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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 %
PIM
1101
Penobscot Investment Management
Massachusetts
$1.6M – – –
AF
1102
Arrow Financial
New York
$1.59M -$116K -2,358 -7%
KFC
1103
Klingenstein Fields & Co
New York
$1.59M -$10.9K -220 -0.7%
SFG
1104
SNS Financial Group
Minnesota
$1.59M +$54.9K +1,111 +4%
EF
1105
Empirical Finance
Pennsylvania
$1.59M +$334K +6,763 +27%
CNAM
1106
Campbell Newman Asset Management
Wisconsin
$1.59M -$29.9K -606 -2%
LPIC
1107
LeJeune Puetz Investment Counsel
Michigan
$1.58M – – –
RCM
1108
Radnor Capital Management
Pennsylvania
$1.58M +$27.9K +565 +2%
SIM
1109
Sonora Investment Management
Arizona
$1.58M +$1.17M +23,800 +290%
QCG
1110
Quadrant Capital Group
Ohio
$1.58M -$523K -10,595 -25%
MRCM
1111
M&R Capital Management
New Jersey
$1.58M +$12.5K +253 +0.8%
WA
1112
WBH Advisory
Maryland
$1.57M -$50.3K -1,019 -3%
IB
1113
Intrust Bank
Kansas
$1.57M +$89.8K +1,820 +6%
BE
1114
Bonness Enterprises
District of Columbia
$1.56M -$98.7K -2,000 -6%
LSA
1115
L & S Advisors
California
$1.56M -$41.9K -849 -3%
LNB
1116
Ledyard National Bank
$1.56M -$13.4K -271 -0.9%
SSA
1117
South Street Advisors
New York
$1.56M +$333K +6,750 +27%
CAAS
1118
Capital Asset Advisory Services
Michigan
$1.55M -$51.7K -1,039 -3%
ST
1119
Smithfield Trust
Pennsylvania
$1.55M -$266K -5,388 -15%
SIC
1120
Shoker Investment Counsel
Ohio
$1.55M +$1.55M +31,336 New
AF
1121
Advisornet Financial
Minnesota
$1.55M -$388K -7,864 -20%
NWM
1122
Nicola Wealth Management
British Columbia, Canada
$1.54M -$105K -2,136 -6%
CAL
1123
Capital Analysts LLC
Pennsylvania
$1.54M -$48.9K -990 -3%
OWP
1124
Obermeyer Wealth Partners
Colorado
$1.54M +$137K +2,779 +10%
BRWM
1125
B. Riley Wealth Management
Tennessee
$1.54M -$1.88M -38,072 -55%
43 44
45
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