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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 %
POIA
1901
Pin Oak Investment Advisors
Texas
$300K – – –
FUBT
1902
First United Bank & Trust
Maryland
$299K – – –
GC
1903
Gilbert & Cook
Iowa
$299K +$17.5K +392 +6%
SAG
1904
Spotlight Asset Group
Illinois
$298K +$6.66K +149 +2%
DWM
1905
Dakota Wealth Management
Florida
$297K -$90.7K -2,033 -23%
PI
1906
Pettee Investors
Connecticut
$297K – – –
FCFC
1907
First Citizens Financial Corp
Iowa
$297K +$49.7K +1,112 +20%
TVWM
1908
Tower View Wealth Management
Wisconsin
$297K +$71.9K +1,612 +32%
ED
1909
Exane Derivatives
France
$297K +$35.5K +795 +14%
JFGIW
1910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K -$636K -14,219 -68%
AW
1911
Alpha Windward
Massachusetts
$296K -$78.9K -1,767 -21%
SAM
1912
SignalPoint Asset Management
Missouri
$296K +$2.01K +45 +0.7%
CCFM
1913
Clear Creek Financial Management
Washington
$296K +$28.1K +624 +10%
BWM
1914
Baystate Wealth Management
Massachusetts
$296K +$45.4K +1,015 +18%
HCM
1915
HMS Capital Management
Tennessee
$296K +$296K +6,620 New
SC
1916
Searle & Co
Connecticut
$295K – – –
MGIA
1917
Matthew Goff Investment Advisor
Texas
$295K +$6.43K +144 +2%
SB
1918
Strategic Blueprint
Georgia
$295K +$295K +6,600 New
WA
1919
Wealth Architects
California
$294K +$42.4K +951 +17%
CPC
1920
Congress Park Capital
New York
$293K -$16.8K -375 -5%
SA
1921
SRH Advisors
Kansas
$293K +$580 +13 +0.2%
GIP
1922
Granite Investment Partners
California
$292K – – –
FMTC
1923
Farmers & Merchants Trust Company
California
$292K +$12.5K +280 +4%
IFAM
1924
Institutional & Family Asset Management
Colorado
$292K +$46.1K +1,033 +19%
NPF
1925
Norris Perne & French
Michigan
$292K +$54.7K +1,223 +23%
75 76
77
78 79