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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 %
IFAM
1951
Institutional & Family Asset Management
Colorado
$296K -$28.8K -520 -9%
CAMG
1952
CWA Asset Management Group
Florida
$295K +$50.5K +913 +21%
SFG
1953
Sather Financial Group
Texas
$294K +$7.01K +127 +2%
VA
1954
Valmark Advisers
Ohio
$293K -$45.4K -821 -13%
CCM
1955
Canal Capital Management
Virginia
$293K +$1.5K +27 +0.5%
WPP
1956
Whalerock Point Partners
Rhode Island
$292K +$7.69K +139 +3%
MSU
1957
Mizuho Securities USA
New York
$292K +$292K +5,270 New
NGA
1958
Naples Global Advisors
Florida
$291K +$40.9K +739 +16%
LJHT
1959
Laurie J. Hall Trustee
$290K +$22.2K +400 +8%
RWP
1960
RWA Wealth Partners
Massachusetts
$289K -$4.65K -84 -2%
FCFC
1961
First Citizens Financial Corp
Iowa
$289K +$289K +5,214 New
SCM
1962
Silvant Capital Management
Georgia
$288K – – –
NAM
1963
North American Management
Massachusetts
$287K -$61.3K -1,108 -18%
LF
1964
Lantz Financial
Illinois
$287K -$2.98K -54 -1%
FVWA
1965
Foster Victor Wealth Advisors
South Carolina
$287K +$1.09K +20 +0.4%
MWM
1966
Merriman Wealth Management
Washington
$287K +$14.8K +268 +5%
SAM
1967
Secure Asset Management
Michigan
$287K +$287K +5,181 New
AA
1968
Aufman Associates
Pennsylvania
$284K +$284K +5,124 New
WQ
1969
Wealth Quarterback
New Jersey
$284K +$284K +20,797 New
CWM
1970
Concentric Wealth Management
California
$283K – – –
OFS
1971
OneAscent Financial Services
Alabama
$283K +$283K +5,108 New
GSWM
1972
Golden State Wealth Management
California
$282K -$119K -2,147 -30%
TIM
1973
Total Investment Management
Arizona
$282K +$443 +8 +0.2%
SNB
1974
Security National Bank
Nebraska
$281K – – –
FM
1975
Family Management
New York
$281K +$60.3K +1,090 +27%
77 78
79
80 81