KO icon

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 %
WFMPM
676
Woodley Farra Manion Portfolio Management
Indiana
$4.97M -$521K -9,632 -9%
HSA
677
HBK Sorce Advisory
Pennsylvania
$4.96M +$183K +3,388 +4%
ECM
678
ExodusPoint Capital Management
New York
$4.95M +$4.95M +91,433 New
AIM
679
Allen Investment Management
New York
$4.92M – – –
APP
680
Avantax Planning Partners
Iowa
$4.91M +$568K +10,490 +13%
AIM
681
Anchor Investment Management
South Carolina
$4.89M +$182K +3,364 +4%
JWCA
682
J.W. Cole Advisors
Florida
$4.85M +$2.29M +42,316 +89%
RC
683
RegentAtlantic Capital
New Jersey
$4.84M +$1.06M +19,519 +28%
MCP
684
Martin Capital Partners
Oregon
$4.83M +$69.3K +1,281 +1%
HI
685
Harbour Investments
Wisconsin
$4.81M -$53K -979 -1%
CAM
686
Columbia Asset Management
Michigan
$4.81M -$1.54M -28,391 -24%
CFGS
687
Concourse Financial Group Securities
Alabama
$4.77M +$359K +6,580 +8%
BST
688
Bath Savings Trust
Maine
$4.76M -$384K -7,100 -7%
BBI
689
Baxter Bros Inc
Connecticut
$4.75M -$38.7K -715 -0.8%
CCM
690
Coldstream Capital Management
Washington
$4.75M +$166K +3,077 +4%
ACM
691
Argyle Capital Management
Pennsylvania
$4.71M – – –
SWA
692
Stratos Wealth Advisors
Ohio
$4.69M +$285K +5,273 +6%
PI
693
PFS Investments
Georgia
$4.69M +$307K +5,641 +7%
AAS
694
Avantax Advisory Services
Texas
$4.67M -$8.82K -163 -0.2%
HEIP
695
Hudson Edge Investment Partners
New Jersey
$4.64M +$4.64M +85,809 New
CSIC
696
Clifford Swan Investment Counsel
California
$4.64M +$42.1K +750 +0.9%
IUHSA
697
Itau Unibanco Holding S.A.
Brazil
$4.64M +$147K +2,710 +3%
Lido Advisors
698
Lido Advisors
California
$4.64M +$436K +7,998 +10%
LCP
699
Legacy Capital Partners
Wisconsin
$4.63M +$4.06K +75 +0.1%
SC
700
Stolper & Co
Oklahoma
$4.61M +$75K +1,387 +2%
26 27
28
29 30