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Coca-Cola
KO

Overview Fund Activity

2,468 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,098 increasing their positions, 912 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-21
Holders Change %
-0.84%
% of All Funds
43.34%
Holding in Top 10
63
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.55%
% of All Funds
1.11%
New
109
Increased
1,098
Reduced
912
Closed
94
Calls
$1.55B
Puts
$1.36B
Net Calls
+$185M
Net Calls Change
-$26.9M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$480M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$402M
3
Citadel Advisors
Citadel Advisors
Florida
+$360M
4
Renaissance Technologies
Renaissance Technologies
New York
+$316M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$246M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
Franklin Resources
Franklin Resources
California
-$239M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$234M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$211M
5
KBC Group
KBC Group
Belgium
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
651
Dubuque Bank & Trust
Iowa
$5.29M +$3.57K +68 +0.1%
HFS
652
Haverford Financial Services
Pennsylvania
$5.29M -$6.03K -115 -0.1%
SIM
653
Sonora Investment Management
Arizona
$5.27M +$29.7K +566 +0.6%
PPW
654
Parcion Private Wealth
Washington
$5.27M +$44.2K +812 +0.8%
RC
655
RBF Capital
California
$5.25M – – –
NEAM
656
New England Asset Management
Connecticut
$5.24M +$409K +7,796 +8%
UB
657
UMB Bank
Missouri
$5.23M -$197K -3,748 -4%
SCA
658
Stokes Capital Advisors
South Carolina
$5.22M +$18K +343 +0.3%
TCOT
659
Trust Company of Toledo
Ohio
$5.2M +$71.8K +1,368 +1%
WT
660
Washington Trust
Rhode Island
$5.2M -$75K -1,429 -1%
IA
661
IFG Advisory
Georgia
$5.18M +$44.1K +841 +0.9%
VWA
662
Visionary Wealth Advisors
Illinois
$5.14M +$60.2K +1,147 +1%
H
663
HoyleCohen
California
$5.14M -$189K -3,593 -4%
TC
664
TwinBeech Capital
New York
$5.12M +$5.12M +97,499 New
LDB
665
Lee, Danner & Bass
Tennessee
$5.1M -$78.8K -1,501 -2%
AAS
666
Avantax Advisory Services
Texas
$5.09M +$559K +10,653 +12%
AAF
667
Andra AP-fonden
Sweden
$5.07M +$719K +13,700 +17%
EP
668
Eudaimonia Partners
Tennessee
$5.06M +$19.6K +374 +0.4%
PI
669
PFS Investments
Georgia
$5.03M +$185K +3,291 +4%
CP
670
Cumberland Partners
Ontario, Canada
$5.03M -$13.1K -250 -0.3%
KPWS
671
Kestra Private Wealth Services
Texas
$5.02M +$151K +2,884 +3%
SVWAG
672
Sound View Wealth Advisors Group
Georgia
$5.01M +$22.8K +434 +0.5%
WAM
673
World Asset Management
Michigan
$4.99M -$330K -6,292 -6%
VFA
674
Valeo Financial Advisors
Indiana
$4.99M +$103K +2,547 +2%
FI
675
Fosun International
China
$4.96M +$585K +11,136 +13%
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