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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 %
JWBC
2401
John W. Brooker & Co
California
$34K – – –
CWM
2402
Cranbrook Wealth Management
Michigan
$33K – – –
MIM
2403
Merrion Investment Management
New Jersey
$33K +$33K +608 New
EWA
2404
Evolution Wealth Advisors
Florida
$32K – – –
PG
2405
Proffitt & Goodson
Tennessee
$32K – – –
CAM
2406
Costello Asset Management
Pennsylvania
$31K – – –
TCM
2407
TD Capital Management
Tennessee
$30K +$109 +2 +0.4%
CWM
2408
Cedar Wealth Management
California
$30K +$3.76K +68 +14%
YAL
2409
Your Advocates Ltd
Texas
$29K – – –
CIAS
2410
CBIZ Investment Advisory Services
Ohio
$28K -$25K – –
MFA
2411
McClarren Financial Advisors
Pennsylvania
$26K +$26K +484 New
AWMS
2412
Advocacy Wealth Management Services
Georgia
$25K – – –
BA
2413
Bellwether Advisors
Nebraska
$25K +$25K +466 New
MS
2414
Mizuho Securities
Japan
$24K -$84.4K -1,565 -78%
PFA
2415
Professional Financial Advisors
Nebraska
$23K +$164 +3 +0.7%
HCM
2416
Horrell Capital Management
Arkansas
$20K – – –
TAM
2417
Tucker Asset Management
Colorado
$19.4K +$19.4K +353 New
PC
2418
Permanens Capital
New York
$17K – – –
JAM
2419
JCIC Asset Management
Ontario, Canada
$17K – – –
EAM
2420
Eukles Asset Management
Ohio
$17K – – –
TIM
2421
Tortoise Investment Management
New York
$16K +$12.5K +231 +355%
GIA
2422
Goodwin Investment Advisory
Georgia
$16K +$16K +305 New
IWP
2423
IAG Wealth Partners
Wisconsin
$15K – – –
RG
2424
Retirement Group
California
$15K +$5.28K +100 +54%
FCT
2425
Family Capital Trust
Massachusetts
$14K -$5.6K -100 -29%
95 96
97
98 99