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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 %
AFC
1651
AFT Forsyth & Company
Florida
$467K -$70.8K -1,600 -13%
FIB
1652
First Interstate Bank
Montana
$467K -$442K -9,993 -49%
HIA
1653
Harbor Investment Advisory
Maryland
$467K -$24.8K -559 -5%
APC
1654
Aspire Private Capital
North Carolina
$466K +$24.8K +561 +6%
GAG
1655
GM Advisory Group
New York
$466K +$112K +2,532 +32%
DA
1656
Detalus Advisors
Missouri
$465K -$21.9K -496 -5%
SIA
1657
Strategic Investment Advisors
Michigan
$465K +$31.1K +703 +7%
RAM
1658
Redmond Asset Management
Virginia
$460K -$150K -3,386 -25%
BHTS
1659
Bar Harbor Trust Services
Maine
$460K -$22.2K -502 -5%
SIM
1660
SSI Investment Management
California
$459K -$5.67K -128 -1%
WC
1661
Whitney & Co
New York
$458K -$61.9K -1,400 -12%
EBSAM
1662
Eubel Brady & Suttman Asset Management
Ohio
$456K +$3.59K +81 +0.8%
WP
1663
WealthPLAN Partners
Nebraska
$453K -$55.5K -1,269 -11%
NJBEST
1664
New Jersey Better Educational Savings Trust
New Jersey
$451K – – –
Kovitz Investment Group Partners
1665
Kovitz Investment Group Partners
Illinois
$450K -$211K -4,768 -32%
BOS
1666
Bingham Osborn & Scarborough
California
$449K +$82K +1,855 +22%
BCM
1667
Bienville Capital Management
New York
$449K +$83.4K +1,870 +23%
GG
1668
Greenwood Gearhart
Arkansas
$448K -$4.43K -100 -1%
SBA
1669
Secrest Blakey & Associates
North Carolina
$445K -$15.1K -341 -3%
B
1670
Bailard
California
$444K +$97.4K +2,200 +28%
SHWM
1671
Silicon Hills Wealth Management
Texas
$444K +$444K +10,036 +143,371%
EFSCE
1672
Enterprise Financial Services Corp (EFSC)
Missouri
$443K -$1.37K -31 -0.3%
PAWC
1673
P.A.W. Capital
Connecticut
$443K – – –
MYIA
1674
Mount Yale Investment Advisors
Colorado
$443K +$24K +542 +6%
BFA
1675
Brendel Financial Advisors
New Hampshire
$443K +$31.2K +705 +8%
65 66
67
68 69