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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 %
EWM
2301
Endurance Wealth Management
Rhode Island
$157K – – –
BAM
2302
Bellevue Asset Management
Washington
$156K -$19.5K -397 -11%
KCM
2303
Kathmere Capital Management
Pennsylvania
$153K -$1.65K -30 -1%
WC
2304
Wexford Capital
Florida
$148K -$113K -2,053 -43%
IFAM
2305
Institutional & Family Asset Management
Colorado
$145K -$1.48K -27 -1%
MF
2306
Manchester Financial
California
$145K +$12.2K +222 +9%
PCTC
2307
Perkins Coie Trust Company
Washington
$142K – – –
FP
2308
Financial Perspectives
Minnesota
$140K +$274 +5 +0.2%
ACA
2309
Atlas Capital Advisors
Wyoming
$137K +$137K +2,500 New
CL
2310
CSS LLC
Illinois
$132K – – –
NR
2311
Newfound Research
Massachusetts
$132K +$132K +2,398 New
TIAM2
2312
Tru Independence Asset Management 2
Oregon
$132K +$132K +2,415 New
BCM
2313
Bourgeon Capital Management
Connecticut
$129K -$11K -200 -8%
PS
2314
Planned Solutions
California
$129K -$11K -200 -8%
BWA
2315
Burt Wealth Advisors
Maryland
$127K – – –
KLWA
2316
Kelly Lawrence W & Associates
California
$126K -$544K -9,930 -81%
SLF
2317
Sun Life Financial
Ontario, Canada
$126K -$1.82K -33 -1%
AWG
2318
Altus Wealth Group
Colorado
$123K +$123K +2,242 New
CH
2319
Canton Hathaway
Rhode Island
$122K +$12.6K +230 +12%
LD
2320
Lipe & Dalton
New York
$121K – – –
NL
2321
NVWM LLC
Pennsylvania
$120K – – –
SFO
2322
Standard Family Office
South Dakota
$119K +$119K +2,175 New
SCA
2323
Stuart Chaussee & Associates
California
$117K – – –
PWA
2324
Phoenix Wealth Advisors
North Carolina
$117K +$117K +2,141 New
SFG
2325
Sowa Financial Group
Rhode Island
$115K – – –
91 92
93
94 95