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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 %
WIP
2326
Wellesley Investment Partners
Massachusetts
– -$258K -4,671 Closed
WTFG
2327
Wells Trecaso Financial Group
Ohio
– -$256K -4,611 Closed
WAM
2328
Weiss Asset Management
Massachusetts
– -$253K -4,575 Closed
OCM
2329
Orser Capital Management
Texas
– -$251K -4,539 Closed
GWAG
2330
Garrett Wealth Advisory Group
Texas
– -$249K -4,522 Closed
ACM
2331
Alethea Capital Management
Washington
– -$249K -4,502 Closed
PAM
2332
Private Asset Management
California
– -$249K -4,498 Closed
IUHSA
2333
Itau Unibanco Holding S.A.
Brazil
– -$248K -4,473 Closed
ANB
2334
Amarillo National Bank
Texas
– -$247K -4,469 Closed
TCPWM
2335
Traverso Chambers Private Wealth Management
California
– -$247K -4,464 Closed
HAC
2336
Harbor Advisory Corp
New Hampshire
– -$247K -4,456 Closed
RWM
2337
Reston Wealth Management
Virginia
– -$245K -4,430 Closed
FFG
2338
Frisch Financial Group
New York
– -$245K -4,420 Closed
GLR
2339
Great Lakes Retirement
Ohio
– -$238K -4,310 Closed
BA
2340
Baugh & Associates
Georgia
– -$236K -4,265 Closed
BWM
2341
BigSur Wealth Management
Florida
– -$236K -4,263 Closed
MSS
2342
Mitchell Sinkler & Starr
Pennsylvania
– -$236K -4,257 Closed
SCM
2343
SOL Capital Management
Maryland
– -$235K -4,239 Closed
RP
2344
Rice Partnership
Hawaii
– -$234K -4,235 Closed
FA
2345
Fagan Associates
New York
– -$234K -4,230 Closed
SCM
2346
Salem Capital Management
Massachusetts
– -$232K -4,200 Closed
UCMOK
2347
United Capital Management of KS
Kansas
– -$232K -4,198 Closed
DS
2348
DRW Securities
Illinois
– -$229K -4,185 Closed
GWCM
2349
Godshalk Welsh Capital Management
Pennsylvania
– -$230K -4,150 Closed
MJP
2350
Michael J. Puzo
– -$228K -4,125 Closed
92 93
94
95 96