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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 %
BCM
1926
Becker Capital Management
Oregon
$317K +$16.2K +292 +5%
RP
1927
Riverbridge Partners
Minnesota
$316K – – –
REMPR
1928
Roof Eidam Maycock Peralta (REMP)
California
$315K – – –
BPWA
1929
Beacon Pointe Wealth Advisors
California
$314K -$34.9K -624 -10%
BHWM
1930
Bay Harbor Wealth Management
Maryland
$314K -$34.3K -619 -10%
JLBC
1931
J.L. Bainbridge & Co
Florida
$314K +$1.38K +25 +0.4%
HCM
1932
Hutchinson Capital Management
California
$310K – – –
ECM
1933
Elgethun Capital Management
South Dakota
$309K +$55 +1 +0%
CG
1934
Corundum Group
Colorado
$309K +$11.2K +202 +4%
RPA
1935
Rock Point Advisors
Vermont
$308K +$2.49K +45 +0.8%
SSWG
1936
Seven Springs Wealth Group
Tennessee
$308K +$308K +5,572 New
SFG
1937
StrategIQ Financial Group
Indiana
$307K +$23.3K +422 +8%
TWM
1938
Titus Wealth Management
California
$307K +$29.5K +533 +11%
IRC
1939
Investors Research Corp
Georgia
$306K – – –
WA
1940
Wealth Architects
California
$305K -$74.3K -1,345 -20%
IIC
1941
Integrated Investment Consultants
Michigan
$304K -$35.7K -645 -11%
BWM
1942
Baystate Wealth Management
Massachusetts
$304K -$3.65K -66 -1%
PV
1943
Private Vista
Illinois
$301K +$18.5K +336 +7%
AF
1944
Apexium Financial
Texas
$301K +$301K +5,433 New
OWA
1945
Outlook Wealth Advisors
Texas
$300K -$295K -5,335 -50%
AAS
1946
Annex Advisory Services
Wisconsin
$300K -$5.15K -93 -2%
ATFA
1947
All Terrain Financial Advisors
Minnesota
$298K – – –
VCM
1948
Versant Capital Management
Arizona
$298K +$10.8K +195 +4%
WG
1949
Watchman Group
Texas
$298K +$298K +5,390 New
HL
1950
HeadInvest LLC
Maine
$297K +$11K +199 +4%
76 77
78
79 80