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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 %
AIM
1801
Acropolis Investment Management
Missouri
$505K +$27.7K +505 +6%
FWM
1802
ForthRight Wealth Management
Georgia
$505K +$505K +9,203 New
SPI
1803
Santori & Peters Inc
Pennsylvania
$504K +$204 +4 +0%
GAG
1804
GM Advisory Group
New York
$504K +$63.1K +1,150 +14%
KJHP
1805
K.J. Harrison & Partners
Ontario, Canada
$502K +$502K +9,150 New
RBFC
1806
Roman Butler Fullerton & Co
Missouri
$501K -$74.8K -1,364 -13%
SC
1807
Searle & Co
Connecticut
$499K – – –
FSCM
1808
Front Street Capital Management
Montana
$499K – – –
CHA
1809
Carmichael Hill & Associates
Maryland
$498K +$932 +17 +0.2%
FMTC
1810
Farmers & Merchants Trust Company
California
$498K +$6.86K +125 +1%
CIP
1811
Convergence Investment Partners
Florida
$498K +$11.4K +208 +2%
SAM
1812
Secure Asset Management
Michigan
$498K +$17.5K +319 +4%
BA
1813
Ballast Advisors
Minnesota
$497K +$219 +4 +0%
WAM
1814
WNY Asset Management
New York
$496K +$496K +9,082 New
AP
1815
Arlington Partners
Alabama
$494K +$1.26K +23 +0.3%
SM
1816
SG3 Management
Puerto Rico
$494K +$494K +9,000 New
EWA
1817
ERTS Wealth Advisors
Michigan
$491K -$21K -383 -4%
LC
1818
Lindbrook Capital
California
$491K +$12.2K +223 +3%
CL
1819
COWA LLC
Oklahoma
$491K +$491K +9,782 New
RIM
1820
Rockbridge Investment Management
New York
$490K +$28.6K +521 +6%
PGWM
1821
Parisi Gray Wealth Management
New Jersey
$487K -$9.49K -173 -2%
FBA
1822
Front Barnett Associates
Illinois
$486K -$1.37K -25 -0.3%
WDC
1823
Woodward Diversified Capital
California
$485K +$485K +8,851 New
RHBC
1824
R.H. Bluestein & Co
Michigan
$484K -$65.8K -1,200 -12%
KA
1825
Kozak & Associates
Colorado
$484K +$484K +9,753 New
71 72
73
74 75