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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 %
SWM
2101
Shakespeare Wealth Management
Wisconsin
$212K -$1.22K -22 -0.6%
HCP
2102
Holt Capital Partners
Texas
$212K – – –
PTP
2103
Platform Technology Partners
New York
$212K +$212K +3,836 New
LBD
2104
Landsberg Bennett & Dubbaneh
Florida
$210K -$9.3K -168 -4%
FAM
2105
Fenimore Asset Management
New York
$210K – – –
PAIM
2106
Punch & Associates Investment Management
Minnesota
$210K +$210K +3,787 New
MAM
2107
Marotta Asset Management
Virginia
$209K +$209K +3,561 New
LFG
2108
LifePlan Financial Group
Ohio
$208K +$11.1K +200 +6%
APW
2109
Aurora Private Wealth
New Jersey
$207K +$207K +3,741 New
MC
2110
Machina Capital
France
$206K -$4.82M -87,012 -96%
PK
2111
Pflug Koory
Nebraska
$206K -$33.3K -600 -14%
IA
2112
Icon Advisers
Colorado
$205K -$11.1K -200 -5%
BEAM
2113
Baker Ellis Asset Management
Washington
$205K – – –
PWS
2114
Private Wealth Strategies
Ohio
$205K +$205K +3,706 New
TVWM
2115
Tower View Wealth Management
Wisconsin
$204K +$2.38K +43 +1%
BEI
2116
Benjamin Edwards Inc
Missouri
$203K -$7.81K -141 -4%
PWP
2117
Personal Wealth Partners
Minnesota
$203K – – –
PA
2118
Parkside Advisors
California
$203K – – –
CFW
2119
CA Family Wealth
California
$203K +$203K +3,661 New
LWM
2120
Lenox Wealth Management
Ohio
$202K – – –
FC
2121
FCA Corp
Texas
$202K +$202K +3,641 New
BCM
2122
Breiter Capital Management
Florida
$202K +$202K +3,647 New
CWM
2123
Cahaba Wealth Management
Georgia
$202K +$202K +3,659 New
DOA
2124
D'Orazio & Associates
Virginia
$197K +$331 +6 +0.2%
LFA
2125
Lighthouse Financial Advisors
Maryland
$195K +$195K +3,526 New
83 84
85
86 87