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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 %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$17.7B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.5B +$439M +9,931,754 +3%
BlackRock
3
BlackRock
New York
$12.4B +$230M +5,199,670 +2%
State Street
4
State Street
Massachusetts
$8.19B +$79.8M +1,787,004 +1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$4.54B +$456M +10,308,917 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.6B -$173M -3,901,402 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.46B -$6.78M -153,219 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.39B +$52.4M +1,186,959 +2%
Northern Trust
9
Northern Trust
Illinois
$2.2B -$28.6M -647,177 -1%
Morgan Stanley
10
Morgan Stanley
New York
$2.15B -$101M -2,271,677 -4%
Bank of America
11
Bank of America
North Carolina
$2.04B -$242M -5,468,866 -11%
Capital Research Global Investors
12
Capital Research Global Investors
California
$1.95B -$650M -14,680,562 -25%
Capital World Investors
13
Capital World Investors
California
$1.69B +$256M +5,792,057 +18%
Norges Bank
14
Norges Bank
Norway
$1.61B +$3.26M +73,572 +0.2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.56B -$2.45M -55,422 -0.2%
Charles Schwab
16
Charles Schwab
California
$1.5B +$331M +7,472,441 +28%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.28B +$12.5M +281,504 +1%
Capital International Investors
18
Capital International Investors
California
$1.23B -$1.24B -28,026,702 -50%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.14B +$47.5M +1,071,814 +4%
UBS Group
20
UBS Group
Switzerland
$1.11B -$79M -1,785,635 -7%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.05B -$41.5M -937,581 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1B -$68M -1,537,366 -6%
Wells Fargo
23
Wells Fargo
California
$986M +$70M +1,582,256 +8%
UBS AM
24
UBS AM
Illinois
$941M +$238M +5,388,734 +34%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$916M – – –
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