KO icon

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 %
ESCM
2251
Echo Street Capital Management
New York
– -$7.85M -141,763 Closed
FSCP
2252
Franklin Street Capital Partners
New York
– -$7.75M -140,000 Closed
IMC Chicago
2253
IMC Chicago
Illinois
– -$6.9M -124,695 Closed
QSS
2254
Quantitative Systematic Strategies
Florida
– -$6.7M -120,982 Closed
SFI
2255
Susquehanna Fundamental Investments
Pennsylvania
– -$6.2M -111,991 Closed
DA
2256
Duality Advisers
Florida
– -$5.74M -103,743 Closed
MC
2257
Maverick Capital
Texas
– -$5.69M -102,871 Closed
UFF
2258
USA Financial Formulas
Michigan
– -$4.98M -89,928 Closed
SSG
2259
Summit Securities Group
New York
– -$4.76M -85,900 Closed
BAM
2260
Bell Asset Management
Australia
– -$4.57M -82,510 Closed
RIA
2261
Regal Investment Advisors
Michigan
– -$3.61M -65,150 Closed
PRS
2262
Pinkerton Retirement Specialists
Idaho
– -$2.94M -53,038 Closed
PAS
2263
Park Avenue Securities
New York
– -$2.66M -48,029 Closed
JWCA
2264
J.W. Cole Advisors
Florida
– -$2.54M -45,915 Closed
BHWA
2265
Beacon Harbor Wealth Advisors
Virginia
– -$2.44M -44,162 Closed
AFA
2266
Arlington Financial Advisors
California
– -$2.37M -42,841 Closed
PIMJS
2267
PKO Investment Management Joint-Stock
Poland
– -$2.28M -41,266 Closed
PFT
2268
Providence First Trust
Arizona
– -$2.21M -40,006 Closed
PL
2269
Perpetual Ltd
Australia
– -$1.86M -33,738 Closed
HI
2270
Hoey Investments
Pennsylvania
– -$1.82M -32,847 Closed
AP
2271
Adero Partners
California
– -$1.61M -29,032 Closed
MCAI
2272
Members Capital Advisors Inc
Wisconsin
– -$1.61M -29,013 Closed
VIG
2273
Vienna Insurance Group
Poland
– -$1.48M -26,691 Closed
WCM
2274
Weld Capital Management
New York
– -$1.39M -25,026 Closed
CVM
2275
Cheviot Value Management
California
– -$1.31M -23,645 Closed
89 90
91
92 93