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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 %
TH
2026
Timber Hill
Connecticut
$255K +$255K +4,600 New
MWM
2027
MBE Wealth Management
Wisconsin
$255K +$255K +4,618 New
AP
2028
Arlington Partners
Alabama
$254K +$5.54K +100 +2%
WAM
2029
Weiss Asset Management
Massachusetts
$253K -$22.7K -411 -8%
AAP
2030
Arax Advisory Partners
Colorado
$252K -$29.9K -540 -11%
OCM
2031
Orser Capital Management
Texas
$251K +$11.1K +200 +5%
BL
2032
Balentine LLC
Georgia
$251K +$153K +2,769 +156%
AA
2033
Advisory Alpha
Michigan
$251K -$17.5K -311 -7%
PAM
2034
Private Asset Management
California
$249K -$168K -3,029 -40%
ACM
2035
Alethea Capital Management
Washington
$249K – – –
GWAG
2036
Garrett Wealth Advisory Group
Texas
$249K – – –
TFGT
2037
TS Financial Group (TSFG)
Illinois
$249K – – –
IUHSA
2038
Itau Unibanco Holding S.A.
Brazil
$248K -$706K -12,741 -74%
TCPWM
2039
Traverso Chambers Private Wealth Management
California
$247K -$12.7K -230 -5%
ANB
2040
Amarillo National Bank
Texas
$247K – – –
TC
2041
Trust Company
Kansas
$247K – – –
HAC
2042
Harbor Advisory Corp
New Hampshire
$247K – – –
FIM
2043
Fernwood Investment Management
Massachusetts
$246K -$11.1K -200 -4%
HCM
2044
Hengehold Capital Management
Ohio
$245K – – –
RWM
2045
Reston Wealth Management
Virginia
$245K – – –
FFG
2046
Frisch Financial Group
New York
$245K +$14.6K +263 +6%
SSA
2047
South Street Advisors
New York
$244K +$244K +4,400 New
GLR
2048
Great Lakes Retirement
Ohio
$238K +$238K +4,310 New
CA
2049
Capital Advantage
California
$237K +$20.8K +360 +10%
BA
2050
Baugh & Associates
Georgia
$236K -$2.1K -38 -0.9%
80 81
82
83 84