KO icon

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 %
VCM
1926
Vision Capital Management
Oregon
$265K – – –
FANJ
1927
Financial Architects (New Jersey)
New Jersey
$263K -$3.99K -90 -1%
SCM
1928
Smith Capital Management
Arkansas
$263K – – –
CCB
1929
Cutter & Co Brokerage
Missouri
$263K – – –
EAM
1930
Evanson Asset Management
California
$262K -$6.73K -152 -3%
SFG
1931
StrategIQ Financial Group
Indiana
$262K +$16.5K +372 +7%
HFA
1932
High Falls Advisors
New York
$261K -$217K -4,900 -45%
AAS
1933
Annex Advisory Services
Wisconsin
$260K +$19.8K +447 +8%
APWM
1934
Atlas Private Wealth Management
New York
$259K +$44 +1 +0%
JLBC
1935
J.L. Bainbridge & Co
Florida
$259K +$8.27K +187 +3%
ED
1936
Exane Derivatives
France
$259K -$150K -3,383 -37%
PHAM
1937
Palisades Hudson Asset Management
Florida
$257K +$353 +8 +0.1%
LF
1938
Lantz Financial
Illinois
$257K +$27.2K +614 +12%
TH
1939
Timber Hill
Connecticut
$255K – – –
FSA
1940
Fort Sheridan Advisors
Illinois
$254K +$78.3K +1,770 +45%
TCM
1941
Tuttle Capital Management
Connecticut
$254K +$254K +5,748 New
SCA
1942
Sippican Capital Advisors
Massachusetts
$253K – – –
RP
1943
Riverbridge Partners
Minnesota
$252K – – –
TWM
1944
Titus Wealth Management
California
$252K +$6.64K +150 +3%
WMSA
1945
Weiss Multi-Strategy Advisers
New York
$251K -$7.57M -171,019 -97%
MCA
1946
Magnolia Capital Advisors
Mississippi
$251K +$32.3K +730 +15%
AAP
1947
Arax Advisory Partners
Colorado
$251K +$49.2K +1,110 +24%
HI
1948
Hendershot Investments
Virginia
$249K -$7.51K -170 -3%
WA
1949
Wealth Architects
California
$249K +$5.17K +117 +2%
KFA
1950
Kays Financial Advisory
Georgia
$248K -$16.5K -372 -6%
76 77
78
79 80