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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 %
CANC
1901
Culbertson A N & Co
Virginia
$278K -$8.86K -200 -3%
CCFM
1902
Clear Creek Financial Management
Washington
$278K -$6.17K -132 -2%
FHC
1903
First Heartland Consultants
Missouri
$278K -$2.08K -47 -0.7%
ACH
1904
ArrowMark Colorado Holdings
Colorado
$278K – – –
CHP
1905
Cable Hill Partners
Oregon
$278K – – –
TSWM
1906
Triangle Securities Wealth Management
North Carolina
$277K -$5.94K -134 -2%
FMTC
1907
Farmers & Merchants Trust Company
California
$277K +$23K +520 +9%
MWM
1908
Madison Wealth Management
Ohio
$275K -$16.7K -377 -6%
DA
1909
Dillon & Associates
Michigan
$274K -$79.3K -1,802 -22%
WF
1910
WoodTrust Financial
Wisconsin
$274K – – –
AIM
1911
Avity Investment Management
Connecticut
$274K – – –
LWM
1912
Lyell Wealth Management
California
$273K -$58.2K -1,300 -18%
MWPCG
1913
Measured Wealth Private Client Group
New Hampshire
$273K +$273K +6,159 New
GWM
1914
Gray Wealth Management
Maine
$273K +$273K +6,168 New
SWP
1915
Summit Wealth Partners
Florida
$272K – – –
PA
1916
PSI Advisors
Florida
$272K -$44.9K -1,015 -14%
ST
1917
Sentinel Trust
Texas
$272K +$272K +6,159 New
SIA
1918
Starfire Investment Advisers
Michigan
$271K -$32.4K -735 -11%
DDPIC
1919
Deroy & Devereaux Private Investment Counsel
Michigan
$271K – – –
REMPR
1920
Roof Eidam Maycock Peralta (REMP)
California
$270K +$17.7K +400 +7%
CSWG
1921
Cardinal Strategic Wealth Guidance
Kentucky
$269K -$17.5K -396 -6%
SFS
1922
Strategic Financial Services
New York
$268K -$10.9K -246 -4%
HL
1923
HeadInvest LLC
Maine
$267K +$29.4K +664 +12%
AC
1924
Apella Capital
Connecticut
$266K +$266K +6,000 New
CYG
1925
Clean Yield Group
Vermont
$265K -$36.9K -833 -12%
75 76
77
78 79