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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 %
BSPF
2301
British Steel Pension Fund
United Kingdom
– -$406K -7,344 Closed
RTS
2302
Round Table Services
New Jersey
– -$372K -6,726 Closed
PI
2303
PEAK6 Investments
Illinois
– -$372K -6,715 Closed
SCI
2304
Stableford Capital II
Arizona
– -$365K -6,598 Closed
DPI
2305
Diversified Portfolios Inc
Michigan
– -$360K -6,496 Closed
XSC
2306
X-Square Capital
Puerto Rico
– -$350K -6,330 Closed
OC
2307
Oarsman Capital
Wisconsin
– -$344K -6,209 Closed
AAM
2308
American Asset Management
Florida
– -$339K -6,126 Closed
WA
2309
Wheatland Advisors
Pennsylvania
– -$338K -6,100 Closed
GC
2310
Gruss & Co
Florida
– -$332K -6,000 Closed
ER
2311
Enlightenment Research
Florida
– -$332K -6,000 Closed
ARTA
2312
A.R.T. Advisors
New York
– -$329K -5,950 Closed
ZF
2313
Zhang Financial
Michigan
– -$327K -5,917 Closed
VSWA
2314
Vontobel Swiss Wealth Advisors
Switzerland
– -$321K -5,800 Closed
RPA
2315
Rock Point Advisors
Vermont
– -$308K -5,570 Closed
OWA
2316
Outlook Wealth Advisors
Texas
– -$300K -5,419 Closed
WG
2317
Watchman Group
Texas
– -$298K -5,390 Closed
WPP
2318
Whalerock Point Partners
Rhode Island
– -$292K -5,279 Closed
MSU
2319
Mizuho Securities USA
New York
– -$292K -5,270 Closed
SAM
2320
Secure Asset Management
Michigan
– -$287K -5,181 Closed
MKC
2321
M. Kraus & Co
Vermont
– -$277K -5,009 Closed
WPA
2322
Winning Points Advisors
Florida
– -$272K -4,917 Closed
BSAM
2323
Blue Square Asset Management
New York
– -$268K -4,836 Closed
CIP
2324
Capital Insight Partners
Arizona
– -$264K -4,768 Closed
BB
2325
Bell Bank
North Dakota
– -$259K -4,684 Closed
91 92
93
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