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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 %
IPW
2426
IronBridge Private Wealth
Texas
$14K +$14K +258 New
SFP
2427
Sterling Financial Planning
New Jersey
$13K +$13K +242 New
CFG
2428
CKW Financial Group
Hawaii
$11K – – –
GTAM
2429
Global Trust Asset Management
Florida
$11K – – –
CWM
2430
Curi Wealth Management
North Carolina
$11K +$11K +211 New
ZC
2431
Zeit Capital
Colorado
$10K +$10K +200 New
AW
2432
Avion Wealth
Texas
$9K -$2.24K -39 -20%
SWM
2433
Strategic Wealth Management
Washington
$9K -$794 -15 -8%
HWM
2434
Holloway Wealth Management
Florida
$9K -$37K – –
HIM
2435
Hillsdale Investment Management
Ontario, Canada
$8K -$53.7K -940 -87%
IF
2436
Ironwood Financial
Arizona
$8K – – –
WAM
2437
Wolverine Asset Management
Illinois
$8K +$8K +150 New
TCCM
2438
Timber Creek Capital Management
Massachusetts
$7K – – –
RWG
2439
Regal Wealth Group
California
$6K – – –
TCWA
2440
Ten Capital Wealth Advisors
Washington
$6K +$6K +102 New
FA
2441
Fortis Advisors
Pennsylvania
$6K +$6K +115 New
SQA
2442
Simon Quick Advisors
New Jersey
$5K – – –
CAM
2443
ClariVest Asset Management
California
$5K +$1.72K +30 +53%
IA
2444
IFS Advisors
Kansas
$5K +$5K +100 New
CA
2445
Crewe Advisors
Utah
$4K -$1.69K -33 -30%
TJHA
2446
Thomas J. Herzfeld Advisors
Florida
$4K – – –
RBC
2447
Roble Belko & Company
Pennsylvania
$4K – – –
T2I
2448
Turim 21 Investimentos
Brazil
$4K – – –
CMA
2449
Cedar Mountain Advisors
Oregon
$4K – – –
IA
2450
Inspire Advisors
Idaho
$4K +$4K +66 New
96 97
98
99 100