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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 %
VST
2351
Van Strum & Towne
California
– -$228K -4,125 Closed
RIS
2352
Retirement Income Solutions
Michigan
– -$228K -4,113 Closed
NQWM
2353
Northwest Quadrant Wealth Management
Oregon
– -$226K -4,084 Closed
OFW
2354
Omnia Family Wealth
Florida
– -$226K -4,079 Closed
SFPM
2355
Sensible Financial Planning & Management
Massachusetts
– -$225K -4,072 Closed
AWM
2356
Argent Wealth Management
Massachusetts
– -$224K -4,056 Closed
OBWP
2357
O'Brien Wealth Partners
Massachusetts
– -$221K -4,042 Closed
AIP
2358
Ahrens Investment Partners
Louisiana
– -$223K -4,026 Closed
BFG
2359
Barber Financial Group
Kansas
– -$222K -4,016 Closed
WPC
2360
White Pine Capital
Minnesota
– -$222K -4,015 Closed
FCA
2361
FLC Capital Advisors
California
– -$222K -4,008 Closed
FFIC
2362
First Fiduciary Investment Counsel
Ohio
– -$221K -4,000 Closed
BCM
2363
BTC Capital Management
Iowa
– -$222K -4,000 Closed
MWM
2364
MinichMacGregor Wealth Management
New York
– -$220K -3,986 Closed
SRC
2365
Sage Rhino Capital
California
– -$221K -3,978 Closed
FNBSF
2366
First National Bank Sioux Falls
South Dakota
– -$220K -3,967 Closed
NCM
2367
Northwest Capital Management
Oregon
– -$219K -3,955 Closed
LSC
2368
Lesa Sroufe & Co
Washington
– -$218K -3,944 Closed
PPP
2369
Private Portfolio Partners
New Jersey
– -$218K -3,940 Closed
CWM
2370
Confluence Wealth Management
Oregon
– -$218K -3,932 Closed
SWM
2371
Shakespeare Wealth Management
Wisconsin
– -$212K -3,837 Closed
HCP
2372
Holt Capital Partners
Texas
– -$212K -3,822 Closed
FAM
2373
Fenimore Asset Management
New York
– -$210K -3,799 Closed
PAIM
2374
Punch & Associates Investment Management
Minnesota
– -$210K -3,787 Closed
OFS
2375
Oldfather Financial Services
Nebraska
– -$213K -3,734 Closed
93 94
95
96 97