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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 %
MC
2376
Machina Capital
France
– -$206K -3,715 Closed
PWS
2377
Private Wealth Strategies
Ohio
– -$205K -3,706 Closed
PA
2378
Parkside Advisors
California
– -$203K -3,665 Closed
PWP
2379
Personal Wealth Partners
Minnesota
– -$203K -3,663 Closed
CFW
2380
CA Family Wealth
California
– -$203K -3,661 Closed
CWM
2381
Cahaba Wealth Management
Georgia
– -$202K -3,659 Closed
BCM
2382
Breiter Capital Management
Florida
– -$202K -3,647 Closed
FC
2383
FCA Corp
Texas
– -$202K -3,641 Closed
MAM
2384
Marotta Asset Management
Virginia
– -$209K -3,561 Closed
LFA
2385
Lighthouse Financial Advisors
Maryland
– -$195K -3,526 Closed
TCWM
2386
Total Clarity Wealth Management
Illinois
– -$178K -3,224 Closed
BCI
2387
Brinker Capital Investments
Pennsylvania
– -$151K -2,723 Closed
HWM
2388
Howard Wealth Management
Connecticut
– -$140K -2,537 Closed
HCA
2389
Horan Capital Advisors
Ohio
– -$104K -1,884 Closed
AC
2390
Asio Capital
Kentucky
– -$88 -1,600 Closed
AP
2391
Americana Partners
Texas
– -$68K -1,236 Closed
CWA
2392
Capital Wealth Alliance
Arizona
– -$71K -1,218 Closed
PC
2393
Permit Capital
Pennsylvania
– -$65K -1,175 Closed
PCM
2394
Price Capital Management
Louisiana
– -$50K -900 Closed
IWA
2395
Intercontinental Wealth Advisors
Texas
– -$31K -520 Closed
AWA
2396
Artemis Wealth Advisors
New York
– -$26.3K -475 Closed
MS
2397
Mizuho Securities
Japan
– -$22K -400 Closed
SIC
2398
Samalin Investment Counsel
New York
– -$17K -322 Closed
UOTTAIMCU
2399
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$12K -225 Closed
IF
2400
Ironwood Financial
Arizona
– -$11K -200 Closed
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