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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 %
SWA
1851
Stratos Wealth Advisors
Ohio
$303K -$23.1K -523 -7%
CWM
1852
Cabot Wealth Management
Massachusetts
$303K – – –
CM
1853
Castleark Management
Illinois
$302K – – –
LB
1854
Legacy Bridge
Iowa
$302K +$4.96K +112 +2%
DIM
1855
Delta Investment Management
California
$301K -$121K -2,750 -29%
CS
1856
Cannell & Spears
New York
$301K -$73.7K -1,664 -20%
KFI
1857
Key Financial Inc
Pennsylvania
$301K – – –
TFO
1858
Tarbox Family Office
California
$301K +$14K +316 +5%
FPCM
1859
Financial Partners Capital Management
New York
$301K +$301K +6,800 New
SWM
1860
Selective Wealth Management
Virginia
$299K – – –
VNB
1861
Virginia National Bank
Virginia
$298K -$3.89K -88 -1%
FAG
1862
Financial Advisory Group
Texas
$298K – – –
BA
1863
Bristlecone Advisors
Washington
$297K -$200K -4,524 -40%
POIA
1864
Pin Oak Investment Advisors
Texas
$297K -$8.86K -200 -3%
OI
1865
Oakbrook Investments
Illinois
$296K -$1.6M -36,200 -84%
FUBT
1866
First United Bank & Trust
Maryland
$296K -$2.3K -52 -0.8%
MW
1867
Marcum Wealth
Ohio
$296K +$40.7K +919 +16%
CWC
1868
Carolinas Wealth Consulting
North Carolina
$296K +$296K +6,662 New
AC
1869
Avestar Capital
New York
$295K -$85.7K -1,916 -23%
PI
1870
Pettee Investors
Connecticut
$294K – – –
SC
1871
Searle & Co
Connecticut
$292K – – –
MIC
1872
Meridian Investment Counsel
California
$292K +$15.7K +354 +6%
SAM
1873
SignalPoint Asset Management
Missouri
$291K +$6.28K +142 +2%
TAM
1874
Trillium Asset Management
Massachusetts
$290K – – –
SA
1875
SRH Advisors
Kansas
$290K +$75.3K +1,700 +35%
73 74
75
76 77