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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 %
GIP
2001
Granite Investment Partners
California
$358K – – –
ACM
2002
Alethea Capital Management
Washington
$357K – – –
FUBT
2003
First United Bank & Trust
Maryland
$356K -$11K -200 -3%
MIC
2004
Meridian Investment Counsel
California
$356K – – –
SCM
2005
Sterneck Capital Management
Missouri
$356K – – –
WG
2006
Winton Group
United Kingdom
$356K +$356K +6,500 New
9WM
2007
9258 Wealth Management
Ohio
$355K -$33.2K -606 -9%
IMOV
2008
Investment Management of Virginia
Virginia
$355K – – –
EI
2009
Ellevest Inc
New York
$355K +$31.6K +577 +10%
MKC
2010
M. Kraus & Co
Vermont
$355K +$92.3K +1,685 +35%
DDPIC
2011
Deroy & Devereaux Private Investment Counsel
Michigan
$353K +$17.8K +325 +5%
JLBC
2012
J.L. Bainbridge & Co
Florida
$353K +$20.6K +375 +6%
BWM
2013
BCS Wealth Management
Tennessee
$352K – – –
FWM
2014
FSA Wealth Management
Massachusetts
$352K – – –
LGA
2015
Lebenthal Global Advisors
New York
$351K +$351K +6,401 New
MWM
2016
Mascoma Wealth Management
New Hampshire
$350K +$350K +6,380 New
CCM
2017
Chiron Capital Management
Florida
$349K -$1.65K -30 -0.5%
LA
2018
LVW Advisors
New York
$349K +$54.8K +998 +19%
POIA
2019
Pin Oak Investment Advisors
Texas
$348K -$1.59K -29 -0.5%
IFG
2020
Investors Financial Group
Minnesota
$348K +$38.5K +702 +12%
SWM
2021
Salvus Wealth Management
New Jersey
$348K +$348K +6,810 New
LFF
2022
Level Four Financial
Texas
$347K +$347K +6,332 New
SWP
2023
Summit Wealth Partners
Florida
$346K +$165 +3 +0%
UF
2024
Univest Financial
Pennsylvania
$345K – – –
ACH
2025
ArrowMark Colorado Holdings
Colorado
$345K – – –
79 80
81
82 83