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Coca-Cola
KO

Overview Fund Activity

2,468 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,098 increasing their positions, 912 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-21
Holders Change %
-0.84%
% of All Funds
43.34%
Holding in Top 10
63
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.55%
% of All Funds
1.11%
New
109
Increased
1,098
Reduced
912
Closed
94
Calls
$1.55B
Puts
$1.36B
Net Calls
+$185M
Net Calls Change
-$26.9M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$480M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$402M
3
Citadel Advisors
Citadel Advisors
Florida
+$360M
4
Renaissance Technologies
Renaissance Technologies
New York
+$316M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$246M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
Franklin Resources
Franklin Resources
California
-$239M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$234M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$211M
5
KBC Group
KBC Group
Belgium
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
876
TrinityPoint Wealth
Connecticut
$2.99M -$309K -5,893 -9%
CIA
877
Choate Investment Advisors
Massachusetts
$2.99M +$3.94K +75 +0.1%
HDIM
878
Hanson & Doremus Investment Management
Vermont
$2.99M +$81.1K +1,546 +3%
APA
879
American Portfolios Advisors
New York
$2.99M +$225K +4,282 +8%
COI
880
Connable Office Inc
Michigan
$2.97M -$29.5K -563 -1%
PA
881
Parallel Advisors
California
$2.96M +$49.2K +937 +2%
GVAG
882
Great Valley Advisor Group
Delaware
$2.96M +$135K +2,577 +5%
BU
883
BBVA USA
Alabama
$2.95M -$197K -3,764 -6%
SFG
884
Summit Financial Group
West Virginia
$2.92M +$140K +2,678 +5%
WPW
885
Waldron Private Wealth
Pennsylvania
$2.92M +$442K +8,363 +18%
NERM
886
New England Research & Management
Illinois
$2.91M -$2.62K -50 -0.1%
PP
887
PDS Planning
Ohio
$2.89M -$29.7K -567 -1%
IAS
888
Investment Advisory Services
Texas
$2.87M +$12.7K +242 +0.4%
ARMC
889
American Research & Management Company
Massachusetts
$2.87M -$137K -2,611 -5%
RWA
890
Ropes Wealth Advisors
Massachusetts
$2.86M +$131K +2,502 +5%
SIC
891
Sigma Investment Counselors
Michigan
$2.86M +$85.9K +1,637 +3%
WAM
892
Weatherly Asset Management
California
$2.85M -$29.1K -554 -1%
CA
893
Callahan Advisors
Texas
$2.84M +$378K +7,209 +15%
FTDI
894
First Trust Direct Indexing
Massachusetts
$2.84M +$228K +4,341 +9%
JHCP
895
Jackson Hole Capital Partners
Oklahoma
$2.83M +$125K +2,385 +5%
BHA
896
Beech Hill Advisors
New York
$2.83M -$4.46K -85 -0.2%
PBC
897
Pavion Blue Capital
California
$2.82M +$18.4K +351 +0.7%
KIA
898
KCM Investment Advisors
California
$2.82M +$125K +2,374 +5%
RFA
899
Reilly Financial Advisors
California
$2.81M +$294K +5,600 +12%
CI
900
CX Institutional
Indiana
$2.8M +$1.49M +28,396 +113%
34 35
36
37 38