KO icon

Coca-Cola
KO

Overview Fund Activity

2,254 hedge funds and large institutions have $129B invested in Coca-Cola in 2020 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 995 increasing their positions, 855 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+25
Holders Change %
+1.12%
% of All Funds
46.33%
Holding in Top 10
75
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-27.18%
% of All Funds
1.54%
New
148
Increased
995
Reduced
855
Closed
103
Calls
$1.08B
Puts
$1.44B
Net Calls
-$368M
Net Calls Change
-$486M

Top Buyers

1
BlackRock
BlackRock
New York
+$836M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$272M
3
Norges Bank
Norges Bank
Norway
+$260M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$234M
5
Franklin Resources
Franklin Resources
California
+$166M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$603M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$543M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$518M
4
Capital World Investors
Capital World Investors
California
-$430M
5
Deutsche Bank
Deutsche Bank
Germany
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
YL
626
YCG LLC
Texas
$4.54M -$258K -5,766 -5%
SC
627
Sepio Capital
Utah
$4.54M +$64.2K +1,437 +1%
CK
628
Cohen Klingenstein
New York
$4.52M – – –
MAM
629
Meeder Asset Management
Ohio
$4.51M +$1.72M +38,481 +62%
BCM
630
Bayesian Capital Management
New York
$4.51M +$1.34M +29,900 +42%
SCA
631
Spearhead Capital Advisors
Florida
$4.51M +$286K +6,404 +7%
HFS
632
Haverford Financial Services
Pennsylvania
$4.51M -$10K -224 -0.2%
AP
633
Advisor Partners
California
$4.49M +$176K +3,932 +4%
DWM
634
Destination Wealth Management
California
$4.49M +$133K +2,976 +3%
RC
635
RBF Capital
California
$4.47M – – –
BA
636
BCM Advisors
Louisiana
$4.47M -$147K -3,294 -3%
TCOT
637
Trust Company of Toledo
Ohio
$4.45M +$23.3K +522 +0.5%
CWS
638
Cypress Wealth Services
California
$4.42M +$12.5K +279 +0.3%
SA
639
Sicart Associates
New York
$4.42M +$319K +7,071 +8%
LOPW
640
Live Oak Private Wealth
North Carolina
$4.42M +$3.29M +73,654 +292%
WIC
641
Willis Investment Counsel
Georgia
$4.4M +$332K +7,432 +8%
TWM
642
TLW Wealth Management
Florida
$4.39M +$154K +3,451 +4%
CNC
643
Canandaigua National Corp
New York
$4.39M +$4.39M +98,167 New
MCM
644
MAI Capital Management
Ohio
$4.37M +$535K +11,965 +14%
PGIM
645
Pacific Global Investment Management
California
$4.35M -$229K -5,135 -5%
BST
646
Bath Savings Trust
Maine
$4.34M -$56.1K -1,256 -1%
FB
647
Fulton Bank
Pennsylvania
$4.31M -$656K -14,690 -13%
HCMT
648
Highland Capital Management (Tennessee)
Tennessee
$4.31M -$258K -5,763 -6%
TC
649
TownSquare Capital
Utah
$4.29M +$47.5K +1,050 +1%
JPMIA
650
J.P. Marvel Investment Advisors
Massachusetts
$4.29M – – –
24 25
26
27 28