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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 %
KFI
1851
Key Financial Inc
Pennsylvania
$370K +$370K +6,688 New
PI
1852
Pettee Investors
Connecticut
$368K – – –
LAS
1853
Lloyd Advisory Services
Georgia
$367K +$367K +6,630 New
SC
1854
Searle & Co
Connecticut
$366K -$1.77K -32 -0.5%
SCI
1855
Stableford Capital II
Arizona
$365K -$774 -14 -0.2%
TC
1856
Tatro Capital
Kentucky
$365K +$365K +6,596 New
MWM
1857
Madison Wealth Management
Ohio
$365K +$365K +6,600 New
TAM
1858
Trillium Asset Management
Massachusetts
$363K -$613K -11,073 -63%
KLCM
1859
KG&L Capital Management
Louisiana
$363K -$3.54K -64 -1%
BKA
1860
Brick & Kyle Associates
Pennsylvania
$362K -$38.5K -676 -10%
GIP
1861
Granite Investment Partners
California
$361K – – –
SCM
1862
Sterneck Capital Management
Missouri
$360K – – –
DPI
1863
Diversified Portfolios Inc
Michigan
$360K +$152K +2,744 +73%
CANC
1864
Culbertson A N & Co
Virginia
$358K – – –
TFO
1865
Tarbox Family Office
California
$358K +$4.75K +86 +1%
CSWG
1866
Cardinal Strategic Wealth Guidance
Kentucky
$358K +$358K +6,475 New
WOC
1867
West Oak Capital
California
$357K – – –
SAM
1868
SignalPoint Asset Management
Missouri
$357K +$9.64K +174 +3%
FWM
1869
FSA Wealth Management
Massachusetts
$355K +$355K +6,414 New
KL
1870
KWMG LLC
Kansas
$354K -$1.16K -21 -0.3%
ACP
1871
Aviance Capital Partners
Florida
$354K – – –
TSWM
1872
Triangle Securities Wealth Management
North Carolina
$353K -$49.8K -900 -12%
GAM
1873
Garrison Asset Management
Arkansas
$353K -$1.44K -26 -0.4%
PWAG
1874
Polaris Wealth Advisory Group
California
$351K -$26.8K -471 -7%
WMA
1875
Wealth Management Associates
New Jersey
$351K -$5.42K -98 -2%
73 74
75
76 77