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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 %
PAM
926
Palisade Asset Management
Minnesota
$2.35M +$78.8K +1,596 +3%
RIL
927
Rothschild Investment LLC
Illinois
$2.34M +$32.2K +652 +1%
CHJWM
928
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.33M +$67K +1,251 +3%
FMBTD
929
First Midwest Bank Trust Division
Illinois
$2.33M -$270K -5,474 -10%
TTWM
930
TCV Trust & Wealth Management
Virginia
$2.32M -$18K -365 -0.8%
IMRF
931
Illinois Municipal Retirement Fund
Illinois
$2.32M +$1.22M +24,665 +110%
EIM
932
Essex Investment Management
Massachusetts
$2.32M -$175K -3,547 -7%
BBNA
933
Bremer Bank National Association
Minnesota
$2.32M -$4.54K -92 -0.2%
BAS
934
Brown Advisory Securities
Maryland
$2.31M -$74.9K -1,516 -3%
HAG
935
HighPoint Advisor Group
Illinois
$2.31M +$92.2K +1,864 +4%
CA
936
Callahan Advisors
Texas
$2.31M +$494 +10 +0%
FPB
937
First PREMIER Bank
South Dakota
$2.29M +$61.7K +1,250 +3%
KWM
938
Kingsview Wealth Management
Oregon
$2.29M -$8.44K -171 -0.4%
DWM
939
Doyle Wealth Management
Florida
$2.28M -$9.92M -200,855 -81%
PP
940
Paloma Partners
Connecticut
$2.28M -$6.86M -138,865 -75%
KFP
941
Keystone Financial Planning
Ohio
$2.28M +$9.73K +197 +0.4%
BHA
942
Beech Hill Advisors
New York
$2.27M -$112K -2,270 -5%
RPG
943
Resource Planning Group
Georgia
$2.27M +$839 +17 +0%
P
944
Pitcairn
Pennsylvania
$2.27M +$153K +3,101 +7%
BCM
945
Bayesian Capital Management
New York
$2.24M -$2.74M -55,467 -55%
JWM
946
Jackson Wealth Management
Florida
$2.24M +$170K +3,444 +8%
DPIM
947
Duff & Phelps Investment Management
Illinois
$2.24M – – –
CT
948
Clearstead Trust
Maine
$2.23M +$56.3K +1,140 +3%
AWM
949
Altium Wealth Management
New York
$2.22M +$134K +2,719 +6%
RFA
950
Reilly Financial Advisors
California
$2.22M +$419K +8,485 +23%
36 37
38
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