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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 %
AO
801
Allen Operations
New York
$3.25M – – –
CCM
802
Coldstream Capital Management
Washington
$3.23M -$346 -7 -0%
GCM
803
Gables Capital Management
Florida
$3.21M -$49.4K -1,000 -2%
EH
804
Equitable Holdings
New York
$3.21M -$148K -2,994 -4%
MFG
805
Monte Financial Group
Connecticut
$3.2M -$330K -6,686 -9%
CFG
806
Citizens Financial Group
Rhode Island
$3.19M -$419K -8,490 -12%
ARMC
807
American Research & Management Company
Massachusetts
$3.19M – – –
WCM
808
Weik Capital Management
Pennsylvania
$3.19M -$55.5K -1,125 -2%
CFA
809
Carroll Financial Associates
North Carolina
$3.17M -$337K -6,830 -10%
NRS
810
Neville Rodie & Shaw
New York
$3.17M -$28.4K -575 -0.9%
TFA
811
Toth Financial Advisory
Virginia
$3.16M +$99 +2 +0%
PAS
812
Park Avenue Securities
New York
$3.15M +$460K +9,322 +17%
EWA
813
EP Wealth Advisors
California
$3.14M -$195K -3,952 -6%
CCT
814
Chemung Canal Trust
New York
$3.13M -$1.45M -29,325 -32%
MSAM
815
Moloney Securities Asset Management
Missouri
$3.12M +$76.4K +1,548 +3%
CCG
816
Cypress Capital Group
Florida
$3.12M +$153K +3,100 +5%
TSS
817
Thomas Story & Son
Indiana
$3.12M – – –
NSEDCP
818
NJ State Employees Deferred Compensation Plan
New Jersey
$3.11M – – –
ODCM
819
Old Dominion Capital Management
Virginia
$3.11M +$93.8K +1,900 +3%
QSS
820
Quantitative Systematic Strategies
Florida
$3.09M +$3.09M +62,676 New
DE
821
Day & Ennis
Georgia
$3.08M +$1.04K +21 +0%
Carson Wealth (CWM LLC)
822
Carson Wealth (CWM LLC)
Nebraska
$3.07M – – –
SBL
823
Sargent Bickham Lagudis
Colorado
$3.04M -$49K -993 -2%
COI
824
Connable Office Inc
Michigan
$3.03M -$266K -5,398 -8%
LNC
825
Lincoln National Corp
Pennsylvania
$3.03M +$26K +527 +0.9%
31 32
33
34 35