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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 %
EA
1551
Elm Advisors
California
$579K – – –
FI
1552
FormulaFolio Investments
Michigan
$576K +$29.1K +659 +5%
PFGIA
1553
Patriot Financial Group Insurance Agency
Massachusetts
$575K -$4.03K -91 -0.7%
EWA
1554
ERTS Wealth Advisors
Michigan
$575K +$101K +2,275 +21%
AFIA
1555
America First Investment Advisors
Nebraska
$574K +$455K +10,290 +384%
BRC
1556
Bell Rock Capital
Delaware
$572K +$60.1K +1,359 +12%
CWM
1557
Circle Wealth Management
New Jersey
$572K +$111K +2,509 +24%
GLLW
1558
Graves Light Lenhart Wealth
Virginia
$571K +$43.3K +978 +8%
LWMM
1559
Legacy Wealth Management (Mississippi)
Mississippi
$570K -$106K -2,400 -16%
WBC
1560
West Branch Capital
Massachusetts
$570K +$8.19K +185 +1%
PWW
1561
Pettyjohn Wood & White
Virginia
$570K +$111K +2,509 +24%
EWF
1562
Epstein & White Financial
California
$564K -$131K -2,954 -19%
AWM
1563
Aries Wealth Management
Maine
$561K +$4.26K +97 +0.8%
WAAG
1564
Wealth Alliance Advisory Group
Kansas
$559K +$38.5K +871 +7%
VAM
1565
Verity Asset Management
North Carolina
$559K +$66.5K +1,495 +13%
GIM
1566
Goelzer Investment Management
Indiana
$556K +$4.42K +100 +0.8%
LMAM
1567
Legg Mason Asset Management
Japan
$556K +$61K +1,377 +12%
BIM
1568
Beach Investment Management
Pennsylvania
$555K +$114K +2,580 +26%
ABTD
1569
Arvest Bank Trust Division
Oklahoma
$553K -$111K -2,500 -17%
BFC
1570
Bedel Financial Consulting
Indiana
$551K +$6.47K +146 +1%
CHAM
1571
Clear Harbor Asset Management
Connecticut
$550K -$91K -2,059 -14%
FAM
1572
Formidable Asset Management
Ohio
$544K – – –
CFA
1573
CWS Financial Advisors
Michigan
$542K – – –
KLWA
1574
Kelly Lawrence W & Associates
California
$541K – – –
PIA
1575
Pinion Investment Advisors
Kansas
$539K +$55.9K +1,263 +12%
61 62
63
64 65