KO icon

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 %
LA
1751
Legacy Advisors
Pennsylvania
$451K -$3.32K -60 -0.7%
BL
1752
BFSG LLC
California
$451K -$554 -10 -0.1%
SFC
1753
SYM Financial Corp
Indiana
$450K -$27.7K -500 -6%
RBFC
1754
Roman Butler Fullerton & Co
Missouri
$450K +$23K +416 +5%
ACA
1755
Affinity Capital Advisors
California
$450K +$450K +8,128 New
RHBC
1756
R.H. Bluestein & Co
Michigan
$449K +$94.5K +1,710 +27%
DA
1757
DSC Advisors
Illinois
$448K +$47.9K +864 +12%
PA
1758
Procyon Advisors
Connecticut
$445K +$445K +8,042 New
OSAM
1759
O'Shaughnessy Asset Management
Connecticut
$444K +$443K +8,005 +61,577%
GAG
1760
GM Advisory Group
New York
$443K -$28.5K -514 -6%
UFG
1761
United Fire Group
Iowa
$443K – – –
CRM
1762
Cramer Rosenthal McGlynn
Connecticut
$443K – – –
CHA
1763
Cooper/Haims Advisors
New York
$442K +$33.4K +603 +8%
WR
1764
Watson Rebecca
$442K +$442K +7,985 New
DA
1765
Dillon & Associates
Michigan
$441K +$16.5K +300 +4%
TNA
1766
True North Advisors
Texas
$441K +$441K +7,974 New
RZH
1767
Relyea Zuckerberg Hanson
Connecticut
$437K +$437K +7,896 New
BWP
1768
Bernardo Wealth Planning
Pennsylvania
$435K -$4.81K -87 -1%
DAM
1769
Doheny Asset Management
California
$434K – – –
B
1770
Bailard
California
$433K -$11.6K -209 -3%
CAM
1771
Congress Asset Management
Massachusetts
$433K -$2.6K -47 -0.6%
SG
1772
StoneX Group
New York
$432K -$86.6K -1,563 -17%
VLC
1773
Van Leeuwen & Company
New Jersey
$432K +$69.4K +1,255 +19%
MOS
1774
MGO One Seven
Ohio
$431K -$20.4K -368 -5%
WW
1775
Westshore Wealth
California
$431K +$431K +7,783 New
69 70
71
72 73