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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 %
NCM
1626
Noesis Capital Mangement
Florida
$589K +$45.7K +825 +8%
IAP
1627
Indie Asset Partners
Indiana
$587K +$587K +10,599 New
MGWM
1628
Marks Group Wealth Management
Minnesota
$582K +$582K +10,519 New
TF
1629
Tompkins Financial
New York
$581K +$205K +3,700 +54%
SIM
1630
SSI Investment Management
California
$579K -$4.64K -84 -0.8%
CWM
1631
Circle Wealth Management
New Jersey
$576K -$15.3K -277 -3%
SBA
1632
Secrest Blakey & Associates
North Carolina
$576K -$1.88K -34 -0.3%
PWW
1633
Pettyjohn Wood & White
Virginia
$575K -$16.6K -300 -3%
OIWM
1634
OptiFour Integrated Wealth Management
Virginia
$575K – – –
LC
1635
Lindbrook Capital
California
$575K +$81.5K +1,472 +17%
CA
1636
Cambridge Advisors
Nebraska
$574K +$4.43K +80 +0.8%
WI
1637
Wintrust Investments
Illinois
$574K +$144K +2,601 +33%
AIM
1638
Alhambra Investment Management
Florida
$572K +$572K +10,326 New
AIC
1639
Archer Investment Corporation
Indiana
$569K -$1.44K -26 -0.3%
GG
1640
Greenwood Gearhart
Arkansas
$566K -$84.4K -1,525 -13%
MIP
1641
Marietta Investment Partners
Wisconsin
$566K – – –
EBSAM
1642
Eubel Brady & Suttman Asset Management
Ohio
$565K +$109K +1,975 +24%
NJBEST
1643
New Jersey Better Educational Savings Trust
New Jersey
$565K +$565K +10,200 New
CC
1644
Cornerstone Capital
California
$564K – – –
WFG
1645
Wills Financial Group
Virginia
$563K -$2.1K -38 -0.4%
FCA
1646
FinTrust Capital Advisors
South Carolina
$562K -$54.6K -987 -9%
SSWM
1647
Sheets Smith Wealth Management
North Carolina
$562K – – –
SIG
1648
Schaller Investment Group
North Carolina
$560K – – –
WIC
1649
Willis Investment Counsel
Georgia
$558K +$4.21K +76 +0.8%
EFSCE
1650
Enterprise Financial Services Corp (EFSC)
Missouri
$556K -$3.05K -55 -0.5%
64 65
66
67 68