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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 %
PAWC
1651
P.A.W. Capital
Connecticut
$554K -$111K -2,000 -17%
ACM
1652
Anfield Capital Management
California
$554K +$554K +9,414 New
RVM
1653
Robinson Value Management
Texas
$554K +$554K +10,000 New
SFSIG
1654
San Francisco Sentry Investment Group
California
$553K -$502K -9,078 -48%
PIMG
1655
Patriot Investment Management Group
Tennessee
$553K +$14K +253 +3%
MYIA
1656
Mount Yale Investment Advisors
Colorado
$553K +$38.6K +661 +8%
TA
1657
Tiedemann Advisors
New York
$552K -$268K -4,825 -33%
APC
1658
Aspire Private Capital
North Carolina
$551K -$80.6K -1,457 -13%
BIM
1659
Beach Investment Management
Pennsylvania
$551K – – –
PGWM
1660
Parisi Gray Wealth Management
New Jersey
$547K -$22.6K -408 -4%
SPI
1661
Santori & Peters Inc
Pennsylvania
$546K +$166 +3 +0%
SIA
1662
Strategic Investment Advisors
Michigan
$543K -$37K -669 -6%
KFA
1663
Krane Funds Advisors
New York
$542K +$11.8K +214 +2%
CFA
1664
CWS Financial Advisors
Michigan
$542K +$542K +9,792 New
IWP
1665
Icon Wealth Partners
Texas
$538K +$57.1K +1,032 +12%
Ninety One (UK)
1666
Ninety One (UK)
United Kingdom
$537K – – –
LSPW
1667
Lake Street Private Wealth
Illinois
$537K +$168K +3,032 +45%
HWA
1668
Heartwood Wealth Advisors
Virginia
$537K +$537K +9,700 New
BEC
1669
Blue Edge Capital
Virginia
$534K +$7.92K +143 +2%
SCA
1670
Stuart Chaussee & Associates
California
$531K -$37.4K -675 -7%
SA
1671
SL Advisors
New Jersey
$531K -$2.99K -54 -0.6%
PIG
1672
Pantheon Investment Group
California
$531K +$531K +9,376 New
BBA
1673
Braun-Bostich & Associates
Pennsylvania
$529K +$131K +2,381 +33%
DIM
1674
Delta Investment Management
California
$529K +$529K +9,563 New
CBB
1675
Citizens Business Bank
California
$528K -$54.1K -978 -9%
65 66
67
68 69