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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 %
MCWS
1251
McKinley Carter Wealth Services
West Virginia
$1.19M +$137K +2,772 +13%
WCM
1252
Whitener Capital Management
North Carolina
$1.18M -$68.1K -1,380 -5%
CBTWT
1253
Community Bank & Trust (Waco, Texas)
Texas
$1.18M +$70K +1,418 +6%
CWP
1254
CFM Wealth Partners
Texas
$1.18M +$249K +5,054 +27%
OTPPB
1255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.18M -$710K -14,380 -38%
SHWM
1256
Smith & Howard Wealth Management
Georgia
$1.18M -$169K -3,420 -13%
PCA
1257
Providence Capital Advisors
North Carolina
$1.17M +$20.8K +421 +2%
GVAG
1258
Great Valley Advisor Group
Delaware
$1.17M +$346 +7 +0%
MWM
1259
Mission Wealth Management
California
$1.17M +$70.3K +1,424 +6%
MFG
1260
MidWestOne Financial Group
Iowa
$1.17M +$675K +13,672 +137%
CG
1261
Cutler Group
California
$1.17M -$659K -13,349 -36%
LAIC
1262
Lederer & Associates Investment Counsel
California
$1.17M – – –
RMDI
1263
R.M. Davis Inc
Maine
$1.17M +$27.8K +564 +2%
CIA
1264
CSat Investment Advisory
Michigan
$1.16M +$11.9K +240 +1%
PCC
1265
Park Circle Company
Maryland
$1.16M – – –
SP
1266
SWS Partners
Ohio
$1.16M +$201K +4,081 +21%
GBT
1267
Grove Bank & Trust
Florida
$1.16M -$74K -1,498 -6%
TI
1268
Tidal Investments
Wisconsin
$1.16M +$186K +3,768 +19%
BP
1269
Ballentine Partners
Massachusetts
$1.16M -$60.8K -1,232 -5%
RMC
1270
Resources Management Corp
Connecticut
$1.15M -$5.68K -115 -0.5%
PAM
1271
Premier Asset Management
Illinois
$1.15M +$114K +2,300 +11%
JSL
1272
JT Stratford LLC
Georgia
$1.15M +$233K +4,715 +25%
SWA
1273
Sutton Wealth Advisors
Florida
$1.15M -$11.1K -225 -1%
FL
1274
Fort LP
Maryland
$1.15M +$243K +4,919 +27%
VPIM
1275
Vanguard Personalized Indexing Management
California
$1.15M +$338K +6,843 +42%
49 50
51
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