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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 %
ACM
1626
Advisors Capital Management
New Jersey
$531K +$105K +2,355 +25%
CC
1627
Cadinha & Co
Hawaii
$530K -$1.85M -41,497 -78%
WAAG
1628
Wealth Alliance Advisory Group
Kansas
$530K -$33.9K -760 -6%
S
1629
SimplyRich
California
$530K – – –
IPW
1630
Inlet Private Wealth
Florida
$528K – – –
PIMG
1631
Patriot Investment Management Group
Tennessee
$528K +$5.23K +117 +1%
DAC
1632
Dividend Assets Capital
South Carolina
$526K -$5.36K -120 -1%
SRC
1633
Shufro Rose & Co
New York
$524K +$849 +19 +0.2%
WRM
1634
Weybosset Research & Management
Rhode Island
$519K -$104K -2,335 -17%
KP
1635
Keel Point
Alabama
$518K +$13.9K +310 +3%
GLLW
1636
Graves Light Lenhart Wealth
Virginia
$516K -$60K -1,344 -10%
CRIG
1637
Charter Research & Investment Group
Connecticut
$515K – – –
MIC
1638
Means Investment Company
Maine
$515K +$19.8K +413 +4%
MWM
1639
Meridian Wealth Management
Kentucky
$515K +$40.7K +913 +9%
MPIA
1640
Mountain Pacific Investment Advisers
Idaho
$514K -$6.71K -150 -1%
IDA
1641
Intelligence Driven Advisers
California
$514K -$3.31K -74 -0.6%
CNB
1642
Camden National Bank
Maine
$512K -$15K -336 -3%
PWP
1643
Principle Wealth Partners
Connecticut
$512K -$13.2K -295 -3%
CAS
1644
Cascadia Advisory Services
Oregon
$512K +$512K +11,462 New
AIA
1645
Arbor Investment Advisors
North Carolina
$511K -$104K -2,319 -17%
IA
1646
IndexIQ Advisors
New York
$511K +$451K +10,096 +757%
CA
1647
Calton & Associates
Florida
$510K -$24.7K -554 -5%
AIC
1648
Archer Investment Corporation
Indiana
$510K -$17.9K -400 -3%
DA
1649
Detalus Advisors
Missouri
$509K +$38.9K +870 +8%
BPCE
1650
Bank Pictet & Cie (Europe)
Germany
$508K +$181K +4,045 +55%
64 65
66
67 68