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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 %
MYLI
1076
Meiji Yasuda Life Insurance
Japan
$1.94M -$355K -6,471 -15%
FNT
1077
First National Trust
Pennsylvania
$1.94M -$66.4K -1,212 -3%
MCM
1078
Manchester Capital Management
Vermont
$1.93M -$7.73K -141 -0.4%
LS
1079
Leelyn Smith
Illinois
$1.93M +$105K +1,921 +6%
SBSB
1080
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.93M +$297K +5,412 +18%
ACS
1081
Archford Capital Strategies
Illinois
$1.93M +$15.7K +308 +0.8%
FCMT
1082
Founders Capital Management (Texas)
Texas
$1.92M +$1.92M +34,967 New
DDC
1083
DF Dent & Co
Maryland
$1.92M -$252K -4,594 -12%
ADL
1084
Asset Dedication LLC
California
$1.92M +$237K +4,340 +14%
TIM
1085
Thompson Investment Management
Wisconsin
$1.91M -$92K -1,678 -5%
FA
1086
Fagan Associates
New York
$1.91M -$23.8K -434 -1%
B
1087
Bailard
California
$1.9M -$9.54K -174 -0.5%
ICP
1088
Ironvine Capital Partners
Nebraska
$1.9M – – –
PT
1089
Plimoth Trust
Massachusetts
$1.9M -$69.8K -1,272 -4%
NAS
1090
Nicolet Advisory Services
Wisconsin
$1.9M -$42.3K -771 -2%
SIAG
1091
Signet Investment Advisory Group
Rhode Island
$1.9M +$1.9M +34,558 New
RIA
1092
Realta Investment Advisors
Delaware
$1.89M -$346K -6,313 -16%
FIM
1093
Fruth Investment Management
Texas
$1.88M -$27.4K -500 -1%
CGL
1094
Clarius Group LLC
Washington
$1.88M +$89K +1,623 +5%
NAM
1095
NorthCoast Asset Management
Connecticut
$1.86M -$2.12M -38,721 -53%
MSFP
1096
Mark Sheptoff Financial Planning
Connecticut
$1.86M -$76K -1,385 -4%
JCM
1097
Janney Capital Management
Pennsylvania
$1.86M +$708K +12,905 +62%
RMAM
1098
Raab & Moskowitz Asset Management
New Jersey
$1.86M +$170K +3,092 +10%
TPA
1099
Trivium Point Advisory
Connecticut
$1.85M +$28.4K +569 +2%
SFP
1100
Shepherd Financial Partners
Massachusetts
$1.85M +$158K +2,889 +9%
42 43
44
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