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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 %
TT
2176
TI-Trust
Illinois
$99K +$99K +1,793 New
SIS
2177
Sound Income Strategies
Florida
$98K +$12.1K +218 +14%
CA
2178
Centerpoint Advisors
Massachusetts
$97K +$389 +7 +0.4%
CAM
2179
CenterStar Asset Management
Illinois
$95K – – –
PWMG
2180
Prestige Wealth Management Group
New Jersey
$95K +$6.33K +114 +7%
ICM
2181
Islay Capital Management
Texas
$93K +$93K +1,668 New
SC
2182
Sawyer & Company
Massachusetts
$89K – – –
CIAS
2183
CBIZ Investment Advisory Services
Ohio
$88K – – –
KIG
2184
Kessler Investment Group
Indiana
$87K -$6K -109 -6%
FMP
2185
Financial Management Professionals
Texas
$87K – – –
MA
2186
MCF Advisors
Kentucky
$84K – – –
AIM
2187
Arcadia Investment Management
Michigan
$83K – – –
1NWS
2188
1 North Wealth Services
Maryland
$81K -$9.19K -165 -10%
EWA
2189
Evolution Wealth Advisors
Florida
$80K +$63.8K +1,146 +392%
CDIA
2190
Capital Directions Investment Advisors
Georgia
$77K – – –
AWM
2191
AllSquare Wealth Management
New York
$77K – – –
FEG
2192
Financial Enhancement Group
Indiana
$77K – – –
TF
2193
TimeScale Financial
Massachusetts
$77K +$55 +1 +0.1%
IA
2194
IndexIQ Advisors
New York
$74K +$74K +1,331 New
CWA
2195
Capital Wealth Alliance
Arizona
$71K +$71K +1,218 New
FGAM
2196
Financial Gravity Asset Management
Texas
$70K -$31.5K -317 -31%
BC
2197
Barnett & Company
Tennessee
$70K +$33.2K +604 +90%
FWM
2198
Filbrandt Wealth Management
Wisconsin
$70K +$70K +1,270 New
KAS
2199
Kemnay Advisory Services
New York
$69K – – –
MWP
2200
Meridian Wealth Partners
Pennsylvania
$69K +$69K +1,247 New
86 87
88
89 90