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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 %
AIM
1601
AIA Investment Management
Singapore
$621K +$40.9K +739 +7%
BDF
1602
Balasa Dinverno & Foltz
$616K +$16.2K +292 +3%
LMAM
1603
Legg Mason Asset Management
Japan
$615K +$615K +11,170 New
HIA
1604
Harbor Investment Advisory
Maryland
$614K +$614K +11,102 New
VAM
1605
Verity Asset Management
North Carolina
$613K +$21.7K +392 +4%
OEP
1606
Ocean Endowment Partners
Illinois
$612K +$612K +11,050 New
DA
1607
Detalus Advisors
Missouri
$610K +$610K +11,014 New
AF
1608
Alerus Financial
North Dakota
$606K -$193K -3,491 -24%
MIC
1609
Means Investment Company
Maine
$605K -$17.5K -308 -3%
KPW
1610
Kore Private Wealth
New York
$605K – – –
CBT
1611
Central Bank & Trust
Kentucky
$605K – – –
PIA
1612
Pinion Investment Advisors
Kansas
$604K +$29.1K +525 +5%
SOAMC
1613
Spirit of America Management Corp
New York
$603K – – –
BHTS
1614
Bar Harbor Trust Services
Maine
$603K +$214K +3,856 +55%
FDS
1615
First Dallas Securities
Texas
$602K – – –
AP
1616
Atwood & Palmer
Missouri
$601K – – –
HFM
1617
Hartford Financial Management
Connecticut
$598K – – –
HFA
1618
High Falls Advisors
New York
$597K -$22.1K -400 -4%
AIM
1619
Aspen Investment Management
Michigan
$595K – – –
MFG
1620
MidWestOne Financial Group
Iowa
$593K -$35.4K -640 -6%
AFP
1621
Ausdal Financial Partners
Iowa
$593K -$3.13K -55 -0.5%
EWA
1622
ERTS Wealth Advisors
Michigan
$593K +$27.7K +500 +5%
BT
1623
Brandywine Trust
Delaware
$591K – – –
EA
1624
Emerald Advisors
Washington
$591K +$591K +10,283 New
JA
1625
JOYN Advisors
Georgia
$590K -$13.8K -250 -2%
63 64
65
66 67