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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 %
EI
1376
Ethic Inc
New York
$870K +$140K +3,145 +19%
ACM
1377
Ashford Capital Management
Delaware
$868K -$58.2K -1,302 -6%
PFBT
1378
Parkside Financial Bank & Trust
Missouri
$867K -$1.56K -35 -0.2%
SCI
1379
Stableford Capital II
Arizona
$863K +$863K +19,324 New
BCM
1380
Blume Capital Management
California
$858K – – –
DI
1381
DAGCO Inc
Ohio
$854K -$6.48K -145 -0.8%
AL
1382
Aspiriant LLC
California
$854K +$42.4K +950 +5%
NCM
1383
Novare Capital Management
North Carolina
$853K -$61.4K -1,373 -7%
CIS
1384
Capital International Sarl
California
$852K -$1.48M -33,144 -63%
AAM
1385
Autus Asset Management
Arizona
$851K +$201K +4,497 +31%
PIG
1386
Pantheon Investment Group
California
$850K -$7.2K -161 -0.8%
NAM
1387
Nexpoint Asset Management
Texas
$849K -$44.7K -1,000 -5%
DTC
1388
Davidson Trust Company
Washington
$848K +$54.4K +1,219 +7%
FTC
1389
Farmers Trust Company
Ohio
$845K – – –
WAS
1390
Winch Advisory Services
Wisconsin
$845K +$793K +17,740 +1,519%
CT
1391
Chicago Trust
Illinois
$843K -$59.2K -1,325 -7%
CWP
1392
CFM Wealth Partners
Texas
$841K +$120K +2,681 +17%
KA
1393
Kovack Advisors
Florida
$840K -$38K -850 -4%
OPS
1394
Orion Portfolio Solutions
Nebraska
$835K -$70.8K -1,584 -8%
OCM
1395
Orleans Capital Management
Louisiana
$835K +$835K +18,690 New
MYIA
1396
Mount Yale Investment Advisors
Colorado
$834K +$387K +8,658 +87%
JSL
1397
JT Stratford LLC
Georgia
$833K -$516K -11,551 -38%
CQS
1398
Credential Qtrade Securities
$833K +$128K +2,872 +18%
LJAC
1399
L.J. Altfest & Co
New York
$830K -$769K -17,209 -48%
LOAMS
1400
Lombard Odier Asset Management (Switzerland)
Switzerland
$825K -$349K -7,803 -30%
54 55
56
57 58