KO icon

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 %
WAP
1576
Wealthcare Advisory Partners
Pennsylvania
$595K +$7.59K +170 +1%
AWA
1577
Arkadios Wealth Advisors
Georgia
$593K +$51.5K +1,122 +10%
ACM
1578
Armbruster Capital Management
New York
$590K – – –
AFG
1579
Albion Financial Group
Utah
$588K -$1.34K -30 -0.2%
BCB
1580
Brian C. Broderick
$588K – – –
HAIM
1581
Hunter Associates Investment Management
Pennsylvania
$588K – – –
VCM
1582
Vivaldi Capital Management
Illinois
$588K +$187K +3,863 +47%
ATPW
1583
Ashton Thomas Private Wealth
Arizona
$586K +$272K +6,094 +87%
PPP
1584
Private Portfolio Partners
New Jersey
$584K +$584K +13,065 New
HFM
1585
Harvest Fund Management
China
$582K -$199K -4,452 -26%
MWA
1586
Meridian Wealth Advisors
Texas
$582K +$68.1K +1,524 +13%
CWM
1587
Circle Wealth Management
New Jersey
$581K +$3.26K +73 +0.6%
AFIA
1588
America First Investment Advisors
Nebraska
$579K – – –
PWW
1589
Pettyjohn Wood & White
Virginia
$576K – – –
SOAMC
1590
Spirit of America Management Corp
New York
$576K +$44.7K +1,000 +8%
ER
1591
Enlightenment Research
Florida
$576K +$576K +12,900 New
LWMM
1592
Legacy Wealth Management (Mississippi)
Mississippi
$576K – – –
MCM
1593
Maple Capital Management
Vermont
$575K -$38.1K -854 -6%
MGIM
1594
M&G Investment Management
United Kingdom
$574K -$45.1K -1,002 -7%
IFS
1595
Ifrah Financial Services
Arkansas
$574K +$50.9K +1,140 +10%
NDSI
1596
Newman Dignan & Sheerar Inc
Rhode Island
$573K +$42.9K +899 +8%
AWM
1597
Aries Wealth Management
Maine
$570K +$223 +5 +0%
P
1598
&Partners
Tennessee
$569K +$143K +3,211 +34%
WI
1599
Wintrust Investments
Illinois
$566K +$39.5K +883 +7%
GDP
1600
Great Diamond Partners
Maine
$565K -$150K -3,373 -21%
62 63
64
65 66