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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 %
CAM
1251
Claret Asset Management
Quebec, Canada
$1.1M -$9.61K -215 -0.9%
BP
1252
Ballentine Partners
Massachusetts
$1.1M -$35.9K -804 -3%
FIM
1253
Frontier Investment Management
Texas
$1.1M -$97K -2,170 -8%
PWM
1254
Perigon Wealth Management
California
$1.09M -$253K -5,660 -19%
CFFP
1255
Center for Financial Planning
Michigan
$1.09M -$33.4K -748 -3%
MMPW
1256
Mitchell McLeod Pugh & Williams
Alabama
$1.09M +$269K +6,025 +33%
NP
1257
NorthRock Partners
Minnesota
$1.09M +$296K +6,620 +37%
PFA
1258
Paradigm Financial Advisors
Missouri
$1.08M -$38K -850 -3%
MJRIC
1259
Mogy Joel R Investment Counsel
California
$1.08M -$192K -4,300 -15%
CBA
1260
Coastal Bridge Advisors
Connecticut
$1.08M +$1.56K +35 +0.1%
MAFM
1261
Mid Atlantic Financial Management
Pennsylvania
$1.08M +$5.9K +132 +0.5%
PIMJS
1262
PKO Investment Management Joint-Stock
Poland
$1.08M +$1.08M +24,106 New
OSAM
1263
O'Shaughnessy Asset Management
Connecticut
$1.08M +$924K +20,675 +602%
KFS
1264
Kurt F. Somerville
$1.07M +$84.8K +1,900 +9%
BFC
1265
Blue Fin Capital
Rhode Island
$1.07M +$111K +2,483 +12%
TAM
1266
Tradition Asset Management
Virginia
$1.07M +$1.25K +28 +0.1%
CFO
1267
CVA Family Office
Colorado
$1.07M +$1.07M +23,825 New
CIG
1268
Cairn Investment Group
Washington
$1.06M -$206K -4,620 -16%
SCP
1269
Sandhill Capital Partners
New York
$1.06M +$129K +2,893 +14%
Loomis, Sayles & Company
1270
Loomis, Sayles & Company
Massachusetts
$1.06M -$197K -4,415 -16%
GVAG
1271
Great Valley Advisor Group
Delaware
$1.06M +$420K +9,422 +66%
LAIC
1272
Lederer & Associates Investment Counsel
California
$1.06M – – –
SWA
1273
Sutton Wealth Advisors
Florida
$1.05M -$7.55K -169 -0.7%
RMC
1274
Resources Management Corp
Connecticut
$1.05M -$5.27K -118 -0.5%
PCC
1275
Park Circle Company
Maryland
$1.05M – – –
49 50
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