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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 %
LFA
2251
Lighthouse Financial Advisors
Maryland
$212K +$212K +3,880 New
VCM
2252
Vigilant Capital Management
Maine
$211K +$53.2K +969 +34%
SSI
2253
Scott & Selber Inc
Texas
$211K +$211K +3,852 New
PBO
2254
Peoples Bank (Ohio)
Ohio
$210K +$210K +3,823 New
SWM
2255
Shakespeare Wealth Management
Wisconsin
$210K +$210K +3,837 New
VWM
2256
Valley Wealth Managers
New Jersey
$210K +$210K +3,838 New
CIA
2257
Cascade Investment Advisors
Oregon
$209K – – –
Luther King Capital Management (LKCM)
2258
Luther King Capital Management (LKCM)
Texas
$209K -$187M -3,755,582 -100%
RPA
2259
Rock Point Advisors
Vermont
$209K +$209K +3,810 New
GWAG
2260
Garrett Wealth Advisory Group
Texas
$208K +$208K +3,800 New
CC
2261
Cipher Capital
New York
$207K -$3.08M -56,211 -94%
BFG
2262
Barber Financial Group
Kansas
$207K +$207K +3,772 New
SFG
2263
Sunburst Financial Group
Alabama
$207K +$207K +3,781 New
JAM
2264
Jupiter Asset Management
United Kingdom
$206K -$25K -457 -11%
FA
2265
Financial Advisors
Massachusetts
$206K +$206K +3,749 New
GFG
2266
Greystone Financial Group
Michigan
$206K +$206K +4,136 New
CCP
2267
Cassia Capital Partners
North Carolina
$205K +$205K +3,738 New
PA
2268
Parkside Advisors
California
$205K +$205K +3,745 New
NQWM
2269
Northwest Quadrant Wealth Management
Oregon
$205K +$205K +3,764 New
PWS
2270
Private Wealth Strategies
Ohio
$204K +$204K +3,714 New
TFCP
2271
Twin Focus Capital Partners
Massachusetts
$204K +$204K +3,716 New
SWP
2272
Strategic Wealth Partners
Ohio
$204K +$204K +3,719 New
BCM
2273
Breiter Capital Management
Florida
$204K +$204K +3,724 New
BEAM
2274
Baker Ellis Asset Management
Washington
$203K +$203K +3,700 New
HCM
2275
Hillman Capital Management
Maryland
$203K +$203K +3,709 New
89 90
91
92 93