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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 %
SNT
876
Security National Trust
West Virginia
$2.99M +$13.5K +250 +0.5%
P
877
Pitcairn
Pennsylvania
$2.98M +$3.79K +70 +0.1%
WAM
878
Weatherly Asset Management
California
$2.96M -$60.2K -1,112 -2%
4WM
879
44 Wealth Management
Oregon
$2.95M +$433K +8,007 +17%
IAS
880
Investment Advisory Services
Texas
$2.95M +$2.95M +54,437 New
Twin Tree Management
881
Twin Tree Management
Texas
$2.94M +$1.46M +27,024 +99%
IA
882
IFP Advisors
Florida
$2.94M -$846K -15,797 -22%
BHA
883
Beech Hill Advisors
New York
$2.92M +$34.7K +641 +1%
TI
884
Tidal Investments
Wisconsin
$2.91M +$895K +16,534 +44%
ACA
885
Anchor Capital Advisors
Massachusetts
$2.9M -$76.3K -1,411 -3%
PBC
886
Pavion Blue Capital
California
$2.89M -$47.7K -881 -2%
GVAG
887
Great Valley Advisor Group
Delaware
$2.89M +$120K +2,223 +4%
PFM
888
Parsec Financial Management
North Carolina
$2.88M -$62.4K -1,154 -2%
SCM
889
Stevens Capital Management
Pennsylvania
$2.87M +$2.87M +53,017 New
FBT
890
First Bankers Trust
Kentucky
$2.87M -$1.59M -29,398 -36%
RPWA
891
Regent Peak Wealth Advisors
Georgia
$2.87M -$236K -4,135 -8%
CAM
892
Cypress Asset Management
Texas
$2.86M -$51.7K -955 -2%
SFG
893
Summit Financial Group
West Virginia
$2.86M +$3.19K +59 +0.1%
SIC
894
Sigma Investment Counselors
Michigan
$2.86M -$160K -2,955 -5%
TI
895
Truehand Inc
New Hampshire
$2.86M – – –
CCM
896
Chickasaw Capital Management
Tennessee
$2.85M +$147K +2,720 +5%
RIA
897
Regal Investment Advisors
Michigan
$2.85M +$2.85M +52,704 New
PA
898
PFG Advisors
Arizona
$2.85M -$422K -7,801 -13%
APA
899
American Portfolios Advisors
New York
$2.85M +$166K +3,070 +6%
STC
900
Sarah T. Connolly
$2.84M +$21.6K +400 +0.8%
34 35
36
37 38