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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 %
BWL
951
Bogart Wealth LLC
Virginia
$2.47M +$372K +7,086 +18%
HIM
952
Harbour Investment Management
Washington
$2.46M -$53K -1,010 -2%
MMHP
953
Murphy Middleton Hinkle & Parker
Georgia
$2.46M -$106K -2,013 -4%
NIM
954
Northeast Investment Management
Massachusetts
$2.45M +$148K +2,821 +6%
KC
955
Kinloch Capital
Virginia
$2.44M +$177K +3,376 +8%
BFO
956
Boston Family Office
Massachusetts
$2.44M -$800K -15,250 -25%
HCM
957
Howland Capital Management
Massachusetts
$2.44M -$239K -4,552 -9%
WSCM
958
Wellington Shields Capital Management
New York
$2.44M -$566K -10,797 -19%
XWM
959
Xcel Wealth Management
Florida
$2.44M – – –
CHJWM
960
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.43M +$5.35K +95 +0.2%
MGIA
961
Moneta Group Investment Advisors
Missouri
$2.42M -$151K -2,871 -6%
TTWM
962
TCV Trust & Wealth Management
Virginia
$2.42M -$10K -191 -0.4%
WKWM
963
Walter & Keenan Wealth Management
Indiana
$2.4M -$35.7K -681 -1%
PFS
964
Prospera Financial Services
Texas
$2.39M -$96K -1,829 -4%
MA
965
Mutual Advisors
Nebraska
$2.38M +$394K +7,513 +20%
GJIC
966
Gamble Jones Investment Counsel
California
$2.37M -$62.4K -1,190 -3%
AW
967
ACG Wealth
Georgia
$2.37M +$29.3K +559 +1%
AWM
968
Aprio Wealth Management
Georgia
$2.37M -$189K -3,599 -7%
ACM
969
AlphaStar Capital Management
North Carolina
$2.37M +$2.12M +38,956 +855%
SCM
970
Shelton Capital Management
Colorado
$2.36M +$421K +8,016 +22%
OQS
971
Occudo Quantitative Strategies
Florida
$2.35M +$1.89M +35,927 +402%
WP
972
WMS Partners
Maryland
$2.34M -$135K -2,576 -5%
GWMIA
973
Global Wealth Management Investment Advisory
Florida
$2.34M +$74.2K +1,414 +3%
ADL
974
Asset Dedication LLC
California
$2.34M -$4.61K -88 -0.2%
AUB
975
Atlantic Union Bankshares
Virginia
$2.33M -$117K -2,228 -5%
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