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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 %
Fiera Capital (Canada)
851
Fiera Capital (Canada)
Quebec, Canada
$3.29M +$1.64M +29,864 +99%
NSIM
852
North Star Investment Management
Illinois
$3.28M +$548 +10 +0%
TW
853
TrinityPoint Wealth
Connecticut
$3.27M +$2.52M +51,045 +333%
JCM
854
Jacobi Capital Management
Pennsylvania
$3.26M +$13.8K +256 +0.4%
WS
855
Wedbush Securities
California
$3.26M +$21.1K +385 +0.7%
BPGAM
856
BTG Pactual Global Asset Management
Bermuda
$3.24M -$632K -11,524 -16%
BMA
857
Brooks Moore & Associates
Tennessee
$3.22M -$78.1K -1,425 -2%
ADBIC
858
A.D. Beadell Investment Counsel
Wisconsin
$3.19M -$658 -12 -0%
BIM
859
Bridgecreek Investment Management
Oklahoma
$3.17M -$137K -2,500 -4%
CIA
860
Covington Investment Advisors
Pennsylvania
$3.15M – – –
PAS
861
Park Avenue Securities
New York
$3.15M -$349K -6,367 -10%
WAM
862
Weatherly Asset Management
California
$3.14M +$216K +3,933 +7%
BO
863
BRR OpCo
Ohio
$3.14M +$11.3K +206 +0.4%
CIM
864
CCLA Investment Management
United Kingdom
$3.13M -$49.3M -899,557 -94%
LWANC
865
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.13M +$461K +8,407 +17%
FMT
866
First Mercantile Trust
Tennessee
$3.12M +$168K +3,056 +6%
RAM
867
Roanoke Asset Management
New Jersey
$3.12M +$89.7K +1,635 +3%
BONST
868
Bank of Nova Scotia Trust
Ontario, Canada
$3.12M +$28.1K +513 +0.9%
PFM
869
Parsec Financial Management
North Carolina
$3.11M -$111K -2,031 -3%
TBNY
870
Trustco Bank (New York)
New York
$3.1M -$100K -1,828 -3%
RA
871
RFG Advisory
Alabama
$3.1M -$20.2K -395 -0.6%
VCM
872
Violich Capital Management
California
$3.1M – – –
HIIFS
873
Harel Insurance Investments & Financial Services
Israel
$3.08M -$120K -685 -4%
TF
874
TRH Financial
Iowa
$3.08M +$366K +6,677 +13%
Carson Wealth (CWM LLC)
875
Carson Wealth (CWM LLC)
Nebraska
$3.07M – – –
33 34
35
36 37