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Coca-Cola

2,290 hedge funds and large institutions have $142B invested in Coca-Cola in 2020 Q3 according to their latest regulatory filings, with 145 funds opening new positions, 909 increasing their positions, 947 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,290
Holders Change
+36
Holders Change %
+1.6%
% of All Funds
46.33%
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.52%
New
145
Increased
909
Reduced
947
Closed
93
Calls
$1.51B
Puts
$1.95B
Net Calls
-$439M
Net Calls Change
-$71.4M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
2001
LVW Advisors
New York
$265K +$31.3K +634 +13%
CCM
2002
Canal Capital Management
Virginia
$263K +$840 +17 +0.3%
FIA
2003
Foundations Investment Advisors
Arizona
$261K +$261K +5,284 New
Financial Engines Advisors
2004
Financial Engines Advisors
California
$260K +$260K +5,237 New
SNB
2005
Security National Bank
Nebraska
$259K
SCM
2006
Silvant Capital Management
Georgia
$259K
CG
2007
Corundum Group
Colorado
$258K +$9.07K +184 +4%
BCM
2008
BTC Capital Management
Iowa
$257K
HFG
2009
Heron Financial Group
New York
$257K +$16.2K +328 +7%
FVWA
2010
Foster Victor Wealth Advisors
South Carolina
$256K +$14K +283 +6%
CCC
2011
Chelsea Counsel Company
California
$256K +$23.4K +474 +10%
LF
2012
Lantz Financial
Illinois
$255K -$8.88K -180 -3%
LB
2013
Legacy Bridge
Iowa
$255K -$5.53K -112 -2%
Ninety One (UK)
2014
Ninety One (UK)
United Kingdom
$255K
CANC
2015
Culbertson A N & Co
Virginia
$254K -$55.8K -1,130 -18%
CFG
2016
CMC Financial Group
Georgia
$254K
EW
2017
Element Wealth
Mississippi
$253K +$22.1K +447 +10%
CCP
2018
Cardan Capital Partners
Colorado
$251K -$27.6K -559 -10%
MLFP
2019
MPS Loria Financial Planners
Illinois
$251K +$1.58K +32 +0.6%
APWM
2020
Atlas Private Wealth Management
New York
$250K -$39K -790 -13%
NAM
2021
North American Management
Massachusetts
$250K -$5.57K -113 -2%
W
2022
WealthOne
New York
$250K +$13.5K +273 +6%
LJHT
2023
Laurie J. Hall Trustee
$250K +$250K +5,045 New
T
2024
TRUADVICE
Florida
$250K +$250K +5,045 New
HHGA
2025
Halbert Hargrove Global Advisors
California
$249K -$26.3K -534 -10%