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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 %
AAP
2101
Arax Advisory Partners
Colorado
$285K -$26.2K -478 -8%
TWM
2102
Titus Wealth Management
California
$285K -$19.2K -349 -6%
LDFR
2103
Lehman & Derafelo Financial Resources
Pennsylvania
$285K +$10.6K +194 +4%
NCM
2104
Northside Capital Management
Oregon
$284K -$613K -11,195 -68%
GAM
2105
Garrison Asset Management
Arkansas
$284K -$69.5K -1,267 -20%
CWAG
2106
Compton Wealth Advisory Group
Virginia
$284K -$21.5K -392 -7%
CPWA
2107
Cerro Pacific Wealth Advisors
California
$284K +$284K +5,184 New
LB
2108
Legacy Bridge
Iowa
$283K – – –
Ninety One (UK)
2109
Ninety One (UK)
United Kingdom
$283K – – –
LCM
2110
Liberty Capital Management
Michigan
$283K +$283K +5,164 New
CPC
2111
Congress Park Capital
New York
$282K -$76.7K -1,400 -21%
RDWM
2112
Red Door Wealth Management
Tennessee
$282K -$22.5K -409 -7%
CFG
2113
CMC Financial Group
Georgia
$282K – – –
HHGA
2114
Halbert Hargrove Global Advisors
California
$282K +$4.23K +77 +2%
EW
2115
Element Wealth
Mississippi
$280K -$1.37K -25 -0.5%
LIG
2116
Lokken Investment Group
Delaware
$280K +$280K +5,114 New
AIG
2117
American International Group
New York
$279K +$176K +2,901,821 +172%
CFO
2118
Collective Family Office
Pennsylvania
$279K +$279K +5,082 New
SMA
2119
Sage Mountain Advisors
Georgia
$279K +$279K +5,090 New
NAM
2120
North American Management
Massachusetts
$278K – – –
CAM
2121
Congress Asset Management
Massachusetts
$278K -$77.6K -1,414 -22%
CAM
2122
CenterStar Asset Management
Illinois
$278K -$2.17M – –
MCM
2123
McRae Capital Management
New Jersey
$278K +$11K +200 +4%
LJHT
2124
Laurie J. Hall Trustee
$277K – – –
CBFP
2125
Cedar Brook Financial Partners
Ohio
$276K +$2.75K +50 +1%
83 84
85
86 87