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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 %
NPF
1976
Norris Perne & French
Michigan
$235K -$68.6K -1,550 -23%
PV
1977
Private Vista
Illinois
$235K -$8.16K -184 -3%
CCM
1978
Canal Capital Management
Virginia
$235K +$1.37K +31 +0.6%
FIM
1979
Fernwood Investment Management
Massachusetts
$235K +$38.2K +862 +19%
AIM
1980
Axiom Investment Management
New York
$235K +$235K +5,323 New
CAMG
1981
CWA Asset Management Group
Florida
$233K -$3.41K -77 -1%
SCM
1982
Silvant Capital Management
Georgia
$233K – – –
RWP
1983
RWA Wealth Partners
Massachusetts
$231K – – –
SFG
1984
Sather Financial Group
Texas
$230K -$5.62K -127 -2%
Ninety One (UK)
1985
Ninety One (UK)
United Kingdom
$229K -$201K -4,537 -47%
NAM
1986
North American Management
Massachusetts
$229K – – –
GL
1987
Graypoint LLC
New York
$229K +$229K +5,194 New
VWM
1988
Valley Wealth Managers
New Jersey
$228K -$112K -2,544 -33%
AA
1989
Aufman Associates
Pennsylvania
$227K – – –
OFS
1990
OneAscent Financial Services
Alabama
$227K +$1.41K +32 +0.6%
CFG
1991
CMC Financial Group
Georgia
$227K +$22.1K +500 +11%
HA
1992
HC Advisors
Georgia
$227K +$227K +5,140 New
CWM
1993
Concentric Wealth Management
California
$226K – – –
TIM
1994
Total Investment Management
Arizona
$225K – – –
SNB
1995
Security National Bank
Nebraska
$225K – – –
DIM
1996
DC Investments Management
Virginia
$225K +$225K +5,090 New
AWA
1997
Acorn Wealth Advisors
Michigan
$224K +$25.9K +563 +13%
NGA
1998
Naples Global Advisors
Florida
$223K -$9.37K -212 -4%
OAM
1999
Occidental Asset Management
California
$223K – – –
TVWM
2000
Tower View Wealth Management
Wisconsin
$223K +$60.1K +1,360 +37%
78 79
80
81 82