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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 %
BCMIO
2226
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +45 New
WA
2227
WBH Advisory
Maryland
$1.45K -$2 -41 -0.1%
WAMC
2228
Western Asset Management Company
California
$1K +$1K +15 New
SMH
2229
Sanders Morris Harris
Texas
$1K +$526 +9,600 +111%
NL
2230
NWAM LLC
Washington
$414 +$90 +2,028 +28%
HF
2231
Halpern Financial
Virginia
$94 – – –
CSIA
2232
Charles Schwab Investment Advisory
California
– -$304M -5,488,163 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2233
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$62.4M -1,127,630 Closed
ZIG
2234
Zurich Insurance Group
Switzerland
– -$48.4M -873,762 Closed
PC
2235
Packer & Co
Australia
– -$42M -759,078 Closed
WA
2236
WestEnd Advisors
North Carolina
– -$34.3M -619,047 Closed
Pacer Advisors
2237
Pacer Advisors
Pennsylvania
– -$24.6M -444,011 Closed
Balyasny Asset Management
2238
Balyasny Asset Management
Illinois
– -$18.8M -340,201 Closed
Capstone Investment Advisors
2239
Capstone Investment Advisors
New York
– -$18.6M -335,230 Closed
SAM
2240
Sawgrass Asset Management
Florida
– -$18.1M -326,404 Closed
CC
2241
Carlson Capital
Texas
– -$14.8M -266,994 Closed
NLI
2242
Nippon Life Insurance
Japan
– -$13.5M -244,384 Closed
SC
2243
Samlyn Capital
New York
– -$13.3M -240,250 Closed
AIM
2244
Achmea Investment Management
Netherlands
– -$12.5M -225,892 Closed
AI
2245
Atria Investments
North Carolina
– -$11.3M -204,573 Closed
KRC
2246
Kehrs Ridge Capital
New Jersey
– -$11.1M -200,000 Closed
JFA
2247
Johanson Financial Advisors
California
– -$3.18M -176,064 Closed
BCM
2248
Bluefin Capital Management
New York
– -$9.65M -174,336 Closed
CC
2249
Capital Counsel
New York
– -$9.49M -171,391 Closed
Westfield Capital Management
2250
Westfield Capital Management
Massachusetts
– -$8.25M -148,980 Closed
88 89
90
91 92