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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 %
MCCP
1701
Mission Creek Capital Partners
California
$630K +$105K +1,919 +20%
TAIM
1702
TD Ameritrade Investment Management
Nebraska
$629K -$116K -2,113 -16%
LSA
1703
L & S Advisors
California
$627K -$1.1M -20,068 -64%
KM
1704
Kalos Management
Georgia
$627K +$2.23K +43 +0.4%
CCM
1705
Carlson Capital Management
Minnesota
$626K -$49.7K -973 -7%
EA
1706
Elm Advisors
California
$621K -$11K -200 -2%
UWPG
1707
Ullmann Wealth Partners Group
Florida
$620K +$8.94K +163 +1%
HPC
1708
Hobart Private Capital
North Carolina
$619K -$243K -4,433 -28%
KPW
1709
Kore Private Wealth
New York
$617K -$3.24K -59 -0.5%
AIC
1710
Archer Investment Corporation
Indiana
$615K -$11K -200 -2%
BSB
1711
Bangor Savings Bank
Maine
$614K -$3.02K -55 -0.5%
VCM
1712
Vivaldi Capital Management
Illinois
$613K +$767 +14 +0.1%
WA1
1713
Wimmer Associates 1
California
$612K -$156K -2,845 -20%
BCM
1714
Brooktree Capital Management
Michigan
$610K -$122K -2,232 -17%
SS
1715
Sunbelt Securities
Texas
$610K +$279K +5,086 +84%
VAM
1716
Verity Asset Management
North Carolina
$608K +$59K +1,077 +11%
VA
1717
Valmark Advisers
Ohio
$606K +$61K +1,113 +11%
EBSAM
1718
Eubel Brady & Suttman Asset Management
Ohio
$605K +$5.04K +92 +0.8%
EWM
1719
Empirical Wealth Management
Washington
$605K +$50.7K +925 +9%
NCM
1720
Noesis Capital Mangement
Florida
$603K +$27.4K +500 +5%
CC
1721
Cadinha & Co
Hawaii
$602K -$54.9K -1,000 -8%
PWMAG
1722
Pinnacle Wealth Management Advisory Group
New Jersey
$600K +$25.1K +457 +4%
Members Trust
1723
Members Trust
Florida
$600K +$57.3K +1,044 +11%
HFM
1724
Hartford Financial Management
Connecticut
$599K – – –
AI
1725
Accredited Investors
Minnesota
$599K +$45.8K +835 +8%
67 68
69
70 71