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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 %
BP
1076
BBR Partners
New York
$1.92M -$3.22M -59,498 -63%
OIS
1077
Okabena Investment Services
Minnesota
$1.91M +$1.91M +35,372 New
IWP
1078
Icon Wealth Partners
Texas
$1.91M +$167K +3,082 +10%
ANRIA
1079
American National Registered Investment Advisor
Texas
$1.91M -$13.8K -255 -0.7%
ICG
1080
InterOcean Capital Group
Tennessee
$1.88M -$1M -18,487 -35%
BHC
1081
Bowen Hanes & Co
Florida
$1.87M -$108K -2,000 -5%
TIM
1082
Thompson Investment Management
Wisconsin
$1.87M – – –
PFSC
1083
Peoples Financial Services Corp
Pennsylvania
$1.87M -$31.4K -580 -2%
TPA
1084
Trivium Point Advisory
Connecticut
$1.86M -$93.9K -1,736 -5%
FNT
1085
First National Trust
Pennsylvania
$1.86M -$14.8K -274 -0.8%
NG
1086
Northstar Group
New York
$1.86M -$111K -2,061 -6%
MFA
1087
Mayflower Financial Advisors
Massachusetts
$1.86M +$101K +1,870 +6%
PCA
1088
Providence Capital Advisors
North Carolina
$1.85M +$115K +2,126 +7%
MCWS
1089
McKinley Carter Wealth Services
West Virginia
$1.85M +$13.3K +245 +0.7%
JCM
1090
Janney Capital Management
Pennsylvania
$1.84M +$18.2K +336 +1%
PIMJS
1091
PKO Investment Management Joint-Stock
Poland
$1.84M – – –
GFS
1092
GYL Financial Synergies
Connecticut
$1.84M +$14.8K +273 +0.8%
Assenagon Asset Management
1093
Assenagon Asset Management
Luxembourg
$1.84M -$37M -684,556 -95%
SFO
1094
Stokes Family Office
Louisiana
$1.84M +$134K +2,472 +8%
PRC
1095
Pearl River Capital
Michigan
$1.84M +$1.84M +33,925 New
SIAG
1096
Signet Investment Advisory Group
Rhode Island
$1.83M -$50.2K -928 -3%
AII
1097
AGF Investments Inc
Ontario, Canada
$1.83M +$939K +17,357 +106%
QFA
1098
Quattro Financial Advisors
Texas
$1.81M -$245K -4,365 -12%
HCM
1099
Hodges Capital Management
Texas
$1.81M -$129K -2,393 -7%
FIM
1100
Fruth Investment Management
Texas
$1.81M -$10.8K -200 -0.6%
42 43
44
45 46