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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 %
EPWM
1501
Essex Private Wealth Management
Massachusetts
$698K -$5.31K -119 -0.8%
CM
1502
Cornerstone Management
Georgia
$697K – – –
WA
1503
Wealth Alliance
New York
$697K -$154K -3,443 -18%
SFSG
1504
Stearns Financial Services Group
North Carolina
$695K +$14K +313 +2%
PAM
1505
Peak Asset Management
Colorado
$694K +$694K +15,532 New
BMCM
1506
Bryn Mawr Capital Management
Pennsylvania
$692K -$13.5K -301 -2%
AOWM
1507
Alpha Omega Wealth Management
Virginia
$688K -$8.35K -187 -1%
MPAM
1508
Murphy Pohlad Asset Management
Minnesota
$688K -$1.79K -40 -0.3%
SMFS
1509
Squar Milner Financial Services
California
$688K +$84.8K +1,898 +14%
MAM
1510
Morse Asset Management
Connecticut
$687K +$893 +20 +0.1%
OMC
1511
Overbrook Management Corp
New York
$685K – – –
TW
1512
TrinityPoint Wealth
Connecticut
$680K +$6.48K +145 +1%
BCA
1513
Berman Capital Advisors
Georgia
$678K +$29.1K +652 +4%
GEA
1514
Glen Eagle Advisors
New Jersey
$677K +$202K +4,524 +43%
EWM
1515
EPG Wealth Management
Georgia
$675K -$73.3K -1,641 -10%
HC
1516
Hendley & Co
Ohio
$672K -$17.9K -400 -3%
CWA
1517
Carolina Wealth Advisors
South Carolina
$672K +$61.8K +1,383 +10%
SWM
1518
Selective Wealth Management
Virginia
$671K +$370K +8,280 +123%
ECM
1519
Estabrook Capital Management
New York
$671K – – –
SKK
1520
Shepherd Kaplan Krochuk
Massachusetts
$670K – – –
IR
1521
IAT Reinsurance
New York
$670K – – –
BEC
1522
Blue Edge Capital
Virginia
$663K – – –
FAM
1523
Formidable Asset Management
Ohio
$662K +$135K +3,140 +26%
CG
1524
CFO4Life Group
Texas
$661K +$10.4K +232 +2%
RFM
1525
Royal Fund Management
Florida
$656K +$46.4K +1,040 +8%
59 60
61
62 63