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Coca-Cola

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1476
Modera Wealth Management
New Jersey
$918K +$357K +6,503 +64%
WP
1477
WealthPLAN Partners
Nebraska
$917K +$391K +7,965 +74%
MIA
1478
MainStreet Investment Advisors
Illinois
$916K -$17.1K -312 -2%
CIM
1479
CIM Investment Management
Pennsylvania
$916K -$14.6K -266 -2%
BG
1480
Berry Group
Massachusetts
$915K +$10.3K +188 +1%
LWAM
1481
Legacy Wealth Asset Management
Minnesota
$911K +$911K +16,614 New
LSV Asset Management
1482
LSV Asset Management
Illinois
$910K -$65.8K -1,200 -7%
CC
1483
Claybrook Capital
Massachusetts
$910K
AAM
1484
Augustine Asset Management
Florida
$909K -$149K -2,719 -14%
FMTCOCP
1485
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$906K
SCM
1486
Spreng Capital Management
Ohio
$904K -$75.3K -1,373 -8%
SSWM
1487
Smith Salley Wealth Management
North Carolina
$904K +$767 +14 +0.1%
Kovitz Investment Group Partners
1488
Kovitz Investment Group Partners
Illinois
$900K -$67.7K -1,235 -7%
HBT
1489
Hills Bank & Trust
Iowa
$900K -$55 -1 -0%
GC
1490
Grimes & Company
Massachusetts
$898K -$11.1K -202 -1%
ECM
1491
Exchange Capital Management
Michigan
$898K +$242K +4,420 +37%
KWM
1492
Keebeck Wealth Management
Illinois
$897K
CPIA
1493
Cornell Pochily Investment Advisors
New York
$892K -$14.2K -259 -2%
KMWM
1494
Keudell/Morrison Wealth Management
Oregon
$891K -$46.5K -849 -5%
CWA
1495
Carolina Wealth Advisors
South Carolina
$888K -$11.1K -203 -1%
FFN
1496
Focus Financial Network
Minnesota
$884K +$9.65K +176 +1%
BCA
1497
Berman Capital Advisors
Georgia
$881K -$86.9K -1,588 -9%
PCS
1498
Personal CFO Solutions
New Jersey
$881K +$98.1K +1,790 +13%
IWAG
1499
Integer Wealth Advisors Group
Georgia
$878K
FHB
1500
First Hawaiian Bank
Hawaii
$878K +$10.6K +193 +1%