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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 %
TAM
1951
Trillium Asset Management
Massachusetts
$393K +$14.4K +262 +4%
JBA
1952
Johnson Bixby & Associates
Washington
$393K +$393K +7,163 New
QCM
1953
Quest Capital Management
Texas
$391K -$29.4K -535 -7%
CCA
1954
Childress Capital Advisors
Texas
$389K +$389K +7,062 New
EAM
1955
Evanson Asset Management
California
$387K +$64.2K +1,170 +20%
FF
1956
FourThought Financial
Florida
$386K +$386K +7,050 New
HPIA
1957
Hamilton Point Investment Advisors
North Carolina
$385K – – –
PWM
1958
Provident Wealth Management
Tennessee
$384K -$384 -7 -0.1%
RWP
1959
RWA Wealth Partners
Massachusetts
$384K +$107K +1,952 +39%
SAM
1960
SignalPoint Asset Management
Missouri
$383K – – –
BBHBI
1961
B, B, H, & B Inc
Alabama
$383K +$383K +7,000 New
BOS
1962
Bank of Stockton
California
$382K – – –
MFW
1963
Mosaic Family Wealth
Missouri
$382K +$165 +3 +0%
GFPC
1964
Global Financial Private Client
Florida
$382K +$1.81K +33 +0.5%
HCM
1965
HMS Capital Management
Tennessee
$381K -$55.5K -1,010 -13%
ITIM
1966
Indiana Trust & Investment Management
Indiana
$381K -$12.4K -225 -3%
AWP
1967
Ascent Wealth Partners
New York
$380K +$1.75K +32 +0.5%
CWP
1968
Concord Wealth Partners
Virginia
$380K +$380K +6,929 New
CC
1969
Cornerstone Capital
California
$378K – – –
PSC
1970
Prentiss Smith & Co
Vermont
$377K -$2.58K -47 -0.7%
IGGA
1971
Iron Gate Global Advisors
Utah
$377K – – –
DIM
1972
Delta Investment Management
California
$376K -$54.7K -1,000 -13%
SFA
1973
Souders Financial Advisors
Ohio
$375K -$40.2K -732 -10%
CWM
1974
Cabot Wealth Management
Massachusetts
$375K -$5.37K -98 -1%
FAG
1975
Financial Advisory Group
Texas
$375K – – –
77 78
79
80 81