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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 %
AF
1126
Arrow Financial
New York
$1.76M -$10.1K -185 -0.6%
CWP
1127
CFM Wealth Partners
Texas
$1.76M +$450K +8,214 +34%
LPIC
1128
LeJeune Puetz Investment Counsel
Michigan
$1.76M – – –
SIC
1129
Shoker Investment Counsel
Ohio
$1.76M +$37K +674 +2%
AWM
1130
Aevitas Wealth Management
Massachusetts
$1.75M -$49.5K -903 -3%
VLKIM
1131
Van Lanschot Kempen Investment Management
Netherlands
$1.75M +$267K +4,873 +18%
MGIA
1132
Moneta Group Investment Advisors
Missouri
$1.75M -$62.8K -1,146 -3%
RC
1133
RegentAtlantic Capital
New Jersey
$1.75M +$540K +9,845 +45%
SFO
1134
Stokes Family Office
Louisiana
$1.75M -$63.2K -1,152 -3%
PWAP
1135
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.74M -$41.8K -763 -2%
MRCM
1136
M&R Capital Management
New Jersey
$1.74M -$11K -200 -0.6%
AWM
1137
Apollon Wealth Management
South Carolina
$1.74M +$1.4M +25,458 +410%
SSA
1138
South Street Advisors
New York
$1.74M +$7.68K +140 +0.4%
BE
1139
Bonness Enterprises
District of Columbia
$1.73M – – –
FL
1140
Fort LP
Maryland
$1.73M +$449K +8,186 +35%
CTFG
1141
Capstone Triton Financial Group
Oklahoma
$1.73M +$1.73M +31,467 New
SFG
1142
SNS Financial Group
Minnesota
$1.72M -$42.7K -778 -2%
WIC
1143
Wilkins Investment Counsel
Massachusetts
$1.72M -$200K -3,650 -10%
ST
1144
Smithfield Trust
Pennsylvania
$1.71M -$7.24K -132 -0.4%
OWP
1145
Obermeyer Wealth Partners
Colorado
$1.71M -$4.28K -78 -0.2%
SIMM
1146
Stillwater Investment Management (Minnesota)
Minnesota
$1.71M -$89.5K -1,632 -5%
RM
1147
Resource Management
Louisiana
$1.7M -$11.1K -203 -0.7%
LIA
1148
LBMC Investment Advisors
Tennessee
$1.7M +$15.7K +286 +0.9%
CC
1149
Courier Capital
New York
$1.7M +$110K +2,006 +7%
MSA
1150
Marino Stram & Associates
Massachusetts
$1.69M +$113K +2,056 +7%
44 45
46
47 48