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Coca-Cola
KO

Overview Fund Activity

2,464 hedge funds and large institutions have $160B invested in Coca-Cola in 2020 Q4 according to their latest regulatory filings, with 295 funds opening new positions, 981 increasing their positions, 917 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,464
Holders Change
+174
Holders Change %
+7.6%
% of All Funds
43.72%
Holding in Top 10
92
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+22.67%
% of All Funds
1.63%
New
295
Increased
981
Reduced
917
Closed
81
Calls
$1.48B
Puts
$2.24B
Net Calls
-$755M
Net Calls Change
-$316M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$734M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$559M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$433M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$293M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$209M

Top Sellers

1
BlackRock
BlackRock
New York
-$1.02B
2
State Street
State Street
Massachusetts
-$506M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$389M
4
Capital International Investors
Capital International Investors
California
-$316M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$285M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
2526
Beam Wealth Advisors
Louisiana
– -$206K -4,163 Closed
OFS
2527
Oldfather Financial Services
Nebraska
– -$207K -4,120 Closed
STA
2528
Summit Trail Advisors
New York
– -$217K -4,100 Closed
PFA
2529
Pathway Financial Advisors
Vermont
– -$200K -4,070 Closed
Capstone Investment Advisors
2530
Capstone Investment Advisors
New York
– -$190K -3,841 Closed
DI
2531
Disciplined Investments
Oklahoma
– -$164K -3,314 Closed
SC
2532
Solstein Capital
California
– -$158K -3,200 Closed
PFWA
2533
Paces Ferry Wealth Advisors
Georgia
– -$81K -1,639 Closed
BWM
2534
BNC Wealth Management
Oregon
– -$80K -1,614 Closed
PCM
2535
Penserra Capital Management
California
– -$78K -1,596 Closed
AIM
2536
Arcadia Investment Management
Michigan
– -$74K -1,500 Closed
BBL
2537
Beck Bode LLC
Massachusetts
– -$66K -1,335 Closed
SMG
2538
Spectrum Management Group
Indiana
– -$57K -1,150 Closed
SIA
2539
SeaBridge Investment Advisors
New Jersey
– -$39K -800 Closed
PCWA
2540
Pacific Capital Wealth Advisors
California
– -$20K -406 Closed
RTC
2541
Riverview Trust Company
Washington
– -$17K -346 Closed
CPW
2542
Catalyst Private Wealth
California
– -$12K -251 Closed
TWP
2543
TFO Wealth Partners
Ohio
– -$5K -102 Closed
LGWM
2544
Litman Gregory Wealth Management
California
– -$4K -71 Closed
WLPWM
2545
Walled Lake Planning & Wealth Management
Illinois
– -$2K -46 Closed
NIM
2546
NuWave Investment Management
New Jersey
– -$1K -22 Closed
RA
2547
Rational Advisors
New York
– -$1K -22 Closed
NC
2548
NewSquare Capital
Pennsylvania
– -$1K -20 Closed
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