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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 %
BIM
1051
Bridges Investment Management
Nebraska
$2.04M -$163K -2,975 -7%
GFA
1052
Gifford Fong Associates
California
$2.03M – – –
CIAS
1053
CFS Investment Advisory Services
New Jersey
$2.03M +$2.03M +36,970 New
RCM
1054
RB Capital Management
Nevada
$2.02M +$42.1K +767 +2%
AFS
1055
Access Financial Services
Minnesota
$2.01M -$41.3K -753 -2%
DBRC
1056
D.B. Root & Company
Pennsylvania
$2.01M +$33.6K +613 +2%
SWM
1057
SVA Wealth Management
Wisconsin
$2M +$7.19K +131 +0.4%
FAIM
1058
Financial Advocates Investment Management
Washington
$2M +$67.6K +1,233 +3%
TSW
1059
Thompson Siegel & Walmsley
Virginia
$2M -$9.38K -171 -0.5%
MP
1060
McDonald Partners
Ohio
$2M +$2M +36,434 New
EB
1061
Eastern Bank
Massachusetts
$1.99M – – –
AT
1062
Arden Trust
Delaware
$1.99M -$125K -2,272 -6%
CAM
1063
Cacti Asset Management
Georgia
$1.99M – – –
LRPA
1064
L. Roy Papp & Associates
Arizona
$1.99M +$24.8K +452 +1%
PP
1065
Pegasus Partners
Wisconsin
$1.99M +$48.7K +889 +3%
GI
1066
Glovista Investments
New Jersey
$1.98M -$55.7K -1,016 -3%
CPC
1067
Consolidated Planning Corp
Georgia
$1.97M +$105K +1,913 +6%
PWM
1068
Perigon Wealth Management
California
$1.97M +$345K +6,284 +21%
FWCM
1069
Ferguson Wellman Capital Management
Oregon
$1.96M -$11.6K -212 -0.6%
BWM
1070
BerganKDV Wealth Management
Minnesota
$1.96M -$141K -2,580 -7%
CCT
1071
Country Club Trust
Missouri
$1.96M -$32K -588 -2%
ANRIA
1072
American National Registered Investment Advisor
Texas
$1.95M – – –
WIC
1073
Woodmont Investment Counsel
Tennessee
$1.94M +$32.9K +600 +2%
IBOK
1074
Independence Bank of Kentucky
Kentucky
$1.94M -$22.3K -406 -1%
BL
1075
Balentine LLC
Georgia
$1.94M -$5.71M -104,037 -75%
41 42
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