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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 %
HRC
1401
Hoertkorn Richard Charles
$824K – – –
FL
1402
Fort LP
Maryland
$822K -$1.39M -31,010 -63%
RMA
1403
Roffman Miller Associates
Pennsylvania
$820K +$820K +18,360 New
CF
1404
Centaurus Financial
California
$816K +$82.9K +1,855 +11%
CI
1405
Capital International
California
$815K -$3.98M -89,217 -83%
SMH
1406
Sanders Morris Harris
Texas
$815K – – –
KFA
1407
Kelleher Financial Advisors
New York
$814K – – –
PCM
1408
Parsons Capital Management
Rhode Island
$813K +$447 +10 +0.1%
Kovitz Investment Group Partners
1409
Kovitz Investment Group Partners
Illinois
$813K +$358K +8,017 +79%
FFS
1410
Founders Financial Securities
Maryland
$811K +$205K +4,559 +34%
BWL
1411
Bogart Wealth LLC
Virginia
$810K +$88.2K +1,973 +12%
JFA
1412
JNBA Financial Advisors
Minnesota
$805K -$9.92K -222 -1%
PCA
1413
Private Capital Advisors
Connecticut
$804K – – –
ROTUOC
1414
Regents of the University of California
California
$804K – – –
KMWM
1415
Keudell/Morrison Wealth Management
Oregon
$799K -$59K -1,320 -7%
MCM
1416
Mainstay Capital Management
Michigan
$798K – – –
FANJ
1417
Financial Architects (New Jersey)
New Jersey
$798K +$533K +11,936 +201%
CRC
1418
Curi RMB Capital
Illinois
$797K -$194K -4,344 -20%
SCM
1419
Spreng Capital Management
Ohio
$797K +$28.4K +635 +4%
DI
1420
DFPG Investments
Utah
$796K -$258K -5,694 -24%
LSV Asset Management
1421
LSV Asset Management
Illinois
$795K -$71.5K -1,600 -8%
SP
1422
Successful Portfolios
Florida
$795K +$9.65K +216 +1%
CCFCSB
1423
Cape Cod Five Cents Savings Bank
Massachusetts
$794K -$53.9K -1,206 -6%
CPIG
1424
Chicago Partners Investment Group
Illinois
$794K +$53.1K +1,095 +7%
CL
1425
Choreo LLC
Illinois
$794K +$133K +2,979 +20%
55 56
57
58 59