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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 %
HIM
951
Harbour Investment Management
Washington
$2.21M +$100K +2,034 +5%
IC
952
IEQ Capital
California
$2.2M +$172K +3,475 +8%
AUB
953
Atlantic Union Bankshares
Virginia
$2.2M +$27.8K +564 +1%
GD
954
Grandfield & Dodd
New York
$2.2M – – –
BMO
955
Beck Mack & Oliver
New York
$2.2M -$24.8K -503 -1%
BWP
956
BSW Wealth Partners
Colorado
$2.2M -$26.8K -543 -1%
NIM
957
Northeast Investment Management
Massachusetts
$2.19M +$3.75K +76 +0.2%
RHDIC
958
R.H. Dinel Investment Counsel
California
$2.18M -$80.3K -1,700 -4%
III
959
Independent Investors Inc
New York
$2.18M – – –
SCM
960
Southport Capital Management
Tennessee
$2.17M +$44.9K +910 +2%
CAM
961
CenterStar Asset Management
Illinois
$2.17M -$3.11M – –
PAI
962
Pittenger & Anderson Inc
Nebraska
$2.16M +$105K +2,125 +5%
IC
963
Investment Counsel
Michigan
$2.16M – – –
CAM
964
Cypress Asset Management
Texas
$2.16M +$515K +10,433 +31%
MCM
965
Mengis Capital Management
Oregon
$2.15M +$225K +4,552 +12%
TCM
966
Tran Capital Management
California
$2.15M -$2.92M -59,130 -58%
CIAS
967
Capital Investment Advisory Services
North Carolina
$2.15M +$543 +11 +0%
MHS
968
M Holdings Securities
Oregon
$2.14M +$43.8K +888 +2%
HH
969
Hilltop Holdings
Texas
$2.13M +$31.9K +646 +2%
PCG
970
Private Capital Group
Connecticut
$2.12M +$47.6K +956 +2%
FDCC
971
Foster Dykema Cabot & Co
Massachusetts
$2.11M -$141K -2,852 -6%
ACM
972
Allred Capital Management
Texas
$2.1M -$7.6K -154 -0.4%
CAG
973
Csenge Advisory Group
Florida
$2.08M +$16.9K +346 +0.8%
BFA
974
Bragg Financial Advisors
North Carolina
$2.08M -$53.3K -1,080 -3%
PIA
975
Perennial Investment Advisors
California
$2.06M +$63.7K +1,290 +3%
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