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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 %
MG
1076
Mather Group
Illinois
$1.7M +$4.79K +97 +0.3%
CPC
1077
Consolidated Planning Corp
Georgia
$1.68M +$139K +2,814 +9%
HI
1078
Hudock Inc
Pennsylvania
$1.67M -$159K -3,225 -9%
APG
1079
Abacus Planning Group
South Carolina
$1.67M +$36.5K +740 +2%
VFP
1080
Verus Financial Partners
Virginia
$1.67M +$1.3M +26,291 +352%
PL
1081
Perpetual Ltd
Australia
$1.67M – – –
AMC
1082
Asset Management Corp
Illinois
$1.67M +$120K +2,432 +8%
LHC
1083
Little House Capital
Massachusetts
$1.67M -$4.29K -87 -0.3%
CC
1084
Cedar Capital
Illinois
$1.65M +$180K +3,655 +12%
FA
1085
FCG Advisors
New Jersey
$1.65M -$197 -4 -0%
LS
1086
Leelyn Smith
Illinois
$1.65M +$19.2K +388 +1%
TYCC
1087
Texas Yale Capital Corp
Florida
$1.65M +$49.4K +1,000 +3%
RIM
1088
Redwood Investment Management
Arizona
$1.64M +$1.34M +27,133 +447%
FPFS
1089
First Personal Financial Services
North Carolina
$1.64M -$29.6K -600 -2%
ESBC
1090
E.S. Barr & Co
Kentucky
$1.63M -$208K -4,220 -11%
MGIA
1091
Moneta Group Investment Advisors
Missouri
$1.63M +$204K +4,140 +14%
BCM
1092
Boltwood Capital Management
California
$1.63M +$4.94K +100 +0.3%
SFO
1093
Stokes Family Office
Louisiana
$1.63M +$55.5K +1,124 +4%
BWAM
1094
Boyd Watterson Asset Management
Ohio
$1.63M +$346K +7,000 +27%
AWM
1095
Aevitas Wealth Management
Massachusetts
$1.62M +$4.45K +90 +0.3%
SIMM
1096
Stillwater Investment Management (Minnesota)
Minnesota
$1.62M +$39.6K +801 +3%
RGC
1097
Roberts, Glore & Co
Illinois
$1.62M +$73.1K +1,480 +5%
CGL
1098
Clarius Group LLC
Washington
$1.61M -$103K -2,090 -6%
PWAP
1099
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.6M -$28.6K -579 -2%
BCP
1100
Berkeley Capital Partners
Georgia
$1.6M +$28.8K +584 +2%
42 43
44
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