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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 %
HS
2201
Horan Securities
United States
$13K +$13K +300 New
WCM
2202
Wealthcare Capital Management
Virginia
$10K -$3.23K -73 -24%
JIR
2203
James Investment Research
Ohio
$9K – – –
GTAM
2204
Global Trust Asset Management
Florida
$9K – – –
AW
2205
Avion Wealth
Texas
$9K +$9K +196 New
NEIRG
2206
New England Investment & Retirement Group
Massachusetts
$9K +$9K +200 New
TI
2207
tru Independence
Oregon
$8.54K -$3.38K -2,423 -28%
CFG
2208
CKW Financial Group
Hawaii
$8K -$32K -800 -80%
HWM
2209
Holloway Wealth Management
Florida
$8K -$9K – –
AWM
2210
Avondale Wealth Management
Texas
$8K – – –
NC
2211
NewSquare Capital
Pennsylvania
$7K -$36.2K -771 -84%
CCM
2212
Cribstone Capital Management
Maine
$7K -$28K -600 -80%
WIM
2213
Westside Investment Management
California
$6.75K +$6.75K +2,481 New
CAN
2214
Claraphi Advisory Network
United States
$6K +$6K +143 New
OAM
2215
Optimal Asset Management
California
$5.99K +$3.69K +83,402 +161%
EWM
2216
Elmwood Wealth Management
California
$5.3K +$5.3K +122 New
TCCM
2217
Timber Creek Capital Management
Massachusetts
$5K – – –
RWG
2218
Regal Wealth Group
California
$5K +$5K +112 New
SQA
2219
Simon Quick Advisors
New Jersey
$3K -$23.9K -598 -89%
LSA
2220
Lion Street Advisors
Texas
$3K +$3K +68 New
FCH
2221
Freestone Capital Holdings
Washington
$2.43K +$2 +56 +0.1%
FA
2222
Fortis Advisors
Pennsylvania
$2K – – –
WB
2223
West Bancorporation
Iowa
$2K – – –
CP
2224
Corbenic Partners
Pennsylvania
$2K – – –
FFW
2225
Fusion Family Wealth
New York
$2K – – –
87 88
89
90 91