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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 %
SIC
2026
Sigma Investment Counselors
Michigan
$212K – – –
W
2027
WealthOne
New York
$212K +$5.75K +130 +3%
VNA
2028
Valley National Advisers
Pennsylvania
$212K +$6.53K +148 +3%
SL
2029
Savior LLC
Massachusetts
$211K -$1.28K -29 -0.6%
CBFP
2030
Cedar Brook Financial Partners
Ohio
$211K +$177 +4 +0.1%
AIM
2031
Acropolis Investment Management
Missouri
$211K +$111K +2,513 +112%
BWA
2032
BlueSky Wealth Advisors
North Carolina
$210K -$11.1K -250 -5%
NC
2033
NovaPoint Capital
Georgia
$210K – – –
HBWM
2034
Hollow Brook Wealth Management
New York
$209K – – –
Wolverine Trading
2035
Wolverine Trading
Illinois
$208K -$16.4M -363,897 -99%
MWM
2036
Merriman Wealth Management
Washington
$208K -$21.3K -483 -9%
LA
2037
LVW Advisors
New York
$207K +$33.9K +765 +20%
MCCP
2038
Mission Creek Capital Partners
California
$206K – – –
HCM
2039
Hengehold Capital Management
Ohio
$206K +$9.53K +215 +5%
FM
2040
Family Management
New York
$205K -$19.3K -437 -9%
PFA
2041
Pathway Financial Advisors
Vermont
$205K – – –
RICHC
2042
Renaissance Investment Consultants Holding Company
Pennsylvania
$205K – – –
WS
2043
Wela Strategies
Georgia
$205K +$839 +19 +0.4%
OAM
2044
Oak Asset Management
California
$204K – – –
CWAG
2045
Compton Wealth Advisory Group
Virginia
$204K – – –
ATFA
2046
All Terrain Financial Advisors
Minnesota
$203K -$35.4K -800 -15%
FSG
2047
Financial Strategies Group
Michigan
$201K +$23.1K +522 +13%
PTP
2048
Platform Technology Partners
New York
$201K +$31.7K +717 +19%
NIM
2049
NuWave Investment Management
New Jersey
$200K +$167K +3,785 +509%
EI
2050
Ellevest Inc
New York
$196K +$94.6K +2,136 +93%
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