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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 %
S
1576
SimplyRich
California
$538K -$13.5K -300 -2%
AA
1577
Argent Advisors
Louisiana
$534K +$136K +3,068 +34%
CA
1578
Claro Advisors
Massachusetts
$533K +$31.8K +718 +6%
OMC
1579
Old Mission Capital
Illinois
$533K +$533K +12,045 New
FCFS
1580
First Command Financial Services
Texas
$531K +$13.9K +314 +3%
FCB
1581
First Command Bank
Texas
$531K +$13.9K +314 +3%
MA
1582
MYDA Advisors
New York
$531K +$531K +12,000 New
CIM
1583
Chapman Investment Management
California
$531K +$531K +12,000 New
CA
1584
Calton & Associates
Florida
$530K +$9.43K +213 +2%
KPW
1585
Kore Private Wealth
New York
$530K +$46.2K +1,045 +10%
SGI
1586
Summit Global Investments
Utah
$529K -$131K -2,964 -20%
CIM
1587
CIM Investment Management
Pennsylvania
$529K -$41.8K -946 -7%
NDSI
1588
Newman Dignan & Sheerar Inc
Rhode Island
$529K -$13K -272 -2%
MFW
1589
Meristem Family Wealth
Minnesota
$528K -$7.74K -175 -1%
GCP
1590
GSA Capital Partners
United Kingdom
$528K +$528K +11,924 New
SOAMC
1591
Spirit of America Management Corp
New York
$527K +$44.3K +1,000 +9%
DAC
1592
Dividend Assets Capital
South Carolina
$526K -$3.98K -90 -0.8%
PA
1593
PFG Advisors
Arizona
$525K +$124K +2,676 +31%
GIA
1594
GHP Investment Advisors
Colorado
$524K +$2.7K +61 +0.5%
IPW
1595
Inlet Private Wealth
Florida
$523K – – –
AIC
1596
Archer Investment Corporation
Indiana
$523K +$67.7K +1,530 +15%
AWA
1597
Arkadios Wealth Advisors
Georgia
$522K +$42.5K +960 +9%
CNB
1598
Camden National Bank
Maine
$522K -$24.2K -547 -4%
AIM
1599
AIA Investment Management
Singapore
$522K +$25.4K +574 +5%
PWP
1600
Principle Wealth Partners
Connecticut
$521K – – –
62 63
64
65 66