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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 %
SIS
2076
Sound Income Strategies
Florida
$152K +$74.2K +1,682 +95%
LWM
2077
Lenox Wealth Management
Ohio
$147K -$15.5K -348 -10%
GAM
2078
Gemmer Asset Management
California
$147K -$6.64K -150 -4%
PWMG
2079
Prestige Wealth Management Group
New Jersey
$145K +$69.7K +1,584 +93%
DOA
2080
D'Orazio & Associates
Virginia
$141K -$16.5K -374 -10%
PCTC
2081
Perkins Coie Trust Company
Washington
$139K +$2.38K +54 +2%
APW
2082
Acima Private Wealth
Virginia
$137K – – –
CG
2083
Cutler Group
California
$137K +$133K +3,000 +3,000%
BWP
2084
Baldwin Wealth Partners
Massachusetts
$134K – – –
AS
2085
Altshuler Shaham
Israel
$134K +$127K +2,865 +1,897%
ACM
2086
AUA Capital Management
Pennsylvania
$133K – – –
SL
2087
Salomon & Ludwin
Virginia
$132K -$92.4K -2,094 -41%
NICM
2088
Neo Ivy Capital Management
New York
$131K +$131K +2,967 New
SIAS
2089
Shine Investment Advisory Services
Colorado
$128K – – –
MCM
2090
MV Capital Management
Maryland
$127K – – –
JSC
2091
Jackson Square Capital
California
$126K -$6.64K -150 -5%
SAM
2092
Security Asset Management
New York
$126K – – –
BWA
2093
Burt Wealth Advisors
Maryland
$114K -$12.4K -280 -10%
EWP
2094
Engrave Wealth Partners
Texas
$113K -$16.1K -366 -12%
BCM
2095
Bourgeon Capital Management
Connecticut
$113K +$4.07K +92 +4%
FP
2096
Financial Perspectives
Minnesota
$113K +$5.4K +122 +5%
EWM
2097
Endurance Wealth Management
Rhode Island
$112K +$9.38K +212 +9%
LWA
2098
Lenox Wealth Advisors
New York
$109K -$17.8K -403 -14%
PGAM
2099
Princeton Global Asset Management
New Jersey
$109K – – –
CH
2100
Canton Hathaway
Rhode Island
$108K -$22.9K -515 -17%
82 83
84
85 86