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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 %
ACM
1801
Argent Capital Management
Missouri
$339K – – –
ACG
1802
Allen Capital Group
Nebraska
$339K +$339K +7,651 New
BWM
1803
Buckley Wealth Management
Nevada
$338K -$50.9K -1,150 -13%
MFW
1804
Mosaic Family Wealth
Missouri
$338K -$4.43K -100 -1%
HPIA
1805
Hamilton Point Investment Advisors
North Carolina
$336K +$2.68K +60 +0.8%
9WM
1806
9258 Wealth Management
Ohio
$334K -$61.6K -1,317 -16%
IWP
1807
Icon Wealth Partners
Texas
$333K -$97.8K -2,207 -23%
HS
1808
Haafor (Singapore)
Singapore
$332K +$332K +7,514 New
VFP
1809
Verus Financial Partners
Virginia
$331K -$4.78K -108 -1%
IA
1810
Independence Advisors
Pennsylvania
$330K – – –
GFPC
1811
Global Financial Private Client
Florida
$330K -$160K -3,795 -33%
WR
1812
Watson Rebecca
$329K -$47.1K -1,000 -13%
CSM
1813
CAMG Solamere Management
North Carolina
$329K -$8.87K -200 -3%
NFG
1814
Nadler Financial Group
Illinois
$329K +$4.43K +100 +1%
PCFFS
1815
Pacific Center for Financial Services
California
$328K – – –
CL
1816
CPWM LLC
Washington
$328K +$4.82K +109 +1%
IIM
1817
Ironwood Investment Management
Massachusetts
$328K +$328K +7,421 New
WMA
1818
Wealth Management Associates
New Jersey
$328K +$47.3K +1,070 +17%
NIC
1819
Northwest Investment Counselors
Oregon
$327K -$1.86K -42 -0.6%
EIP
1820
Ellis Investment Partners
Pennsylvania
$327K +$116K +2,755 +55%
TWI
1821
Thomas White International
Illinois
$327K +$327K +7,380 New
BPCE
1822
Bank Pictet & Cie (Europe)
Germany
$324K +$11.5K +260 +4%
ITIM
1823
Indiana Trust & Investment Management
Indiana
$323K -$3.01K -68 -0.9%
CS
1824
Capital Square
Tennessee
$323K +$177 +4 +0.1%
ACP
1825
Aviance Capital Partners
Florida
$323K +$39.8K +900 +14%
71 72
73
74 75