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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 %
PA
1776
Procyon Advisors
Connecticut
$358K +$2.52K +57 +0.7%
FNC
1777
First National Corp
Massachusetts
$358K +$7.28K +126 +2%
IGGA
1778
Iron Gate Global Advisors
Utah
$358K +$23.5K +532 +7%
SIM
1779
Sonora Investment Management
Arizona
$357K +$31.8K +720 +10%
QPWM
1780
Quadrant Private Wealth Management
Pennsylvania
$357K +$101K +2,286 +40%
HFP
1781
Holistic Financial Partners
Indiana
$355K -$32.8K -742 -8%
SWM
1782
Strategic Wealth Management
Washington
$355K +$355K +8,020 New
LCP
1783
LGT Capital Partners
Switzerland
$354K -$10.8M -244,000 -97%
UFG
1784
United Fire Group
Iowa
$354K – – –
CRM
1785
Cramer Rosenthal McGlynn
Connecticut
$354K – – –
ISB
1786
Iowa State Bank
Iowa
$350K -$23.6K -532 -6%
TNA
1787
True North Advisors
Texas
$349K -$3.72K -84 -1%
RZH
1788
Relyea Zuckerberg Hanson
Connecticut
$349K – – –
AWMG
1789
Alliance Wealth Management Group
New Jersey
$349K +$349K +7,883 New
OIA
1790
Optimum Investment Advisors
Illinois
$348K -$49.6K -1,120 -12%
TC
1791
Truvestments Capital
Florida
$344K -$360K -8,148 -51%
PAM
1792
PVG Asset Management
Colorado
$343K +$343K +7,756 New
VLC
1793
Van Leeuwen & Company
New Jersey
$343K -$3.1K -70 -0.9%
OCG
1794
Opus Capital Group
Ohio
$343K +$47.1K +1,064 +16%
SAM
1795
S.A. Mason
Michigan
$342K +$4.42K +100 +1%
OCM
1796
One Capital Management
California
$342K +$342K +7,722 New
AWM
1797
Avior Wealth Management
Nebraska
$341K -$566K -12,787 -62%
MIM
1798
Miller Investment Management
Pennsylvania
$341K – – –
HVIA
1799
Hudson Valley Investment Advisors
New York
$340K – – –
APW
1800
Aurora Private Wealth
New Jersey
$340K +$174K +3,937 +105%
70 71
72
73 74