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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 %
LNC
826
Lincoln National Corp
Pennsylvania
$3.41M +$155K +2,863 +5%
OPCM
827
Osborne Partners Capital Management
California
$3.41M -$196K -3,631 -5%
NSEDCP
828
NJ State Employees Deferred Compensation Plan
New Jersey
$3.41M – – –
UAM
829
UAS Asset Management
New York
$3.41M -$2.02M -37,330 -37%
TW
830
TrinityPoint Wealth
Connecticut
$3.4M +$1.46K +27 +0%
HA
831
Hamel Associates
New Jersey
$3.4M -$246K -4,550 -7%
UBV
832
United Bank (Virginia)
Virginia
$3.4M -$26.8K -496 -0.8%
IIM
833
Ipswich Investment Management
Massachusetts
$3.39M -$387K -7,153 -10%
PA
834
Profund Advisors
Maryland
$3.38M -$106K -1,955 -3%
BFO
835
Boston Family Office
Massachusetts
$3.35M -$406K -7,500 -11%
FWM
836
Frontier Wealth Management
Missouri
$3.34M -$32.9K -608 -1%
PTC
837
Private Trust Company
Ohio
$3.33M +$12.2K +225 +0.4%
ODCM
838
Old Dominion Capital Management
Virginia
$3.33M +$5.41K +100 +0.2%
TSS
839
Thomas Story & Son
Indiana
$3.3M -$134K -2,475 -4%
HH
840
Hilltop Holdings
Texas
$3.29M +$345K +6,380 +12%
S
841
Seeyond
France
$3.29M -$55.9K -1,034 -2%
EWA
842
EP Wealth Advisors
California
$3.29M -$39.3K -726 -1%
OAM
843
Optimal Asset Management
California
$3.29M – – –
RA
844
RFG Advisory
Alabama
$3.28M -$20.3K -375 -0.6%
NSIM
845
North Star Investment Management
Illinois
$3.27M +$812 +15 +0%
PP
846
Paloma Partners
Connecticut
$3.27M +$1.57M +28,997 +92%
SBL
847
Sargent Bickham Lagudis
Colorado
$3.26M -$974 -18 -0%
CFS
848
Cannon Financial Strategists
Georgia
$3.25M – – –
OAM
849
Oppenheimer Asset Management
New York
$3.25M -$793K -14,654 -20%
BPM
850
Bronson Point Management
Connecticut
$3.25M -$9.74M -180,000 -75%
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