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Coca-Cola
KO

Overview Fund Activity

2,290 hedge funds and large institutions have $142B invested in Coca-Cola in 2020 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 909 increasing their positions, 947 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
+36
Holders Change %
+1.6%
% of All Funds
46.33%
Holding in Top 10
75
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.52%
New
145
Increased
909
Reduced
947
Closed
93
Calls
$1.51B
Puts
$1.95B
Net Calls
-$439M
Net Calls Change
-$71.4M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$735M
2
Franklin Resources
Franklin Resources
California
+$396M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$370M
4
Ameriprise
Ameriprise
Minnesota
+$324M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$492M
2
Capital World Investors
Capital World Investors
California
-$390M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$341M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$198M
5
State Street
State Street
Massachusetts
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
751
Boston Family Office
Massachusetts
$3.63M -$142K -2,867 -4%
CB
752
Cadence Bank
Mississippi
$3.63M -$26.2K -531 -0.7%
AIM
753
Anchor Investment Management
South Carolina
$3.63M +$134K +2,713 +4%
WIC
754
WealthBridge Investment Counsel
Alberta, Canada
$3.62M – – –
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$3.61M -$92K -1,863 -2%
BHWM
756
Bar Harbor Wealth Management
New Hampshire
$3.61M -$188K -3,815 -5%
NAM
757
NorthCoast Asset Management
Connecticut
$3.59M -$2.5M -50,581 -41%
JWBC
758
J.W. Burns & Co
New York
$3.59M -$16.3K -330 -0.5%
CFS
759
Cannon Financial Strategists
Georgia
$3.58M -$163K -3,310 -4%
CBN
760
Cadence Bank NA
Texas
$3.58M +$186K +3,766 +5%
PL
761
Parthenon LLC
Kentucky
$3.58M – – –
BAM
762
Barrett Asset Management
New York
$3.58M +$207K +4,200 +6%
SFFS
763
Stonehage Fleming Financial Services
Jersey
$3.57M +$3.57M +72,284 New
LCM
764
Legato Capital Management
California
$3.57M +$1.15M +23,200 +47%
GA
765
GFS Advisors
Texas
$3.55M -$87.1K -1,765 -2%
SWMG
766
Signature Wealth Management Group
Georgia
$3.54M +$47.9K +970 +1%
CCG
767
Chatham Capital Group
Georgia
$3.54M -$19.2K -388 -0.5%
KTM
768
Keeler Thomas Management
Utah
$3.54M +$181K +3,675 +5%
SBIA
769
Sheaff Brock Investment Advisors
Indiana
$3.52M -$31.3K -634 -0.9%
VFA
770
Valeo Financial Advisors
Indiana
$3.51M +$623K +12,622 +22%
SAM
771
Stansberry Asset Management
Texas
$3.5M +$145K +2,929 +4%
CC
772
Chicago Capital
Illinois
$3.5M +$8.54K +173 +0.2%
GWM
773
Geneos Wealth Management
Colorado
$3.5M -$269K -5,519 -7%
NPT
774
Nixon Peabody Trust
Massachusetts
$3.5M +$128K +2,595 +4%
BPGAM
775
BTG Pactual Global Asset Management
Bermuda
$3.49M +$3.49M +70,673 New
29 30
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