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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 %
MYIA
1376
Mount Yale Investment Advisors
Colorado
$1.11M -$22.8K -416 -2%
MFW
1377
Meristem Family Wealth
Minnesota
$1.1M +$448K +8,178 +69%
RIG
1378
Roosevelt Investment Group
New York
$1.1M +$10.6K +194 +1%
DI
1379
DAGCO Inc
Ohio
$1.1M – – –
XWM
1380
Xcel Wealth Management
Florida
$1.1M +$43.8K +800 +4%
JWM
1381
Jupiter Wealth Management
Colorado
$1.1M +$823K +15,000 +300%
CIS
1382
Capital International Sarl
California
$1.1M – – –
ST
1383
Spinnaker Trust
Maine
$1.1M – – –
TCM
1384
Telos Capital Management
California
$1.1M +$416K +7,588 +61%
BCP
1385
Blackhawk Capital Partners
Wisconsin
$1.09M +$35.7K +723 +3%
NEWAS
1386
N.E.W. Advisory Services
Wisconsin
$1.09M +$1.09M +19,912 New
SIP
1387
Stoneridge Investment Partners
Pennsylvania
$1.09M -$11K -200 -1%
WCM
1388
Windsor Capital Management
Arizona
$1.09M -$89.1K -1,625 -8%
CWMU
1389
Caliber Wealth Management (Utah)
Utah
$1.09M +$1.09M +19,840 New
DAM
1390
Delta Asset Management
Tennessee
$1.09M -$84K -1,532 -7%
BPCE
1391
Bank Pictet & Cie (Europe)
Germany
$1.09M +$560K +10,215 +106%
SIM
1392
Stratos Investment Management
Ohio
$1.08M +$32.8K +598 +3%
WIC
1393
Whitegate Investment Counselors
New Hampshire
$1.08M +$65.8K +1,200 +6%
OWA
1394
Octavia Wealth Advisors
Ohio
$1.08M +$1.08M +19,651 New
WA
1395
WealthTrust Axiom
Pennsylvania
$1.08M +$13.2K +241 +1%
WSC
1396
Wellington Shields & Co
New York
$1.07M -$68.5K -1,250 -6%
CPWM
1397
Cypress Point Wealth Management
Texas
$1.07M +$1.07M +19,554 New
LOAMS
1398
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.07M -$105K -1,916 -9%
FIM
1399
Freedom Investment Management
Connecticut
$1.07M +$176K +3,207 +20%
CB
1400
CNB Bank
Pennsylvania
$1.07M -$60K -1,095 -5%
54 55
56
57 58