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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 %
BFPW
1701
BOK Financial Private Wealth
Colorado
$420K +$85.6K +1,934 +26%
SFSG
1702
Sound Financial Strategies Group
Mississippi
$419K -$595K -13,452 -59%
ECM
1703
Exchange Capital Management
Michigan
$419K +$46.7K +1,057 +13%
KLCM
1704
KG&L Capital Management
Louisiana
$419K +$129K +2,915 +44%
CHA
1705
Carmichael Hill & Associates
Maryland
$418K – – –
CBT
1706
Central Bank & Trust
Kentucky
$416K -$67.5K -1,526 -14%
HC
1707
Hourglass Capital
Texas
$416K – – –
FCA
1708
FinTrust Capital Advisors
South Carolina
$415K -$33.8K -764 -8%
PS
1709
Portfolio Solutions
Michigan
$415K +$24.1K +544 +6%
LSPW
1710
Lake Street Private Wealth
Illinois
$414K -$15.5K -350 -4%
SP
1711
Symmetry Partners
Connecticut
$414K +$414K +9,360 New
LC
1712
Lindbrook Capital
California
$413K -$48.3K -1,086 -10%
FSCM
1713
Front Street Capital Management
Montana
$410K – – –
PAS
1714
Partnervest Advisory Services
California
$409K +$6.06K +137 +2%
MSR
1715
Main Street Research
Connecticut
$408K -$169K -3,815 -29%
HFA
1716
Hoover Financial Advisors
Pennsylvania
$408K +$3.77K +85 +0.9%
BS
1717
Bessemer Securities
New York
$408K +$130K +2,950 +47%
ACA
1718
Aptus Capital Advisors
Alabama
$406K -$2.26M -51,101 -85%
SWP
1719
Strategic Wealth Partners
Ohio
$406K – – –
SG
1720
StoneX Group
New York
$405K +$57.3K +1,285 +16%
MOS
1721
MGO One Seven
Ohio
$405K +$60.8K +1,377 +18%
PSP
1722
Principal Street Partners
Tennessee
$403K -$387K -8,761 -49%
CC
1723
Cornerstone Capital
California
$403K -$47.6K -1,075 -11%
AWM
1724
Absher Wealth Management
North Carolina
$403K -$1.86K -42 -0.5%
VC
1725
Vicus Capital
Pennsylvania
$403K +$67.3K +1,520 +20%
67 68
69
70 71