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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 %
CWS
1726
Cypress Wealth Services
California
$598K +$598K +10,903 New
CFA
1727
CWS Financial Advisors
Michigan
$597K +$70.7K +1,289 +13%
IDA
1728
Intelligence Driven Advisers
California
$594K -$24.8K -453 -4%
AIM
1729
Alhambra Investment Management
Florida
$594K -$8.78K -160 -1%
CA
1730
Cambridge Advisors
Nebraska
$594K +$3.89K +71 +0.7%
NFG
1731
Nadler Financial Group
Illinois
$592K -$32.9K -600 -5%
WGA
1732
Weather Gauge Advisory
Virginia
$589K -$208K -3,782 -26%
APWA
1733
Atlas Private Wealth Advisors
New Jersey
$589K +$79K +1,441 +15%
MFG
1734
Merit Financial Group
Georgia
$587K -$4.28K -78 -0.7%
BT
1735
Brandywine Trust
Delaware
$586K – – –
KA
1736
Kercheville Advisors
Texas
$586K +$586K +10,825 New
KP
1737
Keel Point
Alabama
$585K +$16.6K +303 +3%
SB
1738
Strategic Blueprint
Georgia
$584K +$584K +10,648 New
SWMG
1739
Strategic Wealth Management Group
Maryland
$583K +$164K +2,996 +39%
MC
1740
Montag & Caldwell
Georgia
$581K +$43.9K +800 +8%
MA
1741
MJP Associates
Connecticut
$579K +$579K +10,550 New
MSR
1742
Main Street Research
Connecticut
$578K +$68.8K +1,256 +14%
AC
1743
Avestar Capital
New York
$574K -$76.6K -1,398 -12%
NGA
1744
Naples Global Advisors
Florida
$574K +$93.8K +1,711 +20%
AWA
1745
Aaron Wealth Advisors
Illinois
$571K +$571K +10,426 New
SOAMC
1746
Spirit of America Management Corp
New York
$570K – – –
IAP
1747
Indie Asset Partners
Indiana
$568K +$110 +2 +0%
DWM
1748
Dakota Wealth Management
Florida
$568K +$122K +2,227 +27%
CCFM
1749
Clear Creek Financial Management
Washington
$566K +$566K +10,334 New
PP
1750
Professional Planning
California
$565K +$565K +10,305 New
68 69
70
71 72