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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 %
HWA
826
Heritage Way Advisors
Illinois
$3.03M +$62.1K +1,257 +2%
RA
827
RFG Advisory
Alabama
$3.02M +$35.2K +712 +1%
BOCM
828
Bontempo Ohly Capital Management
Maryland
$3.01M +$31K +628 +1%
PI
829
PFS Investments
Georgia
$3M +$256K +5,191 +9%
TI
830
Trexquant Investment
Connecticut
$3M -$4.68M -94,759 -61%
JCM
831
Jacobi Capital Management
Pennsylvania
$2.99M -$259K -5,218 -8%
AWM
832
Aprio Wealth Management
Georgia
$2.98M -$108K -2,181 -3%
FLI
833
Family Legacy Inc
South Carolina
$2.98M +$11.6K +235 +0.4%
BIM
834
Bridgecreek Investment Management
Oklahoma
$2.98M – – –
BMA
835
Brooks Moore & Associates
Tennessee
$2.97M -$54.3K -1,100 -2%
CC
836
Cipher Capital
New York
$2.96M -$4.04M -81,846 -58%
NSIM
837
North Star Investment Management
Illinois
$2.96M -$82.8K -1,676 -3%
CWM
838
Cornerstone Wealth Management
Missouri
$2.94M +$271K +5,483 +10%
APA
839
American Portfolios Advisors
New York
$2.92M +$108K +2,193 +4%
FCH
840
Freestone Capital Holdings
Washington
$2.92M +$365K +7,387 +14%
WS
841
Wedbush Securities
California
$2.91M -$83.7K -1,695 -3%
HI
842
Horizon Investments
North Carolina
$2.91M -$664K -13,444 -19%
IA
843
IFG Advisory
Georgia
$2.9M +$52.9K +1,071 +2%
PFM
844
Parsec Financial Management
North Carolina
$2.9M +$10.9K +221 +0.4%
BCFS
845
Butensky & Cohen Financial Security
Florida
$2.89M +$128K +2,600 +5%
TBNY
846
Trustco Bank (New York)
New York
$2.88M – – –
WC
847
Woodstock Corp
Massachusetts
$2.88M – – –
ADBIC
848
A.D. Beadell Investment Counsel
Wisconsin
$2.87M -$32.1K -650 -1%
BBA
849
BLB&B Advisors
Pennsylvania
$2.87M -$16.6K -336 -0.6%
PCIA
850
Prime Capital Investment Advisors
Kansas
$2.86M +$833K +18,015 +41%
32 33
34
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