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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 %
CG
2051
Clarus Group
Texas
$322K +$322K +6,345 New
EA
2052
Emerald Advisors
Washington
$321K -$181K -3,297 -36%
VCM
2053
Vision Capital Management
Oregon
$320K -$5.26K -96 -2%
PHAM
2054
Palisades Hudson Asset Management
Florida
$320K +$439 +8 +0.1%
MLFP
2055
MPS Loria Financial Planners
Illinois
$320K +$52.1K +988 +19%
GC
2056
Gibson Capital
Pennsylvania
$319K – – –
GP
2057
Girard Partners
Pennsylvania
$318K -$138K -2,513 -30%
NIC
2058
Northwest Investment Counselors
Oregon
$318K +$55 +1 +0%
1WM
2059
1900 Wealth Management
Texas
$318K +$318K +5,790 New
CAMG
2060
CWA Asset Management Group
Florida
$316K +$11.6K +212 +4%
OPA
2061
Old Port Advisors
Maine
$316K +$316K +5,995 New
SEEDPG
2062
S.E.E.D. Planning Group
New York
$315K +$315K +5,746 New
SCA
2063
Sippican Capital Advisors
Massachusetts
$314K – – –
MPCG
2064
Matrix Private Capital Group
New York
$314K +$314K +5,720 New
MW
2065
MBL Wealth
North Carolina
$314K +$314K +5,732 New
WMA
2066
Wealth Management Associates
New Jersey
$314K +$110 +2 +0%
LWM
2067
Liberty Wealth Management
California
$313K -$145 -3 -0%
AIM
2068
Avity Investment Management
Connecticut
$313K – – –
KFA
2069
Krane Funds Advisors
New York
$313K +$313K +5,716 New
ECM
2070
Elgethun Capital Management
South Dakota
$312K +$15K +274 +5%
LF
2071
Lantz Financial
Illinois
$311K +$27.8K +508 +10%
JIP
2072
JBJ Investment Partners
South Carolina
$311K +$311K +5,671 New
CYG
2073
Clean Yield Group
Vermont
$310K -$12.9K -235 -4%
SFFS
2074
Stonehage Fleming Financial Services
Jersey
$308K -$3.65M -66,666 -92%
HCM
2075
Hutchinson Capital Management
California
$307K – – –
81 82
83
84 85