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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 %
MFS
1626
Mirabella Financial Services
United Kingdom
$487K -$2.9M -65,486 -86%
GFP
1627
Gryphon Financial Partners
Ohio
$486K -$49.1K -1,110 -9%
LSA
1628
L & S Advisors
California
$484K -$1.17M -26,513 -71%
AIM
1629
Alhambra Investment Management
Florida
$483K +$26.5K +600 +6%
MGWM
1630
Marks Group Wealth Management
Minnesota
$482K +$14.4K +323 +3%
TF
1631
Tompkins Financial
New York
$482K +$17.7K +400 +4%
SW
1632
SkyOak Wealth
Michigan
$481K -$149K -3,376 -24%
EW
1633
Evoke Wealth
California
$480K -$328K -7,351 -41%
AP
1634
Atwood & Palmer
Missouri
$480K – – –
IAP
1635
Indie Asset Partners
Indiana
$480K +$11.1K +250 +2%
CA
1636
Cambridge Advisors
Nebraska
$480K +$21.3K +481 +5%
BDF
1637
Balasa Dinverno & Foltz
$479K -$13.1K -295 -3%
HFM
1638
Hartford Financial Management
Connecticut
$478K – – –
MWM
1639
Modera Wealth Management
New Jersey
$478K +$62.4K +1,411 +15%
PMFA
1640
Plante Moran Financial Advisors
Michigan
$476K -$69.8K -1,578 -13%
AIM
1641
Aspen Investment Management
Michigan
$476K – – –
EWM
1642
Evermay Wealth Management
Virginia
$474K -$22.6K -510 -5%
BT
1643
Brandywine Trust
Delaware
$473K – – –
IC
1644
Intersect Capital
California
$473K +$58.2K +1,316 +14%
MIC
1645
Means Investment Company
Maine
$472K -$12.9K -283 -3%
JWCA
1646
J.W. Coons Advisors
Ohio
$471K +$471K +10,642 New
GEA
1647
Glen Eagle Advisors
New Jersey
$470K -$37.6K -850 -7%
MFG
1648
MidWestOne Financial Group
Iowa
$470K -$4.42K -100 -0.9%
MWM
1649
Meridian Wealth Management
Kentucky
$470K +$149K +3,373 +46%
NCM
1650
Noesis Capital Mangement
Florida
$469K -$1.77K -40 -0.4%
64 65
66
67 68