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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 %
KFA
1426
Kelleher Financial Advisors
New York
$999K – – –
PFA
1427
Paradigm Financial Advisors
Missouri
$998K -$34.3K -625 -3%
SP
1428
Successful Portfolios
Florida
$998K +$11.8K +215 +1%
CWM
1429
Centric Wealth Management
Illinois
$998K +$342K +6,227 +52%
SWM
1430
Segment Wealth Management
Texas
$996K -$9.87K -180 -1%
BCM
1431
Blume Capital Management
California
$993K -$11K -200 -1%
6M
1432
6 Meridian
Kansas
$991K -$163K -2,971 -14%
PCM
1433
Parsons Capital Management
Rhode Island
$991K -$37.5K -685 -4%
HIM
1434
Hotaling Investment Management
Pennsylvania
$991K +$6.74K +123 +0.7%
PCA
1435
Private Capital Advisors
Connecticut
$988K +$549 +10 +0.1%
ROTUOC
1436
Regents of the University of California
California
$987K – – –
LSAG
1437
Lake Street Advisors Group
New Hampshire
$986K +$22.8K +416 +2%
JFA
1438
JNBA Financial Advisors
Minnesota
$984K +$10.3K +188 +1%
ACG
1439
Allen Capital Group
Nebraska
$984K +$91.4K +1,668 +10%
MS
1440
Madden Securities
Texas
$982K -$2.74K -50 -0.3%
LFA
1441
Legacy Financial Advisors
Kentucky
$976K +$40.8K +744 +4%
WAP
1442
Wealthcare Advisory Partners
Pennsylvania
$975K +$235K +4,281 +32%
TB
1443
Terril Brothers
Missouri
$969K – – –
MCM
1444
Mainstay Capital Management
Michigan
$965K -$23.7K -432 -2%
PFT
1445
Providence First Trust
Arizona
$964K +$436K +7,942 +82%
PB
1446
Pinnacle Bancorp
Nebraska
$963K – – –
LC
1447
LCNB Corp
Ohio
$961K -$3.67K -67 -0.4%
MFG
1448
Magnus Financial Group
New York
$961K +$94.6K +1,725 +11%
FPCG
1449
Fort Pitt Capital Group
Pennsylvania
$960K -$149K -2,725 -13%
FFS
1450
Founders Financial Securities
Maryland
$959K +$959K +17,483 New
56 57
58
59 60