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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 %
AP
2126
Advisors Preferred
Maryland
$275K -$127K -2,397 -32%
ML
2127
McAdam LLC
Pennsylvania
$275K +$45.4K +905 +20%
CWM
2128
Concentric Wealth Management
California
$274K – – –
SLG
2129
Stanley-Laman Group
Pennsylvania
$274K +$274K +5,000 New
CANC
2130
Culbertson A N & Co
Virginia
$271K -$11K -200 -4%
APWM
2131
Atlas Private Wealth Management
New York
$271K -$6.85K -125 -2%
AF
2132
Apexium Financial
Texas
$269K – – –
SFS
2133
Strategic Financial Services
New York
$269K +$5.54K +101 +2%
FIM
2134
Fernwood Investment Management
Massachusetts
$269K +$22K +400 +9%
MIH
2135
Meitav Investment House
Israel
$268K -$201K -3,657 -43%
OCM
2136
Orser Capital Management
Texas
$268K +$24.5K +446 +10%
CBB
2137
Citizens Business Bank
California
$267K +$384 +7 +0.1%
FIA
2138
Foundations Investment Advisors
Arizona
$266K -$3.78K -74 -1%
JWM
2139
Jeppson Wealth Management
California
$265K – – –
MC
2140
Mathes Company
New York
$264K – – –
AA
2141
Advisory Alpha
Michigan
$264K +$27K +493 +11%
GIM
2142
Goelzer Investment Management
Indiana
$262K -$390K -7,100 -60%
PWAG
2143
Polaris Wealth Advisory Group
California
$261K -$259K -5,071 -50%
CSM
2144
CAMG Solamere Management
North Carolina
$261K -$76.6K -1,400 -23%
GAM
2145
Gould Asset Management
California
$261K +$261K +4,766 New
JFA
2146
Johanson Financial Advisors
California
$260K +$2.52K +46 +1%
DPI
2147
Diversified Portfolios Inc
Michigan
$260K +$16.9K +308 +7%
FWP
2148
Firethorn Wealth Partners
Georgia
$260K +$260K +4,745 New
CA
2149
Capital Advantage
California
$259K +$12.3K +236 +5%
CA
2150
Continuum Advisory
Idaho
$259K +$16.8K +306 +7%
84 85
86
87 88