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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 %
GLA
1326
Good Life Advisors
Pennsylvania
$1.05M -$15.8K -320 -1%
SAM
1327
Summit Asset Management
Tennessee
$1.05M +$4.94K +100 +0.5%
ECM
1328
Evergreen Capital Management
Washington
$1.04M -$18.6K -376 -2%
SWA
1329
SFMG Wealth Advisors
Texas
$1.04M +$4.89K +99 +0.5%
LT
1330
Lindsell Train
United Kingdom
$1.04M – – –
KTC
1331
Kistler-Tiffany Companies
Pennsylvania
$1.04M +$3.56K +72 +0.3%
6M
1332
6 Meridian
Kansas
$1.04M -$1.86M -37,781 -64%
CPSAC
1333
Chas P. Smith & Associates (CPS)
Florida
$1.04M -$75.1K -1,520 -7%
DJSG
1334
D.J. St. Germain
Massachusetts
$1.04M -$4.94K -100 -0.5%
PP
1335
Pacifica Partners
Canada
$1.04M -$98.9K -2,000 -9%
EFS
1336
Essex Financial Services
Connecticut
$1.04M +$64.3K +1,302 +7%
JCM
1337
Janney Capital Management
Pennsylvania
$1.03M – – –
IP
1338
Interval Partners
New York
$1.03M +$1.03M +20,911 New
CS
1339
Comerica Securities
Michigan
$1.03M -$510K -10,239 -33%
WSC
1340
Wellington Shields & Co
New York
$1.03M +$9.87K +200 +1%
LKIM
1341
Lawson Kroeker Investment Management
Nebraska
$1.03M +$225K +4,550 +28%
BFO
1342
Biltmore Family Office
North Carolina
$1.02M +$2.89K +58 +0.3%
GLA
1343
Great Lakes Advisors
Illinois
$1.02M -$865K -17,514 -46%
HWA
1344
Heritage Wealth Advisors
Virginia
$1.02M -$63.1K -1,279 -6%
AF
1345
Aldebaran Financial
$1.02M -$16K -325 -2%
CB
1346
CNB Bank
Pennsylvania
$1.02M -$126K -2,545 -11%
GSBTD
1347
Glenview State Bank Trust Department
Illinois
$1.02M +$19.7K +400 +2%
MYIA
1348
Mount Yale Investment Advisors
Colorado
$1.02M +$93.9K +1,903 +10%
IIC
1349
Ironwood Investment Counsel
Arizona
$1.01M +$29.5K +597 +3%
WAS
1350
Winch Advisory Services
Wisconsin
$1.01M +$73.8K +1,495 +8%
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