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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 %
IA
1676
IFG Advisors
Missouri
$528K – – –
EP
1677
Edgestream Partners
New Jersey
$527K -$472K -8,524 -47%
KP
1678
Keel Point
Alabama
$527K -$6.76K -122 -1%
HPWM
1679
Highland Private Wealth Management
Washington
$526K -$15.4K -278 -3%
CAS
1680
Cascadia Advisory Services
Oregon
$525K +$525K +9,488 New
PL
1681
Plancorp LLC
Missouri
$524K +$24K +434 +5%
ED
1682
Exane Derivatives
France
$523K +$13.8K +244 +3%
CHA
1683
Carmichael Hill & Associates
Maryland
$523K +$3.6K +65 +0.7%
NEPPG
1684
New England Professional Planning Group
Rhode Island
$523K +$523K +9,450 New
3F
1685
360 Financial
Minnesota
$522K +$522K +8,732 New
AWM
1686
Absher Wealth Management
North Carolina
$521K +$521K +9,145 New
HC
1687
Hourglass Capital
Texas
$520K -$49.8K -900 -9%
MWM
1688
Modera Wealth Management
New Jersey
$520K +$18.9K +341 +4%
MFG
1689
Merit Financial Group
Georgia
$520K +$263K +4,756 +102%
WA1
1690
Wimmer Associates 1
California
$519K – – –
IC
1691
Intersect Capital
California
$519K +$12.1K +218 +2%
RCA
1692
Ranch Capital Advisors
Florida
$519K +$19.5K +352 +4%
QCM
1693
Quest Capital Management
Texas
$515K -$117K -2,119 -19%
DWM
1694
Dakota Wealth Management
Florida
$515K +$3.48K +63 +0.7%
BFA
1695
Brendel Financial Advisors
New Hampshire
$515K +$515K +9,306 New
FSCM
1696
Front Street Capital Management
Montana
$513K – – –
RWA
1697
River Wealth Advisors
Pennsylvania
$507K +$16.5K +298 +3%
AA
1698
Argent Advisors
Louisiana
$507K +$507K +9,009 New
HFA
1699
Hoover Financial Advisors
Pennsylvania
$505K -$21.2K -383 -4%
PAS
1700
Partnervest Advisory Services
California
$504K -$116K -2,095 -19%
66 67
68
69 70