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Coca-Cola
KO

Overview Fund Activity

2,254 hedge funds and large institutions have $129B invested in Coca-Cola in 2020 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 995 increasing their positions, 855 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,254
Holders Change
+25
Holders Change %
+1.12%
% of All Funds
46.33%
Holding in Top 10
75
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-27.18%
% of All Funds
1.54%
New
148
Increased
995
Reduced
855
Closed
103
Calls
$1.08B
Puts
$1.44B
Net Calls
-$368M
Net Calls Change
-$486M

Top Buyers

1
BlackRock
BlackRock
New York
+$836M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$272M
3
Norges Bank
Norges Bank
Norway
+$260M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$234M
5
Franklin Resources
Franklin Resources
California
+$166M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$603M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$543M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$518M
4
Capital World Investors
Capital World Investors
California
-$430M
5
Deutsche Bank
Deutsche Bank
Germany
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHA
926
Beech Hill Advisors
New York
$2.16M +$236K +5,275 +12%
WKWM
927
Walter & Keenan Wealth Management
Indiana
$2.15M +$1.85M +41,513 +623%
NEI
928
Northwest & Ethical Investments
Ontario, Canada
$2.14M +$113K +2,540 +6%
RHDIC
929
R.H. Dinel Investment Counsel
California
$2.14M – – –
BFEC
930
Benjamin F. Edwards & Company
Missouri
$2.13M +$497K +11,115 +30%
TTWM
931
TCV Trust & Wealth Management
Virginia
$2.12M -$68.4K -1,530 -3%
HCM
932
Hodges Capital Management
Texas
$2.12M -$38.3K -857 -2%
ZB
933
Zions Bancorporation
Utah
$2.12M -$356K -7,971 -14%
WC
934
Westhampton Capital
North Carolina
$2.1M +$592K +13,245 +39%
BBNA
935
Bremer Bank National Association
Minnesota
$2.1M +$12.2K +274 +0.6%
PTC
936
Private Trust Company
Ohio
$2.09M +$62.1K +1,373 +3%
RIL
937
Rothschild Investment LLC
Illinois
$2.09M -$424K -9,492 -17%
CA
938
Callahan Advisors
Texas
$2.09M +$46.1K +1,032 +2%
RPWA
939
Regent Peak Wealth Advisors
Georgia
$2.08M -$181K -4,048 -8%
KWM
940
Kingsview Wealth Management
Oregon
$2.08M +$80.1K +1,793 +4%
RPG
941
Resource Planning Group
Georgia
$2.06M +$1.79K +40 +0.1%
PAM
942
Palisade Asset Management
Minnesota
$2.05M +$285K +6,379 +16%
KFP
943
Keystone Financial Planning
Ohio
$2.05M -$93.1K -2,084 -4%
CCM
944
Crossvault Capital Management
Texas
$2.05M +$1.55M +34,605 +306%
SSW
945
Smith Shellnut Wilson
Mississippi
$2.05M -$81.9K -1,834 -4%
FDCC
946
Foster Dykema Cabot & Co
Massachusetts
$2.03M -$84.3K -1,886 -4%
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.03M +$90.9K +2,036 +5%
DPIM
948
Duff & Phelps Investment Management
Illinois
$2.03M +$60.3K +1,350 +3%
CHJWM
949
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.03M +$241K +5,011 +13%
FPB
950
First PREMIER Bank
South Dakota
$2.02M +$84.9K +1,900 +4%
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