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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 %
MSS
2051
Mitchell Sinkler & Starr
Pennsylvania
$236K – – –
BWM
2052
BigSur Wealth Management
Florida
$236K – – –
SCM
2053
SOL Capital Management
Maryland
$235K – – –
AWA
2054
Acorn Wealth Advisors
Michigan
$234K -$2.34K -43 -1%
FA
2055
Fagan Associates
New York
$234K – – –
TWM
2056
Torch Wealth Management
Ohio
$234K +$3.58K +65 +2%
RP
2057
Rice Partnership
Hawaii
$234K +$16.6K +300 +8%
UCMOK
2058
United Capital Management of KS
Kansas
$232K -$39.5K -715 -15%
SCM
2059
Salem Capital Management
Massachusetts
$232K – – –
TWA
2060
TCI Wealth Advisors
Arizona
$232K +$11.2K +203 +5%
GWCM
2061
Godshalk Welsh Capital Management
Pennsylvania
$230K – – –
ACM
2062
Ategra Capital Management
Virginia
$229K +$277 +5 +0.1%
DS
2063
DRW Securities
Illinois
$229K +$229K +4,185 New
RIS
2064
Retirement Income Solutions
Michigan
$228K -$102K -1,833 -31%
MJP
2065
Michael J. Puzo
$228K – – –
VST
2066
Van Strum & Towne
California
$228K – – –
DI
2067
Disciplined Investments
Oklahoma
$228K +$228K +4,125 New
CCP
2068
Cardan Capital Partners
Colorado
$227K – – –
OFW
2069
Omnia Family Wealth
Florida
$226K – – –
NQWM
2070
Northwest Quadrant Wealth Management
Oregon
$226K +$996 +18 +0.4%
SFPM
2071
Sensible Financial Planning & Management
Massachusetts
$225K +$225K +4,072 New
GHAM
2072
Gilman Hill Asset Management
Connecticut
$224K -$57.6K -1,040 -20%
AWM
2073
Argent Wealth Management
Massachusetts
$224K +$224K +4,056 New
AIP
2074
Ahrens Investment Partners
Louisiana
$223K +$775 +14 +0.3%
OSNBOA
2075
Old Second National Bank of Aurora
Illinois
$223K +$13.9K +251 +7%
81 82
83
84 85