KO icon

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 %
GIA
901
Granite Investment Advisors
New Hampshire
$2.5M +$66.2K +1,341 +3%
WPW
902
Waldron Private Wealth
Pennsylvania
$2.49M +$65.9K +1,324 +3%
NWP
903
Northstar Wealth Partners
Connecticut
$2.49M -$122K -2,471 -5%
WP
904
WMS Partners
Maryland
$2.49M -$4.1K -83 -0.2%
VAG
905
VisionPoint Advisory Group
Texas
$2.49M -$704K -14,248 -22%
ACM
906
Advent Capital Management
New York
$2.47M – – –
BFEC
907
Benjamin F. Edwards & Company
Missouri
$2.46M +$99.6K +2,017 +4%
CCM
908
Crossvault Capital Management
Texas
$2.45M +$183K +3,700 +8%
S
909
Seeyond
France
$2.44M -$315K -6,372 -11%
TF
910
TRH Financial
Iowa
$2.44M +$423K +8,567 +21%
WSCM
911
Wellington Shields Capital Management
New York
$2.42M -$44.9K -910 -2%
GH
912
GAM Holding
Switzerland
$2.42M -$93.2K -1,887 -4%
RPWA
913
Regent Peak Wealth Advisors
Georgia
$2.42M +$114K +2,312 +5%
RWA
914
Ropes Wealth Advisors
Massachusetts
$2.42M -$82.9K -1,679 -3%
MMHP
915
Murphy Middleton Hinkle & Parker
Georgia
$2.42M -$43.7K -885 -2%
FAM
916
Fred Alger Management
New York
$2.41M -$18.8M -379,972 -89%
WPA
917
West Paces Advisors
Georgia
$2.41M -$37.7K -764 -2%
FMWA
918
Forvis Mazars Wealth Advisors
Missouri
$2.41M -$9.33K -189 -0.4%
LWANC
919
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.4M +$155K +3,146 +7%
HP
920
Hikari Power
Japan
$2.39M – – –
PTC
921
Philadelphia Trust Company
Pennsylvania
$2.38M -$7.52M -152,445 -76%
IA
922
IFP Advisors
Florida
$2.37M -$819K -16,588 -26%
SWIG
923
Strategic Wealth Investment Group
Kentucky
$2.36M +$337K +6,823 +17%
BTW
924
Boston Trust Walden
Massachusetts
$2.36M -$33.7K -683 -1%
WKWM
925
Walter & Keenan Wealth Management
Indiana
$2.35M -$24.2K -491 -1%
35 36
37
38 39