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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 %
IWAG
1451
Integer Wealth Advisors Group
Georgia
$763K – – –
MIA
1452
MainStreet Investment Advisors
Illinois
$761K -$1.08M -24,102 -59%
FBC
1453
Fairfield, Bush & Co
Connecticut
$755K – – –
JWA
1454
JFS Wealth Advisors
Pennsylvania
$753K -$35.3K -791 -4%
TFS
1455
Thoroughbred Financial Services
Tennessee
$751K -$657K -14,694 -47%
BCA
1456
Bray Capital Advisors
Florida
$751K +$20.1K +450 +3%
BMC
1457
Beaton Management Company
Massachusetts
$750K -$8.94K -200 -1%
IDBONY
1458
Israel Discount Bank of New York
New York
$748K -$183K -4,103 -20%
FMTCOCP
1459
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$747K -$6.7K -150 -0.9%
LPT
1460
Legacy Private Trust
Wisconsin
$746K +$2.55K +57 +0.3%
FBB
1461
Fulton Breakefield Broenniman
Maryland
$745K +$38.1K +853 +5%
LBD
1462
Landsberg Bennett & Dubbaneh
Florida
$745K +$240K +5,410 +48%
ACM
1463
Alethea Capital Management
Washington
$745K +$745K +16,668 New
BPA
1464
Beacon Pointe Advisors
California
$744K +$238K +5,346 +47%
QPWM
1465
Quadrant Private Wealth Management
Pennsylvania
$744K +$384K +8,584 +106%
MCM
1466
Maryland Capital Management
Maryland
$738K +$46.7K +1,046 +7%
SSWM
1467
Smith Salley Wealth Management
North Carolina
$737K -$39.9K -892 -5%
CAW
1468
Cornerstone Advisors (Washington)
Washington
$736K +$4.92K +110 +0.7%
VPIM
1469
Vanguard Personalized Indexing Management
California
$735K -$42.8K -957 -6%
SRCM
1470
Swift Run Capital Management
Virginia
$735K -$447 -10 -0.1%
KWM
1471
Keebeck Wealth Management
Illinois
$735K – – –
BPB
1472
Badgley, Phelps & Bell
Washington
$733K -$27.7K -619 -4%
FIM
1473
Freedom Investment Management
Connecticut
$733K +$2.46K +55 +0.3%
AWM
1474
Adams Wealth Management
Utah
$733K +$20.2K +452 +3%
GC
1475
Grimes & Company
Massachusetts
$732K -$14.2K -317 -2%
57 58
59
60 61