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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 %
IWP
2226
IAG Wealth Partners
Wisconsin
$13K -$18.1K -378 -58%
EAM
2227
Eukles Asset Management
Ohio
$13K +$13K +311 New
MA
2228
Modus Advisors
Minnesota
$12K +$12K +266 New
JPLA
2229
Joseph P. Lucia & Associates
New York
$9K -$12.4K -275 -58%
CFG
2230
CKW Financial Group
Hawaii
$9K – – –
GTAM
2231
Global Trust Asset Management
Florida
$9K – – –
EWM
2232
Elmwood Wealth Management
California
$9K +$3.37K +73 +60%
AWM
2233
Avondale Wealth Management
Texas
$8K – – –
HF
2234
Halpern Financial
Virginia
$7.83K +$7.74K +173 +8,650%
HWM
2235
Holloway Wealth Management
Florida
$7K -$8K – –
IF
2236
Ironwood Financial
Arizona
$7K +$7K +147 New
NC
2237
NewSquare Capital
Pennsylvania
$5K -$1.77K -39 -26%
TCCM
2238
Timber Creek Capital Management
Massachusetts
$5K – – –
RWG
2239
Regal Wealth Group
California
$5K – – –
JG
2240
Jefferies Group
New York
$4.83K +$3.36K +75,283 +229%
AW
2241
Avion Wealth
Texas
$4K -$4.17K -100 -51%
SQA
2242
Simon Quick Advisors
New Jersey
$4K +$667 +15 +20%
RCA
2243
Reitz Capital Advisors
Michigan
$4K +$4K +100 New
T2I
2244
Turim 21 Investimentos
Brazil
$3K -$266K -6,390 -99%
HIM
2245
Hillsdale Investment Management
Ontario, Canada
$3K -$96K -1,920 -97%
TIM
2246
Tortoise Investment Management
New York
$3K -$10.5K -228 -78%
CCM
2247
Cribstone Capital Management
Maine
$3K -$3.52K -81 -54%
WAMC
2248
Western Asset Management Company
California
$3K +$2.06K +33 +220%
TJHA
2249
Thomas J. Herzfeld Advisors
Florida
$3K +$3K +68 New
FCH
2250
Freestone Capital Holdings
Washington
$2.32K -$134 -3,004 -5%
88 89
90
91 92