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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 %
TIA
1701
Traphagen Investment Advisors
New Jersey
$501K +$553 +10 +0.1%
KM
1702
Kalos Management
Georgia
$501K -$9.35K -166 -2%
BA
1703
Birinyi Associates
Connecticut
$501K +$138K +2,500 +38%
FBA
1704
Front Barnett Associates
Illinois
$500K +$6.64K +120 +1%
OIA
1705
Optimum Investment Advisors
Illinois
$497K -$24.9K -450 -5%
TB
1706
Terril Brothers
Missouri
$496K – – –
KWMG
1707
King Wealth Management Group
Florida
$496K – – –
EM
1708
ELCO Management
New York
$491K +$25.8K +465 +6%
VWM
1709
Venturi Wealth Management
Texas
$489K +$1.05K +19 +0.2%
PS
1710
Portfolio Solutions
Michigan
$489K +$75.6K +1,365 +18%
QAM
1711
QCI Asset Management
New York
$487K – – –
CCM
1712
Carlson Capital Management
Minnesota
$487K +$158K +2,847 +48%
VCAM
1713
Van Cleef Asset Management
Ohio
$486K – – –
BWM
1714
Buckley Wealth Management
Nevada
$486K – – –
HFP
1715
Holistic Financial Partners
Indiana
$486K +$53.3K +962 +12%
WTB
1716
Washington Trust Bank
Washington
$484K -$608 -11 -0.1%
TI
1717
Tidal Investments
Wisconsin
$482K +$159K +2,881 +49%
BA
1718
Ballast Advisors
Minnesota
$482K +$482K +8,702 New
HFM
1719
Harvest Fund Management
China
$477K -$493K -10,313 -51%
MFT
1720
Moisand Fitzgerald Tamayo
Florida
$475K -$66.5K -1,200 -12%
AW
1721
Alpha Windward
Massachusetts
$475K -$3.65K -66 -0.8%
ANBT
1722
American National Bank & Trust
Texas
$475K +$26.3K +474 +6%
FCM
1723
Firestone Capital Management
Florida
$475K +$475K +8,576 New
BCA
1724
Bay Colony Advisors
Massachusetts
$473K +$59.1K +1,025 +14%
SW
1725
SlateStone Wealth
Florida
$473K +$58.7K +1,059 +14%
67 68
69
70 71