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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 %
NCM
2326
New Capital Management
Texas
$114K – – –
GWM
2327
Greenhouse Wealth Management
Connecticut
$110K +$110K +2,000 New
MAWCM
2328
Mine & Arao Wealth Creation & Management
California
$109K +$716 +13 +0.7%
WCMN
2329
Westchester Capital Management (Nebraska)
Nebraska
$108K – – –
SIAG
2330
Safeguard Investment Advisory Group
California
$106K +$106K +1,935 New
LWA
2331
Lowe Wealth Advisors
Maryland
$104K – – –
BWM
2332
Birchcreek Wealth Management
Ohio
$104K +$104K +1,911 New
MIM
2333
Meridiem Investment Management
United Kingdom
$103K +$103K +1,880 New
TWM
2334
Tradition Wealth Management
Minnesota
$102K +$102K +1,855 New
FWM
2335
Focused Wealth Management
New York
$101K +$5.79K +105 +6%
RA
2336
Reby Advisors
Connecticut
$101K +$101K +1,847 New
AS
2337
Altshuler Shaham
Israel
$100K -$24.5K -448 -20%
PO
2338
Private Ocean
California
$100K +$11.4K +207 +13%
IAS
2339
IMA Advisory Services
Colorado
$99K -$32K -581 -24%
LIA
2340
Luken Investment Analytics
Tennessee
$99K +$99K +1,800 New
EARNEST Partners
2341
EARNEST Partners
Georgia
$97K – – –
TLFA
2342
True Link Financial Advisors
California
$96K +$96K +1,750 New
GC
2343
Grace Capital
Massachusetts
$94K – – –
BWA
2344
BDO Wealth Advisors
Florida
$93K -$106K -1,930 -53%
ICM
2345
Islay Capital Management
Texas
$92K +$439 +8 +0.5%
DWMG
2346
DB Wealth Management Group
California
$91K +$91K +1,654 New
PA
2347
Perennial Advisors
New York
$88K +$88K +1,607 New
WIM
2348
Westside Investment Management
California
$87.9K +$3.77K +204 +4%
TFIPS
2349
Towarzystwo Funduszy Inwestycyjnych PZU SA
$87.4K +$87.4K +1,593 New
BC
2350
Barnett & Company
Tennessee
$85K -$46.2K -850 -35%
92 93
94
95 96