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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 %
KPWS
701
Kestra Private Wealth Services
Texas
$4.69M +$145K +2,672 +3%
BCP
702
Blue Chip Partners
Michigan
$4.69M -$105K -1,907 -2%
AHC
703
Adell Harriman & Carpenter
Texas
$4.67M +$328K +5,972 +8%
MPM
704
Meritage Portfolio Management
Kansas
$4.66M +$45.8K +836 +1%
FNB
705
Farmers National Bank
Kentucky
$4.64M +$4.64M +84,697 New
MBTD
706
Mechanics Bank - Trust Department
California
$4.64M -$175K -3,190 -4%
BRWA
707
B. Riley Wealth Advisors
Florida
$4.6M -$1.06M -19,373 -19%
LBC
708
Lowe Brockenbrough & Co
Virginia
$4.59M +$8.72K +159 +0.2%
SYBT
709
Stock Yards Bank & Trust
Kentucky
$4.59M +$111K +2,031 +2%
PPW
710
Parcion Private Wealth
Washington
$4.59M +$257K +4,685 +6%
SC
711
Stolper & Co
Oklahoma
$4.59M +$21.9K +399 +0.5%
SIM
712
Sonora Investment Management
Arizona
$4.59M +$2.83M +51,596 +161%
SSB
713
Sandy Spring Bank
Maryland
$4.58M -$183K -3,334 -4%
LCP
714
Legacy Capital Partners
Wisconsin
$4.57M -$237K -4,325 -5%
GWM
715
Geneos Wealth Management
Colorado
$4.57M +$1.32M +29,221 +41%
LIM
716
Leavell Investment Management
Alabama
$4.57M -$380K -6,921 -8%
SWA
717
Stratos Wealth Advisors
Ohio
$4.57M +$93.9K +1,713 +2%
SC
718
Schulhoff & Co
Ohio
$4.55M -$26K -474 -0.6%
HT
719
Heritage Trust
Oklahoma
$4.55M -$2.85K -52 -0.1%
WIM
720
Waverton Investment Management
United Kingdom
$4.53M +$4.53M +82,656 New
CCM
721
Condor Capital Management
New Jersey
$4.52M -$10.3K -187 -0.2%
FCCM
722
First City Capital Management
Georgia
$4.5M -$4.6M -91,525 -51%
CSIC
723
Clifford Swan Investment Counsel
California
$4.5M -$44.2K -806 -1%
DIA
724
Dana Investment Advisors
Wisconsin
$4.49M +$196K +3,567 +5%
OPCM
725
Osborne Partners Capital Management
California
$4.48M +$114K +2,070 +3%
27 28
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