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Coca-Cola
KO

Overview Fund Activity

2,489 hedge funds and large institutions have $157B invested in Coca-Cola in 2021 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 1,022 increasing their positions, 993 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,489
Holders Change
+14
Holders Change %
+0.57%
% of All Funds
43.45%
Holding in Top 10
66
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-14.29%
% of All Funds
1.15%
New
138
Increased
1,022
Reduced
993
Closed
94
Calls
$1.51B
Puts
$1.29B
Net Calls
+$212M
Net Calls Change
-$25.9M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$359M
2
UBS AM
UBS AM
Illinois
+$282M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$275M
4
Ameriprise
Ameriprise
Minnesota
+$268M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$216M

Top Sellers

1
BlackRock
BlackRock
New York
-$820M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$310M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$256M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$252M
5
Capital World Investors
Capital World Investors
California
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
651
Lee, Danner & Bass
Tennessee
$5.34M -$9.47K -175 -0.2%
IA
652
IFG Advisory
Georgia
$5.3M +$1.94M +35,827 +58%
TCOT
653
Trust Company of Toledo
Ohio
$5.29M -$28.6K -528 -0.5%
MIAN
654
Mariner Independent Advisor Network
Kansas
$5.25M +$507K +9,371 +11%
VWA
655
Visionary Wealth Advisors
Illinois
$5.24M -$80.6K -1,489 -2%
LOPW
656
Live Oak Private Wealth
North Carolina
$5.21M +$211K +3,891 +4%
CP
657
Cumberland Partners
Ontario, Canada
$5.2M -$26.9K -498 -0.5%
EP
658
Eudaimonia Partners
Tennessee
$5.19M -$318K -5,883 -6%
PPW
659
Parcion Private Wealth
Washington
$5.19M -$89.7K -1,657 -2%
DIP
660
DT Investment Partners
Pennsylvania
$5.17M +$23.3K +431 +0.5%
HCMT
661
Highland Capital Management (Tennessee)
Tennessee
$5.15M -$34.1K -630 -0.7%
SVWAG
662
Sound View Wealth Advisors Group
Georgia
$5.14M -$691K -12,770 -12%
BCM
663
Brookstone Capital Management
Illinois
$5.1M +$1.14M +20,744 +29%
YL
664
YCG LLC
Texas
$5.08M – – –
FCCM
665
First City Capital Management
Georgia
$5.08M +$1.14K +20 +0%
FGP
666
Foyston, Gordon, & Payne
Ontario, Canada
$5.07M – – –
SWIG
667
Strategic Wealth Investment Group
Kentucky
$5.07M +$1.24M +22,823 +32%
IPAM
668
ICICI Prudential Asset Management
India
$5.04M – – –
HPC
669
HM Payson & Co
Maine
$5.02M -$312K -5,767 -6%
KPWS
670
Kestra Private Wealth Services
Texas
$5.02M +$279K +5,151 +6%
RCC
671
Red Cedar Capital
Nebraska
$5.02M +$54 +1 +0%
VFA
672
Valeo Financial Advisors
Indiana
$5M +$42.5K +1,029 +0.9%
IC
673
Inverness Counsel
New York
$5M -$18.9K -350 -0.4%
NEAM
674
New England Asset Management
Connecticut
$4.98M +$162K +3,000 +3%
PGIM
675
Pacific Global Investment Management
California
$4.98M -$64.9K -1,199 -1%
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