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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 %
DFA
1601
Delta Financial Advisors
Louisiana
$748K -$4K -73 -0.5%
BCM
1602
BTC Capital Management
Iowa
$747K +$462K +8,428 +162%
MC
1603
Middleton & Co
Massachusetts
$744K – – –
SXL
1604
Summit X LLC
Missouri
$743K -$45K -820 -6%
FNBTCON
1605
First National Bank & Trust Co of Newtown
Pennsylvania
$743K – – –
ACM
1606
Advisors Capital Management
New Jersey
$741K +$80K +1,460 +12%
PCC
1607
Park Circle Company
Maryland
$740K -$548K -10,000 -43%
NIMI
1608
Natixis Investment Managers International
France
$740K – – –
JFGIW
1609
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$738K +$205K +3,733 +38%
DMK
1610
David M. Knott
$735K – – –
FC
1611
Forte Capital
New York
$730K -$27.6K -503 -4%
CII
1612
Capital International Inc
California
$730K – – –
AFG
1613
Allegheny Financial Group
Pennsylvania
$730K +$730K +13,312 New
ECA
1614
Elevated Capital Advisors
Utah
$728K -$57.9K -1,056 -7%
WA
1615
Wambolt & Associates
Colorado
$728K -$31K -565 -4%
AIM
1616
Aspen Investment Management
Michigan
$726K +$136K +2,488 +23%
AIA
1617
Arbor Investment Advisors
North Carolina
$725K -$10.7K -195 -1%
CS
1618
Comerica Securities
Michigan
$724K -$409K -7,464 -36%
W
1619
WealthStone
Ohio
$724K +$8.44K +154 +1%
CWM
1620
Circle Wealth Management
New Jersey
$723K +$4.83K +88 +0.7%
TFS
1621
Thoroughbred Financial Services
Tennessee
$722K -$68.7K -1,253 -9%
NI
1622
NFC Investments
Tennessee
$722K – – –
GA
1623
GoalVest Advisory
New York
$720K +$720K +13,130 New
LMAM
1624
Legg Mason Asset Management
Japan
$718K +$718K +13,096 New
TIA
1625
Traphagen Investment Advisors
New Jersey
$714K -$11.3K -206 -2%
63 64
65
66 67