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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 %
PHS
1326
Pekin Hardy Strauss
Illinois
$1.22M +$20.8K +379 +2%
V
1327
VeraBank
Texas
$1.22M -$13.9K -254 -1%
KA
1328
Kovack Advisors
Florida
$1.22M -$148K -2,691 -11%
WHG
1329
Westwood Holdings Group
Texas
$1.21M +$592K +10,797 +96%
TA
1330
TFG Advisers
Michigan
$1.21M +$12.9K +236 +1%
WCM
1331
Whitener Capital Management
North Carolina
$1.2M -$111K -2,030 -8%
RWB
1332
RMR Wealth Builders
New Jersey
$1.2M -$147K -2,676 -11%
PCA
1333
Peddock Capital Advisors
Massachusetts
$1.2M -$20.8K -380 -2%
HWA
1334
Heritage Wealth Advisors
Virginia
$1.2M +$61.3K +1,117 +5%
BOPW
1335
Brandywine Oak Private Wealth
Pennsylvania
$1.19M -$14.5K -265 -1%
NFG
1336
Next Financial Group
Texas
$1.19M +$122K +2,227 +11%
OPS
1337
Orion Portfolio Solutions
Nebraska
$1.19M +$16.9K +309 +1%
WAS
1338
Winch Advisory Services
Wisconsin
$1.19M +$72.4K +1,320 +6%
CNAM
1339
Campbell Newman Asset Management
Wisconsin
$1.19M -$570K -10,400 -32%
MCIA
1340
Mountain Capital Investment Advisors
Colorado
$1.19M -$177K -3,535 -13%
KS
1341
Karpas Strategies
Connecticut
$1.19M – – –
KFS
1342
Kurt F. Somerville
$1.19M – – –
GLA
1343
Great Lakes Advisors
Illinois
$1.19M +$50.8K +927 +4%
KOMWMG
1344
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.18M -$52.3K -953 -4%
AP
1345
Appleton Partners
Massachusetts
$1.18M +$16.2K +295 +1%
OPTFSNA
1346
Old Point Trust & Financial Services N A
Virginia
$1.18M -$93.2K -1,700 -7%
MAM
1347
Mastrapasqua Asset Management
Tennessee
$1.18M -$175K -3,200 -13%
GSC
1348
G&S Capital
Colorado
$1.17M -$16.7K -305 -1%
ECM
1349
Evergreen Capital Management
Washington
$1.17M +$9.87K +180 +0.9%
AssetMark Inc
1350
AssetMark Inc
California
$1.17M +$50K +912 +4%
52 53
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