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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 %
EA
1726
Emerald Advisors
Washington
$402K -$71.6K -1,554 -15%
RWA
1727
River Wealth Advisors
Pennsylvania
$402K -$3.63K -82 -0.9%
XF
1728
XML Financial
Maryland
$402K +$24.8K +561 +7%
SEM
1729
Suncoast Equity Management
Florida
$402K +$402K +9,085 New
RCA
1730
Ranch Capital Advisors
Florida
$401K -$13.3K -301 -3%
SIM
1731
Stratos Investment Management
Ohio
$401K +$401K +9,064 New
PL
1732
Plancorp LLC
Missouri
$400K -$19.3K -435 -5%
EM
1733
ELCO Management
New York
$399K +$6.99K +158 +2%
FFC
1734
First Financial Corp
Indiana
$399K +$55K +1,242 +16%
FBA
1735
Front Barnett Associates
Illinois
$397K -$2.88K -65 -0.7%
BL
1736
Balentine LLC
Georgia
$397K +$196K +4,423 +97%
KFA
1737
Krane Funds Advisors
New York
$392K -$41.2K -931 -10%
QAM
1738
QCI Asset Management
New York
$390K +$89 +2 +0%
LWS
1739
Lucia Wealth Services
California
$390K +$28.4K +642 +8%
HPWM
1740
Highland Private Wealth Management
Washington
$389K -$31.6K -714 -8%
ACA
1741
Affinity Capital Advisors
California
$389K -$1.2K -25 -0.3%
VCAM
1742
Van Cleef Asset Management
Ohio
$388K – – –
RGIA
1743
Rainier Group Investment Advisory
Washington
$388K +$55.9K +1,264 +17%
DWM
1744
Dakota Wealth Management
Florida
$384K -$27.6K -625 -7%
BBA
1745
Braun-Bostich & Associates
Pennsylvania
$383K -$22.8K -541 -6%
WTB
1746
Washington Trust Bank
Washington
$382K -$5.71K -129 -1%
BA
1747
Ballast Advisors
Minnesota
$379K -$6.2K -140 -2%
MFT
1748
Moisand Fitzgerald Tamayo
Florida
$379K – – –
FCM
1749
Firestone Capital Management
Florida
$379K – – –
HGWM
1750
Horst & Graben Wealth Management
Oregon
$379K +$379K +8,575 New
68 69
70
71 72