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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 %
BTW
926
Boston Trust Walden
Massachusetts
$2.7M +$203K +3,750 +8%
FTDI
927
First Trust Direct Indexing
Massachusetts
$2.7M +$786K +14,523 +41%
KWM
928
Kingsview Wealth Management
Oregon
$2.68M +$55.7K +1,033 +2%
QVT
929
Quantitative Value Technologies
Kansas
$2.68M +$2.68M +49,447 New
PAI
930
Pittenger & Anderson Inc
Nebraska
$2.67M +$64.1K +1,185 +2%
SIA
931
Soltis Investment Advisors
Utah
$2.66M +$346K +6,390 +15%
MGIA
932
Moneta Group Investment Advisors
Missouri
$2.65M +$233K +4,315 +10%
MMHP
933
Murphy Middleton Hinkle & Parker
Georgia
$2.65M +$9.09K +168 +0.3%
MSAM
934
Moloney Securities Asset Management
Missouri
$2.64M +$58.7K +1,085 +2%
AWM
935
Aprio Wealth Management
Georgia
$2.64M +$2.64M +48,700 New
HP
936
Hikari Power
Japan
$2.62M – – –
GCM
937
Gables Capital Management
Florida
$2.62M -$888K -16,414 -25%
BBA
938
BLB&B Advisors
Pennsylvania
$2.61M -$73.5K -1,359 -3%
VCM
939
Violich Capital Management
California
$2.6M -$147K -2,725 -5%
MHS
940
M Holdings Securities
Oregon
$2.6M -$66.3K -1,225 -2%
RFA
941
Reilly Financial Advisors
California
$2.6M +$137K +2,536 +6%
UFG
942
United Fire Group
Iowa
$2.6M – – –
HIM
943
Harbour Investment Management
Washington
$2.59M – – –
FAM
944
Fred Alger Management
New York
$2.59M +$28.3K +524 +1%
CIA
945
Citadel Investment Advisory
Ohio
$2.58M – – –
SC
946
Savant Capital
Illinois
$2.58M +$26.2K +485 +1%
ED
947
Exane Derivatives
France
$2.58M -$37.4K -680 -1%
PAM
948
Palisade Asset Management
Minnesota
$2.57M -$39.9K -737 -2%
JWM
949
Jackson Wealth Management
Florida
$2.57M +$56.7K +1,048 +2%
PFS
950
Prospera Financial Services
Texas
$2.57M +$95.3K +1,760 +4%
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