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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 %
BTWM
951
Baker Tilly Wealth Management
Wisconsin
$2.57M +$301K +5,561 +13%
Group One Trading
952
Group One Trading
Illinois
$2.56M -$16.2M -300,253 -86%
WP
953
WMS Partners
Maryland
$2.56M -$13K -240 -0.5%
BHWM
954
Bar Harbor Wealth Management
New Hampshire
$2.55M -$1.22M -22,588 -32%
WPW
955
Waldron Private Wealth
Pennsylvania
$2.55M -$19.2K -353 -0.7%
CA
956
Callahan Advisors
Texas
$2.54M +$11.3K +208 +0.4%
DWM
957
Doyle Wealth Management
Florida
$2.54M +$32.5K +601 +1%
PCM
958
Prelude Capital Management
New York
$2.54M +$1.72M +31,600 +209%
AAM
959
Aureus Asset Management
Massachusetts
$2.53M +$797K +14,727 +46%
AUB
960
Atlantic Union Bankshares
Virginia
$2.53M +$96.4K +1,782 +4%
WKWM
961
Walter & Keenan Wealth Management
Indiana
$2.52M -$173K -3,198 -6%
WPA
962
West Paces Advisors
Georgia
$2.51M -$117K -2,165 -4%
XWM
963
Xcel Wealth Management
Florida
$2.51M – – –
GD
964
Grandfield & Dodd
New York
$2.51M +$29.1K +538 +1%
GJIC
965
Gamble Jones Investment Counsel
California
$2.51M -$10.8K -200 -0.4%
RIL
966
Rothschild Investment LLC
Illinois
$2.5M -$30.5K -563 -1%
TTWM
967
TCV Trust & Wealth Management
Virginia
$2.49M -$62.8K -1,167 -2%
IWM
968
IHT Wealth Management
Illinois
$2.49M -$172K -3,171 -6%
FPB
969
First PREMIER Bank
South Dakota
$2.48M -$27.6K -510 -1%
EF
970
Empirical Finance
Pennsylvania
$2.48M +$366K +6,761 +17%
KFP
971
Keystone Financial Planning
Ohio
$2.47M -$33.9K -626 -1%
AWA
972
Arkadios Wealth Advisors
Georgia
$2.45M +$683K +12,628 +39%
MFS
973
Mirabella Financial Services
United Kingdom
$2.43M +$2.43M +44,970 New
CHJWM
974
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.43M -$1.35K -24 -0.1%
AW
975
ACG Wealth
Georgia
$2.41M -$166K -3,070 -6%
37 38
39
40 41