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Coca-Cola
KO

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$735M
2
Franklin Resources
Franklin Resources
California
+$396M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$370M
4
Ameriprise
Ameriprise
Minnesota
+$324M
5
Bank of America
Bank of America
North Carolina
+$182M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$492M
2
Capital World Investors
Capital World Investors
California
-$390M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$341M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$198M
5
State Street
State Street
Massachusetts
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
2076
Diversified Portfolios Inc
Michigan
$219K +$219K +4,431 New
OCM
2077
Orser Capital Management
Texas
$219K +$219K +4,439 New
WIP
2078
Wellesley Investment Partners
Massachusetts
$219K +$219K +4,446 New
VNA
2079
Valley National Advisers
Pennsylvania
$218K -$19.1K -386 -8%
STA
2080
Summit Trail Advisors
New York
$217K +$217K +4,100 New
MAG
2081
Mayfair Advisory Group
Alabama
$217K +$217K +4,394 New
CIP
2082
Capital Insight Partners
Arizona
$217K +$217K +4,398 New
CA
2083
Continuum Advisory
Idaho
$217K +$217K +4,417 New
BBA
2084
Braun-Bostich & Associates
Pennsylvania
$216K -$232K -4,704 -52%
SIA
2085
Strategic Investment Advisors
Michigan
$215K -$248K -5,028 -54%
FMP
2086
Financial Management Professionals
Texas
$215K +$1.23K +25 +0.6%
MCA
2087
Magnolia Capital Advisors
Mississippi
$215K +$215K +4,359 New
AA
2088
Advisory Alpha
Michigan
$214K +$214K +4,320 New
TFM
2089
TFC Financial Management
Massachusetts
$214K +$214K +4,340 New
MMA
2090
Miracle Mile Advisors
California
$211K -$3.12M -63,307 -94%
RCIM
2091
Red Cedar Investment Management
Michigan
$211K -$121K -2,449 -36%
MHR
2092
Matthew Hamilton Rosenberg
$211K -$24.3K -492 -10%
SIS
2093
Sound Income Strategies
Florida
$211K -$4.85K -98 -2%
MWM
2094
MBE Wealth Management
Wisconsin
$211K – – –
BA
2095
Baugh & Associates
Georgia
$211K +$211K +4,265 New
FAM
2096
Fenimore Asset Management
New York
$211K +$211K +4,272 New
WCG
2097
Weaver Consulting Group
California
$210K +$4.95K +100 +2%
SPP
2098
Single Point Partners
Massachusetts
$210K +$210K +4,213 New
SFG
2099
Sather Financial Group
Texas
$210K +$210K +4,260 New
BWFA
2100
Baltimore-Washington Financial Advisors
Maryland
$210K +$210K +4,272 New
82 83
84
85 86