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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 %
AF
2051
Apexium Financial
Texas
$215K – – –
MC
2052
Mathes Company
New York
$215K – – –
SBF
2053
Sara-Bay Financial
Florida
$215K +$215K +4,754 New
PAM
2054
Paradigm Asset Management
New York
$214K +$121K +2,700 +129%
OFS
2055
OneAscent Financial Services
Alabama
$214K -$15.5K -348 -7%
VNA
2056
Valley National Advisers
Pennsylvania
$214K -$357 -8 -0.2%
SIC
2057
Sigma Investment Counselors
Michigan
$214K – – –
W
2058
WealthOne
New York
$214K +$268 +6 +0.1%
MHR
2059
Matthew Hamilton Rosenberg
$213K +$56.6K +1,265 +36%
Coatue Management
2060
Coatue Management
New York
$213K +$213K +4,774 New
NC
2061
NovaPoint Capital
Georgia
$212K – – –
APW
2062
Aurora Private Wealth
New Jersey
$211K -$132K -2,961 -39%
ICM
2063
IMS Capital Management
Oregon
$211K -$111K -2,500 -35%
MWM
2064
MBE Wealth Management
Wisconsin
$211K -$11.9K -267 -5%
HBWM
2065
Hollow Brook Wealth Management
New York
$211K – – –
LA
2066
LVW Advisors
New York
$211K +$2.63K +59 +1%
CCC
2067
Chelsea Counsel Company
California
$211K +$211K +4,719 New
CA
2068
Capital Advantage
California
$210K +$3.53K +79 +2%
MC
2069
Miramar Capital
Illinois
$209K -$48.5K -1,036 -19%
SL
2070
Savior LLC
Massachusetts
$209K -$3.93K -88 -2%
EW
2071
Element Wealth
Mississippi
$209K +$209K +4,681 New
WS
2072
Wela Strategies
Georgia
$207K – – –
C
2073
Cerebellum
California
$206K +$206K +4,491 New
MKC
2074
M. Kraus & Co
Vermont
$205K +$205K +4,581 New
FFG
2075
Frisch Financial Group
New York
$205K +$205K +4,583 New
81 82
83
84 85