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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 %
SL
1976
Salomon & Ludwin
Virginia
$281K +$116K +2,094 +70%
EGM
1977
Engineers Gate Manager
New York
$280K -$532K -9,606 -66%
OAM
1978
Occidental Asset Management
California
$279K +$8.29K +150 +3%
VCP
1979
Verus Capital Partners
Arizona
$279K +$279K +5,035 New
BWA
1980
BlueSky Wealth Advisors
North Carolina
$277K -$11.1K -200 -4%
MKC
1981
M. Kraus & Co
Vermont
$277K – – –
LDFR
1982
Lehman & Derafelo Financial Resources
Pennsylvania
$277K +$332 +6 +0.1%
MLFP
1983
MPS Loria Financial Planners
Illinois
$277K +$2.76K +50 +1%
EIP
1984
Ellis Investment Partners
Pennsylvania
$276K +$933 +17 +0.3%
CSA
1985
Cottage Street Advisors
Massachusetts
$275K -$1.05K -19 -0.4%
PJSIMP
1986
P.J. Schmidt Investment Management (PJS)
Wisconsin
$275K – – –
MAS
1987
Managed Account Services
Florida
$275K +$166 +3 +0.1%
TAM
1988
Townsend Asset Management
North Carolina
$275K +$275K +4,972 New
MCA
1989
Magnolia Capital Advisors
Mississippi
$273K +$273K +4,939 New
BI
1990
Ballast Inc
Kentucky
$272K -$2.27K -41 -0.8%
LCM
1991
Liberty Capital Management
Michigan
$272K – – –
WPA
1992
Winning Points Advisors
Florida
$272K – – –
HIIFS
1993
Harel Insurance Investments & Financial Services
Israel
$271K -$9.09K -164 -3%
SA
1994
SRH Advisors
Kansas
$269K +$1.05K +19 +0.4%
BSAM
1995
Blue Square Asset Management
New York
$268K +$268K +4,836 New
PFA
1996
Pathway Financial Advisors
Vermont
$267K -$274K -4,800 -51%
MC
1997
Mathes Company
New York
$267K – – –
TLP
1998
Trinity Legacy Partners
Texas
$267K +$2.49K +45 +0.9%
HFG
1999
Heron Financial Group
New York
$267K +$267K +4,474 New
IRAG
2000
Investment Research & Advisory Group
Georgia
$267K +$267K +4,816 New
78 79
80
81 82