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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 %
PMFA
1751
Plante Moran Financial Advisors
Michigan
$564K +$7.9K +144 +1%
PIMG
1752
Patriot Investment Management Group
Tennessee
$560K -$88.7K -1,619 -14%
JWCA
1753
J.W. Coons Advisors
Ohio
$559K -$11.2K -205 -2%
PCAP
1754
Pratt Collard Advisory Partners
New York
$559K -$10.9K -199 -2%
IIM
1755
Ironwood Investment Management
Massachusetts
$559K +$8.28K +151 +2%
BFG
1756
Berger Financial Group
Minnesota
$558K +$558K +10,180 New
LBD
1757
Landsberg Bennett & Dubbaneh
Florida
$557K -$534K -9,747 -49%
WC
1758
Whitney & Co
New York
$557K +$37.6K +762 +7%
SRC
1759
Shufro Rose & Co
New York
$555K – – –
TF
1760
Tompkins Financial
New York
$553K -$27.4K -500 -5%
CNB
1761
Camden National Bank
Maine
$552K -$73.3K -1,338 -12%
SHWM
1762
Silicon Hills Wealth Management
Texas
$551K – – –
XF
1763
XML Financial
Maryland
$551K +$188K +3,435 +52%
CAM
1764
Cubic Asset Management
Massachusetts
$549K – – –
SWMP
1765
Signature Wealth Management Partners
New Jersey
$549K +$549K +10,018 New
WIC
1766
Willis Investment Counsel
Georgia
$548K -$4.84M -88,400 -90%
PAWC
1767
P.A.W. Capital
Connecticut
$548K – – –
PNAA
1768
Pictet North America Advisors
Switzerland
$548K – – –
AWAP
1769
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$548K +$548K +9,992 New
RVM
1770
Robinson Value Management
Texas
$548K +$548K +10,000 New
AG
1771
AIA Group
Hong Kong
$548K +$548K +11,237 New
IWA
1772
IVC Wealth Advisors
Pennsylvania
$547K +$547K +9,980 New
GLLW
1773
Graves Light Lenhart Wealth
Virginia
$545K -$83.3K -1,520 -13%
SIM
1774
SSI Investment Management
California
$544K -$2.57K -47 -0.5%
LFG
1775
Lazard Frères Gestion
France
$543K +$543K +9,970 New
69 70
71
72 73