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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCMC
2001
Private Capital Management (Colorado)
Colorado
$239K +$239K +5,341 New
DA
2002
Dillon & Associates
Michigan
$237K -$43.4K -963 -15%
CCM
2003
Canal Capital Management
Virginia
$237K -$581 -13 -0.2%
SEC
2004
Seven Eight Capital
New York
$237K +$237K +5,300 New
LB
2005
Legacy Bridge
Iowa
$236K -$68.7K -1,538 -23%
EI
2006
Ellevest Inc
New York
$236K +$38.5K +863 +20%
EAM
2007
Erste Asset Management
Austria
$235K -$2.26M -50,675 -91%
SCM
2008
Silvant Capital Management
Georgia
$235K
SNB
2009
Security National Bank
Nebraska
$235K +$7.78K +174 +3%
FQ
2010
First Quadrant
California
$235K +$58.2K +1,305 +33%
AP
2011
Advisors Preferred
Maryland
$234K -$752K -16,758 -76%
BAAM
2012
Baker Avenue Asset Management
California
$234K +$234K +5,227 New
ECM
2013
Elgethun Capital Management
South Dakota
$233K -$731 -17 -0.3%
NAM
2014
North American Management
Massachusetts
$232K
BWA
2015
Beam Wealth Advisors
Louisiana
$231K -$65K -1,436 -22%
Ninety One (UK)
2016
Ninety One (UK)
United Kingdom
$231K
CWAG
2017
Compton Wealth Advisory Group
Virginia
$231K +$25.3K +565 +12%
BCM
2018
BTC Capital Management
Iowa
$231K +$231K +5,192 New
GIA
2019
Gladstone Institutional Advisory
Florida
$230K -$504K -11,269 -69%
SA
2020
SL Advisors
New Jersey
$230K -$16.2K -363 -7%
CFG
2021
CMC Financial Group
Georgia
$230K
XSC
2022
X-Square Capital
Puerto Rico
$230K +$230K +5,141 New
CWM
2023
Concentric Wealth Management
California
$229K
AA
2024
Aufman Associates
Pennsylvania
$229K +$134 +3 +0.1%
CI
2025
Cambiar Investors
Colorado
$229K +$229K +5,125 New