KO icon

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 %
3F
1751
360 Financial
Minnesota
$378K -$8.41K -190 -2%
KPWG
1752
KFA Private Wealth Group
Virginia
$375K +$10.8K +244 +3%
TIA
1753
Tiemann Investment Advisors
California
$373K -$4.42K -100 -1%
GHAM
1754
Gilman Hill Asset Management
Connecticut
$373K +$194K +4,375 +108%
SFSIG
1755
San Francisco Sentry Investment Group
California
$372K -$70.7K -1,595 -16%
AW
1756
Alpha Windward
Massachusetts
$372K -$8.51K -192 -2%
ANBT
1757
American National Bank & Trust
Texas
$371K -$8.13K -184 -2%
SCI
1758
S&CO Inc
Massachusetts
$371K – – –
OEP
1759
Ocean Endowment Partners
Illinois
$369K -$119K -2,700 -24%
PWMAG
1760
Pinnacle Wealth Management Advisory Group
New Jersey
$368K -$2.08K -47 -0.6%
QCM
1761
Quest Capital Management
Texas
$367K -$45.3K -1,022 -11%
NME
1762
Notis-McConarty Edward
$367K – – –
BA
1763
Birinyi Associates
Connecticut
$365K -$35.4K -800 -9%
HWA
1764
HCR Wealth Advisors
California
$365K +$24.6K +555 +7%
VCM
1765
Vivaldi Capital Management
Illinois
$365K +$30.7K +697 +9%
SDWIA
1766
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$364K +$2.74K +62 +0.8%
MWM
1767
Mattern Wealth Management
Kansas
$363K -$15.2K -343 -4%
SWM
1768
Stockman Wealth Management
Montana
$363K -$309 -7 -0.1%
LC
1769
Landaas & Company
Wisconsin
$362K – – –
SFC
1770
SYM Financial Corp
Indiana
$362K +$2.21K +50 +0.6%
SL
1771
Summitry LLC
California
$360K – – –
RBFC
1772
Roman Butler Fullerton & Co
Missouri
$360K – – –
CHA
1773
Cooper/Haims Advisors
New York
$360K +$6.64K +150 +2%
HWA
1774
HHM Wealth Advisors
Tennessee
$359K +$148K +3,346 +70%
BL
1775
BFSG LLC
California
$358K -$2.03K -46 -0.6%
69 70
71
72 73