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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 %
RBC
2151
Roble Belko & Company
Pennsylvania
$133K – – –
SMG
2152
Spectrum Management Group
Indiana
$130K – – –
EWM
2153
Endurance Wealth Management
Rhode Island
$129K – – –
PO
2154
Private Ocean
California
$127K -$6.71K -121 -5%
EI
2155
Ellevest Inc
New York
$127K +$18.4K +332 +17%
WFMPM
2156
Woodley Farra Manion Portfolio Management
Indiana
$127K +$127K +2,301 New
AIM
2157
Acropolis Investment Management
Missouri
$125K +$125K +2,250 New
SLF
2158
Sun Life Financial
Ontario, Canada
$124K -$50.2K -905 -29%
LD
2159
Lipe & Dalton
New York
$122K – – –
SFG
2160
Sowa Financial Group
Rhode Island
$121K +$121K +2,192 New
ST
2161
Sageworth Trust
Pennsylvania
$117K +$33K +600 +39%
PAM
2162
Paradigm Asset Management
New York
$116K +$16.6K +300 +17%
MIFH
2163
Migdal Insurance & Financial Holdings
Israel
$115K -$243K -4,379 -68%
EARNEST Partners
2164
EARNEST Partners
Georgia
$112K – – –
VRM
2165
Vectors Research Management
New York
$110K – – –
IAS
2166
IMA Advisory Services
Colorado
$109K +$1.11K +20 +1%
PP
2167
Pacifica Partners
Canada
$109K +$109K +1,965 New
MAWCM
2168
Mine & Arao Wealth Creation & Management
California
$108K +$108K +1,952 New
FWM
2169
Focused Wealth Management
New York
$105K -$5.31K -96 -5%
LWA
2170
Lowe Wealth Advisors
Maryland
$105K – – –
PCM
2171
Penserra Capital Management
California
$104K -$1.41M -24,067 -93%
GWS
2172
Glassman Wealth Services
Virginia
$104K +$3.17K +57 +3%
HCA
2173
Horan Capital Advisors
Ohio
$104K +$5.52K +100 +6%
SC
2174
Steph & Co
Wisconsin
$102K +$102K +1,838 New
RA
2175
Rational Advisors
New York
$99K -$3.78M -68,994 -97%
85 86
87
88 89