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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 %
BU
851
BBVA USA
Alabama
$3.24M +$3.24M +59,949 New
FTA
852
Financial & Tax Architects
Missouri
$3.24M +$233K +4,301 +8%
DA
853
Duality Advisers
Florida
$3.22M +$3.22M +59,450 New
OC
854
Oakworth Capital
Alabama
$3.21M -$401K -7,411 -11%
MFG
855
Monte Financial Group
Connecticut
$3.21M -$50.2K -927 -2%
NRS
856
Neville Rodie & Shaw
New York
$3.19M -$84.4K -1,559 -3%
MCM
857
Mengis Capital Management
Oregon
$3.17M -$45.8K -847 -1%
ADBIC
858
A.D. Beadell Investment Counsel
Wisconsin
$3.16M -$35.2K -650 -1%
CIA
859
Covington Investment Advisors
Pennsylvania
$3.16M +$11.4K +210 +0.4%
BIM
860
Bridgecreek Investment Management
Oklahoma
$3.13M – – –
RHDIC
861
R.H. Dinel Investment Counsel
California
$3.11M – – –
AWM
862
Altium Wealth Management
New York
$3.1M -$34.4K -635 -1%
WSCM
863
Wellington Shields Capital Management
New York
$3.1M -$508K -9,384 -14%
CAG
864
Csenge Advisory Group
Florida
$3.1M +$1.18M +21,865 +62%
ARMC
865
American Research & Management Company
Massachusetts
$3.1M -$304K -5,624 -9%
COI
866
Connable Office Inc
Michigan
$3.1M -$4.98K -92 -0.2%
CIA
867
Choate Investment Advisors
Massachusetts
$3.08M +$93.6K +1,730 +3%
Carson Wealth (CWM LLC)
868
Carson Wealth (CWM LLC)
Nebraska
$3.07M – – –
AA
869
ALPS Advisors
Colorado
$3.05M -$147K -2,719 -5%
WFI
870
West Family Investments
California
$3.03M +$3.03M +55,992 New
CF
871
Centaurus Financial
California
$3.02M +$54.6K +1,009 +2%
PP
872
PDS Planning
Ohio
$3.02M +$64.9K +1,199 +2%
NERM
873
New England Research & Management
Illinois
$3.01M -$16.2K -300 -0.5%
PA
874
Parallel Advisors
California
$3M -$53.5K -989 -2%
LBC
875
Lawrence B. Cohen
$2.99M +$44.1K +815 +1%
33 34
35
36 37