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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 %
BWA
1876
Beam Wealth Advisors
Louisiana
$289K -$7.65K -173 -3%
GIP
1877
Granite Investment Partners
California
$289K – – –
PCS
1878
Personal CFO Solutions
New Jersey
$289K +$117K +2,645 +68%
SCM
1879
Sterneck Capital Management
Missouri
$288K – – –
SAG
1880
Spotlight Asset Group
Illinois
$288K – – –
PVWM
1881
Point View Wealth Management
New Jersey
$287K +$7.2K +163 +3%
BHWM
1882
Bay Harbor Wealth Management
Maryland
$287K +$36.5K +825 +15%
MGIA
1883
Matthew Goff Investment Advisor
Texas
$286K +$9.61K +217 +3%
T2I
1884
Turim 21 Investimentos
Brazil
$286K +$286K +6,462 New
MAM
1885
Magellan Asset Management
Australia
$286K +$286K +6,474 New
WOC
1886
West Oak Capital
California
$285K – – –
GAM
1887
Garrison Asset Management
Arkansas
$285K +$2.88K +65 +1%
FWM
1888
FSA Wealth Management
Massachusetts
$284K – – –
1W
1889
1776 Wealth
Georgia
$284K +$142K +2,868 +100%
BIM
1890
Baldwin Investment Management
Pennsylvania
$283K +$22.1K +500 +8%
GSWM
1891
Golden State Wealth Management
California
$282K +$57K +1,289 +25%
WKWM
1892
Walter & Keenan Wealth Management
Indiana
$281K -$1.59M -37,625 -85%
BKA
1893
Brick & Kyle Associates
Pennsylvania
$281K – – –
HHGA
1894
Halbert Hargrove Global Advisors
California
$281K +$3.9K +88 +1%
AMCA
1895
Arthur M. Cohen & Associates
Illinois
$281K +$15.6K +370 +6%
KL
1896
KWMG LLC
Kansas
$280K -$2.74K -62 -1%
IMOV
1897
Investment Management of Virginia
Virginia
$279K -$231K -5,225 -45%
GC
1898
Gilbert & Cook
Iowa
$279K +$19.5K +441 +8%
TAM
1899
Townsend Asset Management
North Carolina
$279K +$59.2K +1,340 +27%
UF
1900
Univest Financial
Pennsylvania
$278K -$3.45M -78,015 -93%
74 75
76
77 78