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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 %
BHBT
901
Burke & Herbert Bank & Trust
Virginia
$2.93M -$72.5K -1,322 -2%
APA
902
American Portfolios Advisors
New York
$2.92M -$323K -5,899 -10%
SIC
903
Sigma Investment Counselors
Michigan
$2.92M +$1.44M +26,277 +97%
CGC
904
Continental Grain Company
New York
$2.91M – – –
IWM
905
IHT Wealth Management
Illinois
$2.91M +$107K +1,954 +4%
SNT
906
Security National Trust
West Virginia
$2.91M +$18.1K +330 +0.6%
SAM
907
Synergy Asset Management
Washington
$2.9M +$2.9M +52,953 New
TI
908
Truehand Inc
New Hampshire
$2.89M – – –
STC
909
Sarah T. Connolly
$2.86M +$2.86M +52,174 New
MCM
910
Mengis Capital Management
Oregon
$2.85M +$468K +8,538 +20%
BCM
911
Buckhead Capital Management
Georgia
$2.84M -$7.02K -128 -0.2%
SBWIC
912
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.83M -$9.6K -175 -0.3%
AW
913
ACG Wealth
Georgia
$2.82M -$154K -2,806 -5%
GJIC
914
Gamble Jones Investment Counsel
California
$2.81M -$50.9K -929 -2%
CT
915
Cambridge Trust
Massachusetts
$2.79M -$63K -1,148 -2%
AWM
916
Altium Wealth Management
New York
$2.79M +$323K +5,899 +13%
HH
917
Hilltop Holdings
Texas
$2.78M +$411K +7,492 +17%
VAS
918
Vestmark Advisory Solutions
Massachusetts
$2.76M -$171K -3,114 -6%
WPW
919
Waldron Private Wealth
Pennsylvania
$2.75M +$6.09K +111 +0.2%
GVAG
920
Great Valley Advisor Group
Delaware
$2.75M +$1.45M +26,441 +111%
CCM
921
Chickasaw Capital Management
Tennessee
$2.74M -$175K -3,200 -6%
RPWA
922
Regent Peak Wealth Advisors
Georgia
$2.73M +$41.1K +750 +2%
JWCA
923
J.W. Cole Advisors
Florida
$2.72M -$3.41M -62,206 -56%
HCM
924
Howland Capital Management
Massachusetts
$2.71M -$82.2K -1,498 -3%
CFSG
925
Community Financial Services Group
Vermont
$2.7M -$136K -2,476 -5%
35 36
37
38 39