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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 %
RBC
2101
Roble Belko & Company
Pennsylvania
$106K – – –
SLF
2102
Sun Life Financial
Ontario, Canada
$98K -$1.2K -27 -1%
CAGAS
2103
Capital Advisory Group Advisory Services
Minnesota
$98K +$98K +2,213 New
NCM
2104
New Capital Management
Texas
$97K -$80.8K -1,824 -45%
ME
2105
McIlrath & Eck
Washington
$97K -$43K -973 -31%
SFG
2106
Sowa Financial Group
Rhode Island
$97K – – –
LD
2107
Lipe & Dalton
New York
$97K – – –
HR
2108
Howe & Rusling
New York
$95K +$68.3K +1,538 +256%
ST
2109
Sageworth Trust
Pennsylvania
$94K – – –
PAM
2110
Paradigm Asset Management
New York
$92.9K – – –
EARNEST Partners
2111
EARNEST Partners
Georgia
$90K – – –
PCM
2112
Penserra Capital Management
California
$89K +$7.22K +157 +9%
PP
2113
Pacifica Partners
Canada
$88K -$3.01K -65 -3%
FWM
2114
Focused Wealth Management
New York
$88K +$4.4K +100 +5%
HIM
2115
Hillsdale Investment Management
Ontario, Canada
$88K +$85.3K +1,920 +3,200%
ACA
2116
Atlas Capital Advisors
Wyoming
$87.5K +$87.5K +1,977 New
IAS
2117
IMA Advisory Services
Colorado
$87K – – –
MAWCM
2118
Mine & Arao Wealth Creation & Management
California
$86K – – –
LWA
2119
Lowe Wealth Advisors
Maryland
$84K – – –
PO
2120
Private Ocean
California
$82K -$18.2K -416 -18%
SC
2121
Steph & Co
Wisconsin
$81K – – –
BWA
2122
BDO Wealth Advisors
Florida
$79K +$44.4K +1,005 +128%
VRM
2123
Vectors Research Management
New York
$78K -$10.1K -228 -11%
CCM
2124
Cox Capital Management
Massachusetts
$77K +$77K +1,390 New
GC
2125
Grace Capital
Massachusetts
$76K +$8.84K +200 +13%
83 84
85
86 87