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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 %
BS
1676
Bessemer Securities
New York
$665K +$159K +2,900 +31%
PA
1677
PFG Advisors
Arizona
$664K -$3.62K -66 -0.5%
CWM
1678
Chesapeake Wealth Management
Virginia
$663K -$68.5K -1,249 -9%
TC
1679
Trust Company
Kansas
$662K -$40.2K -732 -6%
CA
1680
Calton & Associates
Florida
$659K +$3.24K +59 +0.5%
CIM
1681
Chapman Investment Management
California
$658K – – –
S
1682
SimplyRich
California
$656K – – –
AWM
1683
Aries Wealth Management
Maine
$655K – – –
PIG
1684
Pantheon Investment Group
California
$654K -$100K -1,832 -13%
PFGIA
1685
Patriot Financial Group Insurance Agency
Massachusetts
$654K +$120K +2,187 +22%
TAIM
1686
Te Ahumairangi Investment Management
New Zealand
$653K -$554K -10,100 -46%
TA
1687
Tiedemann Advisors
New York
$652K +$98.9K +1,803 +18%
ERWM
1688
Elk River Wealth Management
Colorado
$652K +$652K +11,888 New
JSC
1689
Jackson Square Capital
California
$651K +$20.8K +379 +3%
DA
1690
Detalus Advisors
Missouri
$649K -$13.7K -250 -2%
IPW
1691
Inlet Private Wealth
Florida
$649K – – –
BCAM
1692
Boston Common Asset Management
Massachusetts
$647K +$647K +11,793 New
MCM
1693
Maple Capital Management
Vermont
$645K -$17.1K -312 -3%
SWK
1694
Stephen W. Kidder
$644K -$277K -5,050 -30%
HL
1695
HeadInvest LLC
Maine
$643K +$76.2K +1,388 +13%
OFG
1696
Oxford Financial Group
Indiana
$640K +$12.6K +230 +2%
RWA
1697
River Wealth Advisors
Pennsylvania
$638K +$26K +474 +4%
GDP
1698
Great Diamond Partners
Maine
$636K -$213K -3,877 -25%
AL
1699
Aspiriant LLC
California
$635K -$632K -11,554 -50%
AP
1700
Atwood & Palmer
Missouri
$631K +$35.6K +650 +6%
66 67
68
69 70