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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 %
GC
1051
Gratus Capital
Georgia
$2.02M -$39.5K -731 -2%
BOPW
1052
Brandywine Oak Private Wealth
Pennsylvania
$2.02M +$870K +16,076 +76%
MSFP
1053
Mark Sheptoff Financial Planning
Connecticut
$2.01M +$119K +2,202 +6%
PWM
1054
Perigon Wealth Management
California
$2.01M -$23.2K -428 -1%
CCT
1055
Country Club Trust
Missouri
$2.01M +$62.2K +1,154 +3%
SCM
1056
Shelton Capital Management
Colorado
$2M -$898K -16,599 -31%
GFA
1057
Gifford Fong Associates
California
$2M – – –
NB
1058
Nicolet Bankshares
Wisconsin
$2M +$2.43K +45 +0.1%
CAM
1059
Cacti Asset Management
Georgia
$1.99M – – –
DBRC
1060
D.B. Root & Company
Pennsylvania
$1.98M -$34.3K -634 -2%
HBWM
1061
Hollow Brook Wealth Management
New York
$1.98M +$1.52K +28 +0.1%
OIA
1062
OneDigital Investment Advisors
Kansas
$1.98M +$139K +2,568 +8%
AA
1063
Ancora Advisors
Ohio
$1.97M -$43.4K -802 -2%
EAM
1064
Erste Asset Management
Austria
$1.97M +$1.3M +24,074 +194%
LRPA
1065
L. Roy Papp & Associates
Arizona
$1.97M -$2.49K -46 -0.1%
CAL
1066
Capital Analysts LLC
Pennsylvania
$1.97M -$54.1K -1,000 -3%
RIA
1067
Realta Investment Advisors
Delaware
$1.96M -$49.7K -918 -2%
6M
1068
6 Meridian
Kansas
$1.96M -$18.6K -343 -0.9%
BC
1069
Burney Company
Virginia
$1.96M +$25K +463 +1%
NAM
1070
NorthCoast Asset Management
Connecticut
$1.96M +$118K +2,180 +6%
TMAM
1071
Tokio Marine Asset Management
Japan
$1.95M +$435K +8,034 +29%
BIM
1072
Bridges Investment Management
Nebraska
$1.95M -$56.8K -1,050 -3%
IBOK
1073
Independence Bank of Kentucky
Kentucky
$1.94M +$12.1K +223 +0.6%
OWP
1074
Obermeyer Wealth Partners
Colorado
$1.92M +$34.7K +642 +2%
CCIA
1075
Cherry Creek Investment Advisors
Colorado
$1.92M +$1.92M +35,442 New
41 42
43
44 45