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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 %
EWP
2126
Engrave Wealth Partners
Texas
$112K -$2.63K -59 -2%
PGAM
2127
Princeton Global Asset Management
New Jersey
$110K – – –
CH
2128
Canton Hathaway
Rhode Island
$109K – – –
CL
2129
CSS LLC
Illinois
$107K -$66.9K -1,500 -38%
RBC
2130
Roble Belko & Company
Pennsylvania
$107K – – –
KC
2131
Knuff & Co
California
$107K +$53.5K +1,200 +100%
NL
2132
NVWM LLC
Pennsylvania
$103K -$491K -10,892 -83%
SLF
2133
Sun Life Financial
Ontario, Canada
$102K +$3.69K +83 +4%
LD
2134
Lipe & Dalton
New York
$98K – – –
SFG
2135
Sowa Financial Group
Rhode Island
$98K – – –
VRM
2136
Vectors Research Management
New York
$96K +$17K +380 +22%
NCM
2137
New Capital Management
Texas
$93K -$5.2K -116 -5%
WAM
2138
Wolverine Asset Management
Illinois
$90K -$72.3K -1,627 -45%
FWM
2139
Focused Wealth Management
New York
$90K +$180 +4 +0.2%
WCMN
2140
Westchester Capital Management (Nebraska)
Nebraska
$88K -$89.4K -2,000 -50%
MAWCM
2141
Mine & Arao Wealth Creation & Management
California
$88K +$314 +7 +0.4%
IAS
2142
IMA Advisory Services
Colorado
$88K +$624 +14 +0.7%
GWS
2143
Glassman Wealth Services
Virginia
$87K +$23.6K +529 +37%
LWA
2144
Lenox Wealth Advisors
New York
$85K -$25.8K -576 -23%
LWA
2145
Lowe Wealth Advisors
Maryland
$85K – – –
PO
2146
Private Ocean
California
$83K – – –
SC
2147
Steph & Co
Wisconsin
$82K – – –
PCM
2148
Penserra Capital Management
California
$80K -$5.67K -128 -7%
EARNEST Partners
2149
EARNEST Partners
Georgia
$79K -$11K -247 -12%
PA
2150
Perennial Advisors
New York
$78K +$78K +1,737 New
84 85
86
87 88