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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 %
PFO
1926
Pathstone Family Office
New Jersey
$413K +$297K +5,422 +255%
LWM
1927
Lyell Wealth Management
California
$411K +$4.94K +90 +1%
HPCM
1928
Hunter Perkins Capital Management
Illinois
$411K +$411K +7,500 New
SWA
1929
SOA Wealth Advisors
New York
$411K +$411K +8,289 New
PS
1930
Portfolio Solutions
Michigan
$409K -$105K -1,909 -20%
MFG
1931
Menard Financial Group
Texas
$409K -$47.1K -860 -10%
SDWIA
1932
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$409K – – –
WA
1933
Wealth Architects
California
$409K +$3.51K +64 +0.9%
MGIA
1934
Matthew Goff Investment Advisor
Texas
$409K +$46.5K +848 +13%
WI
1935
WrapManager Inc
California
$406K -$285K -5,196 -41%
SA
1936
Strategic Advisors
New York
$406K -$60.8K -1,217 -13%
GWSG
1937
GPS Wealth Strategies Group
Colorado
$405K +$405K +7,384 New
PCFFS
1938
Pacific Center for Financial Services
California
$402K – – –
BB
1939
Berkshire Bank
Massachusetts
$401K -$62.8K -1,145 -14%
RP
1940
Riverbridge Partners
Minnesota
$401K -$2.42K -44 -0.6%
SFG
1941
SevenBridge Financial Group
Pennsylvania
$400K +$14.6K +267 +4%
HBWM
1942
Hollow Brook Wealth Management
New York
$398K -$52.5K -957 -12%
LC
1943
Landaas & Company
Wisconsin
$398K – – –
MC
1944
Miramar Capital
Illinois
$398K +$177K +3,535 +80%
SAG
1945
Spotlight Asset Group
Illinois
$396K +$15.6K +285 +4%
FM
1946
Family Management
New York
$396K +$18.5K +337 +5%
FCFC
1947
First Citizens Financial Corp
Iowa
$396K +$31.7K +578 +9%
AMCA
1948
Arthur M. Cohen & Associates
Illinois
$395K – – –
MA
1949
Mezzasalma Advisors
New Jersey
$395K +$395K +7,199 New
PPP
1950
Private Portfolio Partners
New Jersey
$395K -$61.6K -1,124 -14%
76 77
78
79 80