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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 %
PCFFS
1851
Pacific Center for Financial Services
California
$327K -$4.47K -100 -1%
PCM
1852
Pennsylvania Capital Management
Pennsylvania
$327K +$327K +7,329 New
PP
1853
Professional Planning
California
$327K +$327K +7,329 New
ITIM
1854
Indiana Trust & Investment Management
Indiana
$326K – – –
KFI
1855
Key Financial Inc
Pennsylvania
$326K +$29.4K +663 +10%
MS
1856
Maven Securities
Jersey
$326K +$326K +7,300 New
RIM
1857
Rockbridge Investment Management
New York
$323K +$323K +7,220 New
BHTS
1858
Bar Harbor Trust Services
Maine
$322K -$142K -3,180 -31%
CS
1859
Capital Square
Tennessee
$322K -$3.16K -71 -1%
AMCA
1860
Arthur M. Cohen & Associates
Illinois
$322K +$24.6K +550 +8%
CAM
1861
Congress Asset Management
Massachusetts
$321K -$4.47K -100 -1%
9WM
1862
9258 Wealth Management
Ohio
$320K +$1.07K +24 +0.3%
AC
1863
Avestar Capital
New York
$320K +$22.5K +499 +8%
MFW
1864
Mosaic Family Wealth
Missouri
$319K -$21.7K -486 -6%
CC
1865
Cornerstone Capital
California
$317K -$89.9K -2,013 -22%
NIC
1866
Northwest Investment Counselors
Oregon
$317K -$12.3K -275 -4%
MC
1867
Montag & Caldwell
Georgia
$317K +$71.4K +1,599 +29%
BMC
1868
Benin Management Corp
Connecticut
$316K +$98.3K +2,200 +45%
BIAS
1869
Beacon Investment Advisory Services
New Jersey
$315K -$7.81K -175 -2%
MW
1870
Marcum Wealth
Ohio
$315K +$16.6K +372 +6%
TAM
1871
Trillium Asset Management
Massachusetts
$315K +$22.3K +500 +8%
SFG
1872
SevenBridge Financial Group
Pennsylvania
$314K – – –
DIS
1873
Diversified Investment Strategies
Louisiana
$313K -$8.49K -190 -3%
PWM
1874
Provident Wealth Management
Tennessee
$313K -$3.75K -84 -1%
BA
1875
Bristlecone Advisors
Washington
$313K +$13.4K +300 +4%
73 74
75
76 77