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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 %
WI
1601
Wintrust Investments
Illinois
$521K +$62.2K +1,406 +14%
RA
1602
Rational Advisors
New York
$519K +$439K +9,916 +549%
IFS
1603
Ifrah Financial Services
Arkansas
$518K -$664 -15 -0.1%
SRC
1604
Shufro Rose & Co
New York
$518K – – –
PIMG
1605
Patriot Investment Management Group
Tennessee
$517K +$75.1K +1,700 +17%
MPIA
1606
Mountain Pacific Investment Advisers
Idaho
$515K +$6.63K +150 +1%
AP
1607
Arlington Partners
Alabama
$514K +$311K +7,021 +153%
IDA
1608
Intelligence Driven Advisers
California
$512K +$3.27K +74 +0.6%
CRIG
1609
Charter Research & Investment Group
Connecticut
$510K -$12.1K -274 -2%
MWA
1610
Meridian Wealth Advisors
Texas
$509K -$127K -2,878 -20%
OFG
1611
Oxford Financial Group
Indiana
$509K +$509K +11,505 New
SWA
1612
SFMG Wealth Advisors
Texas
$505K -$36.4K -824 -7%
11A
1613
10-15 Associates
New York
$503K -$118K -2,657 -19%
FDS
1614
First Dallas Securities
Texas
$500K +$18.8K +425 +4%
LBD
1615
Landsberg Bennett & Dubbaneh
Florida
$500K +$333K +7,590 +200%
CCM
1616
Crossvault Capital Management
Texas
$500K +$500K +11,310 New
KP
1617
Keel Point
Alabama
$499K +$78K +1,763 +19%
BPA
1618
Beacon Pointe Advisors
California
$498K +$231K +5,254 +86%
RCG
1619
Ruane, Cunniff & Goldfarb
New York
$497K -$134K -3,034 -21%
BSB
1620
Bangor Savings Bank
Maine
$496K -$186K -4,205 -27%
CAM
1621
Cubic Asset Management
Massachusetts
$494K -$12.2K -275 -2%
UWPG
1622
Ullmann Wealth Partners Group
Florida
$492K -$17.7K -400 -3%
TA
1623
Tiedemann Advisors
New York
$491K +$47.1K +1,055 +11%
FSC
1624
Full Sail Capital
Oklahoma
$489K -$77.3K -1,676 -14%
WHG
1625
Westwood Holdings Group
Texas
$488K -$919K -20,776 -65%
63 64
65
66 67