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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 %
NIM
1601
NuWave Investment Management
New Jersey
$560K +$348K +7,443 +164%
PA
1602
PFG Advisors
Arizona
$557K +$46.7K +1,034 +9%
EWM
1603
Empirical Wealth Management
Washington
$556K -$32.2K -721 -5%
ABTD
1604
Arvest Bank Trust Division
Oklahoma
$555K -$2.95K -66 -0.5%
1WA
1605
180 Wealth Advisors
Washington
$553K -$98.8K -2,111 -15%
KLCM
1606
KG&L Capital Management
Louisiana
$552K +$129K +2,883 +30%
PIP
1607
Peachtree Investment Partners
Florida
$551K -$42K -941 -7%
FCFS
1608
First Command Financial Services
Texas
$551K +$15.1K +337 +3%
FCB
1609
First Command Bank
Texas
$551K +$15.1K +337 +3%
EWM
1610
Evermay Wealth Management
Virginia
$551K +$72.8K +1,630 +15%
BFC
1611
Bedel Financial Consulting
Indiana
$548K -$7.46K -167 -1%
KLWA
1612
Kelly Lawrence W & Associates
California
$547K – – –
MGWM
1613
Marks Group Wealth Management
Minnesota
$547K +$58.8K +1,306 +12%
GSWM
1614
Golden State Wealth Management
California
$547K +$262K +5,866 +92%
HIA
1615
Harbor Investment Advisory
Maryland
$546K +$74.7K +1,671 +16%
WP
1616
WealthPLAN Partners
Nebraska
$545K +$44.2K +913 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1617
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$544K +$544K +12,180 New
GIM
1618
Goelzer Investment Management
Indiana
$543K -$19K -424 -3%
IC
1619
Intersect Capital
California
$543K +$65.5K +1,467 +14%
EA
1620
Elm Advisors
California
$542K -$42.4K -950 -7%
WQ
1621
Wealth Quarterback
New Jersey
$539K +$162K +3,622 +43%
CIM
1622
Chapman Investment Management
California
$536K – – –
PCS
1623
Personal CFO Solutions
New Jersey
$535K +$244K +5,449 +84%
MFW
1624
Meristem Family Wealth
Minnesota
$533K – – –
CA
1625
Claro Advisors
Massachusetts
$532K -$5.85K -131 -1%
63 64
65
66 67