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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 %
PTP
2151
Platform Technology Partners
New York
$258K -$18.9K -344 -7%
WTFG
2152
Wells Trecaso Financial Group
Ohio
$258K +$15.6K +285 +6%
RWI
2153
Red Wave Investments
Pennsylvania
$256K +$256K +4,666 New
BI
2154
Berkeley Inc
Idaho
$256K +$256K +4,662 New
SBF
2155
Sara-Bay Financial
Florida
$255K – – –
MMA
2156
Miracle Mile Advisors
California
$255K +$20.4K +372 +9%
HFG
2157
Heron Financial Group
New York
$254K -$6.25K -125 -2%
WS
2158
Wela Strategies
Georgia
$254K – – –
SAM
2159
Security Asset Management
New York
$254K +$98.2K +1,790 +63%
OIA
2160
Optimum Investment Advisors
Illinois
$253K -$69.8K -1,271 -22%
GAM
2161
Gemmer Asset Management
California
$253K +$70.7K +1,289 +39%
CA
2162
Cornerstone Advisory
Maryland
$252K -$350K -6,380 -58%
AA
2163
Aufman Associates
Pennsylvania
$252K +$274 +5 +0.1%
RDFA
2164
Ritter Daniher Financial Advisory
Ohio
$252K +$252K +4,597 New
GWAM
2165
Guardian Wealth Advisors (Minnesota)
Minnesota
$252K +$252K +4,600 New
CTI
2166
Community Trust & Investment
Kentucky
$251K +$251K +4,581 New
FSG
2167
Financial Strategies Group
Michigan
$250K +$494 +9 +0.2%
CCB
2168
Cutter & Co Brokerage
Missouri
$249K -$85.1K -1,551 -25%
TIM
2169
Total Investment Management
Arizona
$249K – – –
PAM
2170
Private Asset Management
California
$248K -$5.16K -94 -2%
CPA
2171
Clear Perspective Advisors
Illinois
$248K +$248K +4,528 New
FFG
2172
Frisch Financial Group
New York
$246K -$7.4K -135 -3%
FMP
2173
Financial Management Professionals
Texas
$246K +$6.96K +127 +3%
MHR
2174
Matthew Hamilton Rosenberg
$246K +$11.4K +207 +5%
SPP
2175
Single Point Partners
Massachusetts
$246K +$14.7K +268 +6%
85 86
87
88 89