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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 %
NIC
1801
Northwest Investment Counselors
Oregon
$411K -$6.81K -123 -2%
PCFFS
1802
Pacific Center for Financial Services
California
$411K – – –
LWM
1803
Lyell Wealth Management
California
$410K – – –
LC
1804
Landaas & Company
Wisconsin
$409K – – –
SWA
1805
Stratos Wealth Advisors
Ohio
$408K -$82K -1,482 -17%
ITIM
1806
Indiana Trust & Investment Management
Indiana
$408K -$24.6K -445 -6%
SIM
1807
Sonora Investment Management
Arizona
$407K -$9.08K -164 -2%
ACM
1808
Advisors Capital Management
New Jersey
$407K +$73.3K +1,326 +22%
SWP
1809
Strategic Wealth Partners
Ohio
$406K -$7.69K -139 -2%
BSPF
1810
British Steel Pension Fund
United Kingdom
$406K – – –
SMH
1811
Sanders Morris Harris
Texas
$406K – – –
NL
1812
NWAM LLC
Washington
$406K +$55 +1 +0%
NFG
1813
Nadler Financial Group
Illinois
$406K +$720 +13 +0.2%
AIA
1814
Angeles Investment Advisors
California
$405K +$405K +7,316 New
CL
1815
CPWM LLC
Washington
$404K -$176K -3,189 -30%
CS
1816
Capital Square
Tennessee
$403K +$403K +7,295 New
MWM
1817
Meridian Wealth Management
Kentucky
$402K +$17.9K +324 +5%
GIA
1818
Gladstone Institutional Advisory
Florida
$401K -$24.7K -446 -6%
VAG
1819
VisionPoint Advisory Group
Texas
$400K -$2.45M -44,174 -86%
EWM
1820
EPG Wealth Management
Georgia
$399K +$399K +7,205 New
BOS
1821
Bank of Stockton
California
$398K -$5.53K -100 -1%
PA
1822
PSI Advisors
Florida
$396K +$396K +7,166 New
NAM
1823
NorthCoast Asset Management
Connecticut
$394K +$221 +4 +0.1%
AWP
1824
Ascent Wealth Partners
New York
$393K -$4.15K -75 -1%
PWM
1825
Provident Wealth Management
Tennessee
$393K +$393K +7,092 New
71 72
73
74 75