
1546
Grisanti Capital Management
New York
$582K – – –
HAIM
1547
Hunter Associates Investment Management
Pennsylvania
$582K +$2.21K +50 +0.4%
BCB
1548
Brian C. Broderick
$581K -$4.42K -100 -0.8%
TIA
1549
Traphagen Investment Advisors
New Jersey
$581K +$180K +4,066 +45%
IFWM
1550
Institute for Wealth Management
Colorado
$580K -$6.24K -141 -1%
60 61
62
63 64