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 %
AAM
1951
Aureus Asset Management
Massachusetts
$248K -$14.2K -320 -5%
BCM
1952
Becker Capital Management
Oregon
$248K -$5.53K -125 -2%
HCM
1953
Hutchinson Capital Management
California
$248K – – –
BWM
1954
Baystate Wealth Management
Massachusetts
$248K +$4.65K +105 +2%
SSWG
1955
Seven Springs Wealth Group
Tennessee
$247K – – –
VCM
1956
Versant Capital Management
Arizona
$247K +$8.52K +193 +4%
IRAG
1957
Investment Research & Advisory Group
Georgia
$247K +$34.1K +771 +16%
RDWM
1958
Red Door Wealth Management
Tennessee
$245K -$57.4K -1,298 -19%
LWM
1959
Liberty Wealth Management
California
$245K -$10.1K -229 -4%
FCFC
1960
First Citizens Financial Corp
Iowa
$245K +$14.2K +320 +6%
SA
1961
SL Advisors
New Jersey
$244K -$181K -4,088 -43%
IRC
1962
Investors Research Corp
Georgia
$244K – – –
IIC
1963
Integrated Investment Consultants
Michigan
$244K +$487 +11 +0.2%
MC
1964
Miramar Capital
Illinois
$244K +$621 +14 +0.3%
IFAM
1965
Institutional & Family Asset Management
Colorado
$244K +$6.96K +157 +3%
ACM
1966
Ategra Capital Management
Virginia
$243K +$59.7K +1,350 +33%
MC
1967
Montag & Caldwell
Georgia
$243K -$34K -770 -12%
VCP
1968
Verus Capital Partners
Arizona
$241K +$18.1K +410 +8%
HIIFS
1969
Harel Insurance Investments & Financial Services
Israel
$241K +$24.6K +555 +11%
CG
1970
Corundum Group
Colorado
$240K -$7.49K -169 -3%
ECM
1971
Elgethun Capital Management
South Dakota
$240K -$6.41K -145 -3%
AA
1972
Advisory Alpha
Michigan
$240K +$38.3K +849 +19%
VA
1973
Valmark Advisers
Ohio
$238K +$3.76K +85 +2%
VCM
1974
Vigilant Capital Management
Maine
$237K +$31.6K +712 +15%
CFD
1975
Creative Financial Designs
Indiana
$237K +$188K +4,253 +382%
77 78
79
80 81