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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 %
HPWM
1776
Highland Private Wealth Management
Washington
$541K -$68.2K -1,242 -11%
KWMG
1777
King Wealth Management Group
Florida
$541K – – –
EFSCE
1778
Enterprise Financial Services Corp (EFSC)
Missouri
$541K +$10K +183 +2%
WTB
1779
Washington Trust Bank
Washington
$540K +$54.3K +991 +11%
FGAM
1780
Financial Gravity Asset Management
Texas
$540K +$540K +9,999 New
LSPW
1781
Lake Street Private Wealth
Illinois
$537K +$16.5K +301 +3%
AIP
1782
Almanack Investment Partners
Pennsylvania
$537K +$33.8K +616 +7%
CA
1783
Claro Advisors
Massachusetts
$535K -$81.4K -1,485 -13%
CWM
1784
Connecticut Wealth Management
Connecticut
$534K – – –
BWA
1785
Bordeaux Wealth Advisors
California
$526K +$526K +9,589 New
PA
1786
Procyon Advisors
Connecticut
$523K -$16.1K -293 -3%
CS
1787
Capital Square
Tennessee
$521K +$57.1K +1,041 +12%
VAG
1788
VisionPoint Advisory Group
Texas
$520K -$2.24M -40,855 -81%
NAMP
1789
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$520K +$11K +200 +2%
PCP
1790
Proficio Capital Partners
Massachusetts
$520K +$18.4K +335 +4%
FCA
1791
FinTrust Capital Advisors
South Carolina
$519K -$2.58K -47 -0.5%
EW
1792
Evoke Wealth
California
$518K -$46.7K -851 -8%
CST
1793
Charles Schwab Trust
Nevada
$515K -$16.2K -295 -3%
HWA
1794
Heartwood Wealth Advisors
Virginia
$515K – – –
HC
1795
Hourglass Capital
Texas
$515K – – –
PCMC
1796
Paragon Capital Management (Colorado)
Colorado
$514K -$13.3K -242 -3%
LB
1797
Leo Brokerage
Texas
$514K +$50.6K +922 +11%
ACM
1798
Argent Capital Management
Missouri
$509K +$91.3K +1,663 +22%
XSC
1799
X-Square Capital
Puerto Rico
$509K +$117K +2,135 +30%
TIA
1800
Tiemann Investment Advisors
California
$508K +$493 +9 +0.1%
70 71
72
73 74