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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 %
IAS
876
Investment Advisory Services
Texas
$2.65M +$45.6K +923 +2%
HCM
877
Hodges Capital Management
Texas
$2.65M +$312K +6,327 +13%
MA
878
Mutual Advisors
Nebraska
$2.64M +$220K +4,459 +9%
VAS
879
Vestmark Advisory Solutions
Massachusetts
$2.64M +$247K +5,004 +10%
Lido Advisors
880
Lido Advisors
California
$2.64M -$321K -6,446 -11%
WAM
881
Weatherly Asset Management
California
$2.63M +$405K +8,200 +18%
CCM
882
Chickasaw Capital Management
Tennessee
$2.63M -$19.4K -393 -0.7%
SGI
883
Summit Global Investments
Utah
$2.63M +$47.5K +961 +2%
CGC
884
Continental Grain Company
New York
$2.62M – – –
LBC
885
Lawrence B. Cohen
$2.61M +$131K +2,657 +5%
TI
886
Truehand Inc
New Hampshire
$2.6M – – –
GRQ
887
Gardner Russo & Quinn
Pennsylvania
$2.6M – – –
SNT
888
Security National Trust
West Virginia
$2.6M -$26.4K -535 -1%
CIA
889
Choate Investment Advisors
Massachusetts
$2.58M +$2.47K +50 +0.1%
MCM
890
Monument Capital Management
Virginia
$2.58M +$29.5K +598 +1%
SFA
891
Semmax Financial Advisors
North Carolina
$2.57M -$6.61K -134 -0.3%
CT
892
Cambridge Trust
Massachusetts
$2.57M -$56K -1,135 -2%
GJIC
893
Gamble Jones Investment Counsel
California
$2.57M -$49.4K -1,000 -2%
BCM
894
Buckhead Capital Management
Georgia
$2.56M -$20.8K -422 -0.8%
SBWIC
895
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.56M +$104K +2,100 +4%
CFSG
896
Community Financial Services Group
Vermont
$2.55M -$74.8K -1,514 -3%
SC
897
Savant Capital
Illinois
$2.54M -$7.45K -151 -0.3%
WWM
898
Western Wealth Management
Colorado
$2.52M -$111K -2,239 -4%
IWM
899
IHT Wealth Management
Illinois
$2.52M +$389K +7,878 +18%
HCM
900
Howland Capital Management
Massachusetts
$2.52M -$19.5K -395 -0.8%
34 35
36
37 38