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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 %
TFGT
2051
TS Financial Group (TSFG)
Illinois
$194K -$5.1K -115 -3%
SCA
2052
Stuart Chaussee & Associates
California
$183K -$240K -5,444 -57%
SC
2053
Solstein Capital
California
$183K -$22.9K -517 -11%
DI
2054
Disciplined Investments
Oklahoma
$183K +$795 +18 +0.4%
OSNBOA
2055
Old Second National Bank of Aurora
Illinois
$183K +$4.43K +100 +2%
CCA
2056
Column Capital Advisors
Indiana
$176K -$1.33K -30 -0.7%
WCMN
2057
Westchester Capital Management (Nebraska)
Nebraska
$176K – – –
FQ
2058
First Quadrant
California
$175K – – –
VIM
2059
Veritas Investment Management
United Kingdom
$174K +$174K +3,930 New
CL
2060
CSS LLC
Illinois
$173K +$173K +3,900 New
CIA
2061
Cascade Investment Advisors
Oregon
$169K -$8.85K -200 -5%
LFG
2062
LifePlan Financial Group
Ohio
$166K -$621 -14 -0.4%
BAM
2063
Bellevue Asset Management
Washington
$166K +$24.5K +526 +17%
BEAM
2064
Baker Ellis Asset Management
Washington
$164K – – –
PK
2065
Pflug Koory
Nebraska
$164K – – –
S
2066
Seeyond
France
$163K -$6.94K -3,064 -4%
WAM
2067
Wolverine Asset Management
Illinois
$161K +$161K +3,653 New
TCM
2068
Tradewinds Capital Management
Washington
$158K +$4.64K +105 +3%
HFA
2069
HC Financial Advisors
California
$158K +$158K +3,572 New
PFO
2070
Pathstone Family Office
New Jersey
$155K +$75.7K +1,694 +95%
MHR
2071
Matthew Hamilton Rosenberg
$155K +$155K +3,499 New
WCG
2072
Weaver Consulting Group
California
$154K -$58.5K -1,326 -28%
TC
2073
Trust Company
Kansas
$153K -$45.2K -1,020 -23%
PAA
2074
Peregrine Asset Advisers
Oregon
$153K -$20.7K -467 -12%
OSAM
2075
O'Shaughnessy Asset Management
Connecticut
$152K -$203K -4,585 -57%
81 82
83
84 85