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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 %
WWM
776
Western Wealth Management
Colorado
$3.88M +$1.15M +21,208 +42%
CC
777
Chicago Capital
Illinois
$3.86M – – –
SWMG
778
Signature Wealth Management Group
Georgia
$3.84M -$63.6K -1,175 -2%
RAM
779
Roanoke Asset Management
New Jersey
$3.83M +$645K +11,924 +20%
AC
780
Alexandria Capital
Virginia
$3.83M +$259K +4,786 +7%
VLKIM
781
Van Lanschot Kempen Investment Management
Netherlands
$3.81M +$2.03M +39,717 +114%
JWBC
782
J.W. Burns & Co
New York
$3.81M -$123K -2,268 -3%
DAS
783
Dynamic Advisor Solutions
Arizona
$3.8M -$23.6K -437 -0.6%
O
784
Ossiam
France
$3.8M +$3.8M +66,670 New
SBIA
785
Sheaff Brock Investment Advisors
Indiana
$3.79M -$19.4K -359 -0.5%
WCM
786
Weik Capital Management
Pennsylvania
$3.78M -$43K -795 -1%
PFS
787
Physicians Financial Services
North Carolina
$3.75M -$135K -2,499 -3%
WSTAM
788
Wilbanks Smith & Thomas Asset Management
Virginia
$3.75M -$19.2K -354 -0.5%
CWM
789
Cornerstone Wealth Management
Missouri
$3.75M +$196K +3,629 +6%
CCG
790
Chatham Capital Group
Georgia
$3.74M +$22.1K +408 +0.6%
CG
791
Colony Group
Massachusetts
$3.74M -$228K -4,220 -6%
BCFS
792
Butensky & Cohen Financial Security
Florida
$3.72M +$46.6K +861 +1%
LWANC
793
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.72M +$194K +3,576 +5%
VI
794
Vestcor Inc
New Brunswick, Canada
$3.72M -$193K -3,569 -5%
TFS
795
TrustCore Financial Services
Tennessee
$3.71M -$41.6K -769 -1%
MCA
796
Mercer Capital Advisers
New Jersey
$3.7M -$23.6K -436 -0.6%
TSA
797
Tri-Star Advisors
Texas
$3.7M – – –
UBG
798
United Bank (Georgia)
Georgia
$3.67M -$1.84K -34 -0.1%
PAS
799
Park Avenue Securities
New York
$3.65M +$197K +3,639 +6%
TFA
800
Toth Financial Advisory
Virginia
$3.64M +$208K +3,852 +6%
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