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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 %
NAMP
1826
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$323K +$44.2K +1,000 +16%
CAM
1827
Congress Asset Management
Massachusetts
$322K -$23.4K -530 -7%
BIAS
1828
Beacon Investment Advisory Services
New Jersey
$320K -$193K -4,360 -38%
ICM
1829
IMS Capital Management
Oregon
$320K +$320K +7,232 New
22CM
1830
20/20 Capital Management
California
$319K -$25.8K -578 -7%
DIS
1831
Diversified Investment Strategies
Louisiana
$318K -$22.1K -500 -6%
PWM
1832
Paulson Wealth Management
Illinois
$317K -$29.2K -613 -8%
PWAG
1833
Polaris Wealth Advisory Group
California
$317K +$43.5K +983 +16%
PWM
1834
Provident Wealth Management
Tennessee
$314K – – –
GI
1835
Glovista Investments
New Jersey
$313K – – –
ATPW
1836
Ashton Thomas Private Wealth
Arizona
$311K +$311K +7,031 New
SFG
1837
SevenBridge Financial Group
Pennsylvania
$311K -$20.3K -460 -6%
LWM
1838
Laidlaw Wealth Management
New York
$311K +$4.69K +106 +2%
JWM
1839
Jupiter Wealth Management
Colorado
$310K – – –
CCP
1840
Cardan Capital Partners
Colorado
$310K +$128K +2,900 +71%
AWP
1841
Ascent Wealth Partners
New York
$307K -$6.85K -155 -2%
PA
1842
Probity Advisors
Texas
$307K -$1.24K -28 -0.4%
CPC
1843
Congress Park Capital
New York
$306K -$281K -6,350 -48%
PSC
1844
Prentiss Smith & Co
Vermont
$306K – – –
TC
1845
Tatro Capital
Kentucky
$306K +$10.9K +244 +4%
BOS
1846
Bank of Stockton
California
$305K -$13.3K -300 -4%
SSI
1847
Scott & Selber Inc
Texas
$305K – – –
BWM
1848
BCS Wealth Management
Tennessee
$305K +$98.4K +2,220 +48%
PCP
1849
Proficio Capital Partners
Massachusetts
$304K +$61.5K +1,773 +25%
JT
1850
Jump Trading
Illinois
$304K +$304K +6,866 New
72 73
74
75 76