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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 %
BCA
1626
Bay Colony Advisors
Massachusetts
$712K +$178K +3,240 +33%
AFIA
1627
America First Investment Advisors
Nebraska
$711K – – –
SF
1628
Symphony Financial
Texas
$710K -$87.3K -1,654 -11%
MWA
1629
Meridian Wealth Advisors
Texas
$709K -$14.4K -262 -2%
MPIA
1630
Mountain Pacific Investment Advisers
Idaho
$708K +$21.4K +390 +3%
FAM
1631
Formidable Asset Management
Ohio
$707K -$62.1K -1,170 -8%
LWMM
1632
Legacy Wealth Management (Mississippi)
Mississippi
$707K – – –
EWM
1633
Evermay Wealth Management
Virginia
$706K -$15.5K -283 -2%
1WA
1634
180 Wealth Advisors
Washington
$706K +$110K +2,274 +19%
ACM
1635
Armbruster Capital Management
New York
$704K – – –
CRIG
1636
Charter Research & Investment Group
Connecticut
$704K +$71.3K +1,300 +11%
BSI
1637
Bennett Selby Investments
Maine
$704K +$704K +12,839 New
BDFN
1638
Bond & Devick Financial Network
Minnesota
$704K +$704K +12,845 New
MAG
1639
Mayfair Advisory Group
Alabama
$702K +$461K +8,405 +191%
SFSIG
1640
San Francisco Sentry Investment Group
California
$699K +$40.3K +735 +6%
LNWTC
1641
Laird Norton Wetherby Trust Company
Washington
$699K +$699K +12,751 New
PH
1642
Pinnacle Holdings
Oklahoma
$698K -$15.1K -275 -2%
CAM
1643
Carret Asset Management
New York
$697K -$52.7K -962 -7%
SIM
1644
Sadoff Investment Management
Wisconsin
$697K -$29.6K -540 -4%
AAM
1645
Autus Asset Management
Arizona
$695K -$333K -6,080 -32%
BCB
1646
Brian C. Broderick
$695K -$32.9K -600 -5%
SG
1647
StoneX Group
New York
$695K +$149K +2,723 +27%
IFS
1648
Ifrah Financial Services
Arkansas
$694K -$4.17K -76 -0.6%
IIM
1649
InTrack Investment Management
Vermont
$693K +$693K +12,632 New
SW
1650
SkyOak Wealth
Michigan
$691K +$384 +7 +0.1%
64 65
66
67 68