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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 %
BL
1801
BFSG LLC
California
$368K +$6.39K +143 +2%
RGIA
1802
Rainier Group Investment Advisory
Washington
$367K -$25K -560 -6%
SIM
1803
Sonora Investment Management
Arizona
$367K +$5.95K +133 +2%
LWM
1804
Laidlaw Wealth Management
New York
$366K +$52.1K +1,168 +17%
MWM
1805
Mattern Wealth Management
Kansas
$365K -$1.61K -36 -0.4%
HVIA
1806
Hudson Valley Investment Advisors
New York
$365K +$22.3K +500 +7%
SL
1807
Summitry LLC
California
$364K – – –
CHA
1808
Cooper/Haims Advisors
New York
$364K +$89 +2 +0%
SC
1809
Solstein Capital
California
$364K +$179K +4,000 +97%
SWM
1810
Strategic Wealth Management
Washington
$358K – – –
APC
1811
Aspire Private Capital
North Carolina
$357K -$119K -2,631 -25%
SP
1812
Symmetry Partners
Connecticut
$357K -$60.7K -1,360 -15%
LCP
1813
LGT Capital Partners
Switzerland
$357K – – –
CRM
1814
Cramer Rosenthal McGlynn
Connecticut
$357K – – –
UFG
1815
United Fire Group
Iowa
$357K – – –
OAM
1816
Occidental Asset Management
California
$356K +$131K +2,926 +58%
RZH
1817
Relyea Zuckerberg Hanson
Connecticut
$353K – – –
EIP
1818
Ellis Investment Partners
Pennsylvania
$353K +$4.39K +98 +1%
ACA
1819
Affinity Capital Advisors
California
$352K -$10.3K -231 -3%
NAMP
1820
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$352K +$25.9K +580 +8%
DAM
1821
Doheny Asset Management
California
$351K – – –
DIM
1822
Delta Investment Management
California
$351K +$47.2K +1,058 +16%
TFO
1823
Tarbox Family Office
California
$350K +$46.2K +1,032 +15%
QCM
1824
Quest Capital Management
Texas
$347K -$23.3K -522 -6%
GFPC
1825
Global Financial Private Client
Florida
$346K -$4.71K -105 -1%
71 72
73
74 75