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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 %
BAM
1501
Blueshift Asset Management
New Jersey
$877K -$4.33M -78,989 -83%
JDR
1502
Jay D. Rosenbaum
$877K -$1.92K -35 -0.2%
CQS
1503
Credential Qtrade Securities
$873K -$123K -2,248 -12%
FFBTD
1504
First Financial Bank - Trust Division
Ohio
$872K -$5.65K -103 -0.6%
MIC
1505
Means Investment Company
Maine
$871K +$7.79K +155 +0.9%
MCM
1506
Maryland Capital Management
Maryland
$871K +$25.4K +463 +3%
Jones Financial Companies
1507
Jones Financial Companies
Missouri
$869K -$37.4K -682 -4%
RCIM
1508
Red Cedar Investment Management
Michigan
$866K +$631K +11,517 +269%
OPW
1509
Oxler Private Wealth
New York
$866K +$866K +15,800 New
CCFCSB
1510
Cape Cod Five Cents Savings Bank
Massachusetts
$861K -$101K -1,845 -11%
DAC
1511
Dividend Assets Capital
South Carolina
$860K -$11.8K -215 -1%
SWM
1512
Selective Wealth Management
Virginia
$860K +$36.5K +665 +4%
CFA
1513
Capstone Financial Advisors
Illinois
$860K +$54.9K +1,001 +7%
ISWM
1514
Independent Solutions Wealth Management
New York
$858K +$858K +15,647 New
MCM
1515
Marathon Capital Management
Maryland
$858K -$18.5K -337 -2%
CM
1516
Cornerstone Management
Georgia
$856K -$54.8K -1,000 -6%
LIM
1517
Lathrop Investment Management
Arkansas
$853K +$3.84K +70 +0.5%
AWP
1518
Accretive Wealth Partners
New Jersey
$853K +$853K +15,553 New
PAM
1519
Peak Asset Management
Colorado
$852K – – –
BPB
1520
Badgley, Phelps & Bell
Washington
$852K +$41.1K +750 +5%
TWA
1521
TPB Wealth Advisors
Texas
$847K +$847K +15,000 New
RAM
1522
Redmond Asset Management
Virginia
$846K +$78.9K +1,439 +10%
AFA
1523
American Financial Advisors
Georgia
$845K +$115K +2,103 +16%
SRCM
1524
Swift Run Capital Management
Virginia
$844K -$52.1K -950 -6%
MAM
1525
Morse Asset Management
Connecticut
$844K – – –
59 60
61
62 63