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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 %
WFG
1901
Wills Financial Group
Virginia
$427K -$97.9K -1,786 -19%
EM
1902
ELCO Management
New York
$427K -$67.5K -1,231 -14%
UAM
1903
UAS Asset Management
New York
$426K -$466K -8,500 -52%
CWC
1904
Carolinas Wealth Consulting
North Carolina
$426K +$19K +346 +5%
JAG
1905
Journey Advisory Group
Kentucky
$425K +$425K +7,750 New
AO
1906
Advisor OS
Illinois
$425K +$425K +7,758 New
AWM
1907
Absher Wealth Management
North Carolina
$424K -$64.9K -1,182 -13%
BIAS
1908
Beacon Investment Advisory Services
New Jersey
$424K +$21.2K +387 +5%
SN
1909
Sittner & Nelson
Oregon
$424K +$424K +7,726 New
MIM
1910
Miller Investment Management
Pennsylvania
$423K – – –
RZH
1911
Relyea Zuckerberg Hanson
Connecticut
$422K -$1.1K -20 -0.3%
CWG
1912
Cornerstone Wealth Group
North Carolina
$422K +$14.3K +260 +3%
BA
1913
Bristlecone Advisors
Washington
$422K +$14.9K +271 +4%
CWA
1914
Clearview Wealth Advisors
Oregon
$421K +$421K +7,671 New
PSP
1915
Principal Street Partners
Tennessee
$420K -$329 -6 -0.1%
HVIA
1916
Hudson Valley Investment Advisors
New York
$420K – – –
SAM
1917
S.A. Mason
Michigan
$419K +$10.2K +185 +2%
BL
1918
BFSG LLC
California
$418K -$19.2K -350 -4%
TVWM
1919
Tower View Wealth Management
Wisconsin
$418K +$39.3K +717 +10%
GG
1920
Greenwood Gearhart
Arkansas
$417K -$79.5K -1,449 -16%
IA
1921
Insight Advisors
Pennsylvania
$416K +$416K +7,592 New
VFP
1922
Verus Financial Partners
Virginia
$415K -$1.44M -26,201 -78%
AA
1923
Addison Advisors
Vermont
$415K +$415K +7,575 New
QAM
1924
QCI Asset Management
New York
$414K -$5.1K -93 -1%
SIA
1925
SkyView Investment Advisors
New Jersey
$414K +$414K +7,549 New
75 76
77
78 79