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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 %
TC
1976
Truvestments Capital
Florida
$375K +$43.5K +795 +13%
CM
1977
Castleark Management
Illinois
$374K – – –
ACM
1978
Ategra Capital Management
Virginia
$373K -$2.52K -46 -0.7%
BOS
1979
Bingham Osborn & Scarborough
California
$373K -$181K -3,306 -33%
EWF
1980
Epstein & White Financial
California
$373K -$25.5K -465 -6%
EIP
1981
Ellis Investment Partners
Pennsylvania
$373K +$3.45K +63 +0.9%
OCG
1982
Opus Capital Group
Ohio
$372K +$384 +7 +0.1%
SA
1983
SL Advisors
New Jersey
$372K +$1.97K +36 +0.5%
CS
1984
Cannell & Spears
New York
$372K +$57.6K +1,050 +18%
HAC
1985
Harbor Advisory Corp
New Hampshire
$370K +$126K +2,288 +51%
CCP
1986
Cardan Capital Partners
Colorado
$369K +$90K +1,641 +32%
TVAMP
1987
Tennessee Valley Asset Management Partners
Tennessee
$368K +$368K +6,708 New
AAS
1988
Annex Advisory Services
Wisconsin
$367K +$12.2K +223 +3%
CHP
1989
Cable Hill Partners
Oregon
$367K +$22K +401 +6%
AWA
1990
Alta Wealth Advisors
Massachusetts
$367K +$367K +6,697 New
TWM
1991
TriaGen Wealth Management
California
$367K +$367K +6,701 New
BHTS
1992
Bar Harbor Trust Services
Maine
$365K -$30.3K -553 -8%
PI
1993
Pettee Investors
Connecticut
$365K – – –
HI
1994
Hendershot Investments
Virginia
$364K +$54.9K +1,000 +18%
KL
1995
KWMG LLC
Kansas
$363K +$7.51K +137 +2%
SA
1996
SRH Advisors
Kansas
$362K +$1.21K +22 +0.3%
FPCM
1997
Financial Partners Capital Management
New York
$362K – – –
KFI
1998
Key Financial Inc
Pennsylvania
$361K -$7.73K -141 -2%
WOC
1999
West Oak Capital
California
$360K +$6.14K +112 +2%
DIS
2000
Diversified Investment Strategies
Louisiana
$359K – – –
78 79
80
81 82