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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 %
GAM
2126
Gemmer Asset Management
California
$192K -$664 -12 -0.3%
TCM
2127
Tradewinds Capital Management
Washington
$192K +$85.8K +1,551 +81%
TCWM
2128
Total Clarity Wealth Management
Illinois
$178K +$178K +3,224 New
ME
2129
McIlrath & Eck
Washington
$175K +$52.8K +956 +43%
PCTC
2130
Perkins Coie Trust Company
Washington
$171K – – –
APW
2131
Acima Private Wealth
Virginia
$171K +$37.7K +683 +28%
BAM
2132
Bellevue Asset Management
Washington
$168K +$168K +3,039 New
BWP
2133
Baldwin Wealth Partners
Massachusetts
$167K – – –
SCP
2134
Syntal Capital Partners
Texas
$167K +$1.27K +23 +0.8%
ACM
2135
AUA Capital Management
Pennsylvania
$166K – – –
JSC
2136
Jackson Square Capital
California
$166K +$166K +2,997 New
CH
2137
Canton Hathaway
Rhode Island
$163K – – –
EWP
2138
Engrave Wealth Partners
Texas
$162K +$162K +2,938 New
SIAS
2139
Shine Investment Advisory Services
Colorado
$160K – – –
LWA
2140
Lenox Wealth Advisors
New York
$159K -$56.8K -1,026 -26%
BWA
2141
Burt Wealth Advisors
Maryland
$158K -$125K -2,265 -44%
MCM
2142
MV Capital Management
Maryland
$158K -$4.37K -79 -3%
1W
2143
1776 Wealth
Georgia
$158K +$158K +2,868 New
SAM
2144
Security Asset Management
New York
$157K – – –
BCI
2145
Brinker Capital Investments
Pennsylvania
$151K +$27.7K +499 +22%
AFIA
2146
America First Investment Advisors
Nebraska
$148K – – –
HWM
2147
Howard Wealth Management
Connecticut
$140K +$140K +2,537 New
BCM
2148
Bourgeon Capital Management
Connecticut
$136K – – –
1IA
2149
1834 Investment Advisors
Wisconsin
$136K +$11.1K +200 +9%
FP
2150
Financial Perspectives
Minnesota
$134K +$134K +2,425 New
84 85
86
87 88