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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 %
BA
2201
Baugh & Associates
Georgia
$234K – – –
P
2202
Palladiem
Pennsylvania
$234K +$234K +4,264 New
PIC
2203
Platt Investment Counsel
Florida
$234K +$234K +4,270 New
BWM
2204
Baystate Wealth Management
Massachusetts
$233K -$118K -2,163 -34%
CWA
2205
Capital Wealth Alliance
Arizona
$233K -$5.23K -107 -2%
SFG
2206
Sather Financial Group
Texas
$233K – – –
APC
2207
Asset Planning Corporation
Tennessee
$233K +$233K +4,242 New
SCM
2208
SOL Capital Management
Maryland
$232K – – –
TFGT
2209
TS Financial Group (TSFG)
Illinois
$232K +$2.58K +47 +1%
CAGAS
2210
Capital Advisory Group Advisory Services
Minnesota
$232K +$27.4K +501 +13%
JWM
2211
Janiczek Wealth Management
Colorado
$232K +$46.7K +851 +25%
PAG
2212
Pinnacle Advisory Group
Maryland
$231K +$933 +17 +0.4%
VRM
2213
Vectors Research Management
New York
$231K +$101K +1,853 +78%
FIB
2214
First Interstate Bank
Montana
$231K +$231K +4,200 New
CCC
2215
Chelsea Counsel Company
California
$230K -$54.3K -992 -19%
SCM
2216
Salem Capital Management
Massachusetts
$230K – – –
MWM
2217
MBE Wealth Management
Wisconsin
$229K -$30K -548 -12%
WCG
2218
Weaver Consulting Group
California
$229K -$4.34K -79 -2%
SEIA
2219
Signature Estate & Investment Advisors
California
$229K +$165 +3 +0.1%
GWCM
2220
Godshalk Welsh Capital Management
Pennsylvania
$228K – – –
D
2221
Diversified
Delaware
$228K +$228K +4,617 New
HCA
2222
Horan Capital Advisors
Ohio
$227K +$124K +2,251 +119%
CIS
2223
Connors Investor Services
Pennsylvania
$227K +$227K +4,132 New
MJP
2224
Michael J. Puzo
$226K – – –
VST
2225
Van Strum & Towne
California
$226K – – –
87 88
89
90 91