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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 %
BCP
1101
Berkeley Capital Partners
Georgia
$1.81M -$31.4K -580 -2%
CTFG
1102
Capstone Triton Financial Group
Oklahoma
$1.81M +$81.1K +1,498 +5%
SP
1103
Symmetry Partners
Connecticut
$1.8M -$226K -4,174 -11%
APG
1104
Abacus Planning Group
South Carolina
$1.8M -$35.6K -658 -2%
CPC
1105
Consolidated Planning Corp
Georgia
$1.8M -$117K -2,169 -6%
WA
1106
WBH Advisory
Maryland
$1.77M -$21K -368 -1%
MSA
1107
Marino Stram & Associates
Massachusetts
$1.76M -$45.1K -833 -2%
YWP
1108
YorkBridge Wealth Partners
New York
$1.76M +$61.6K +1,139 +4%
SMC
1109
Smith, Moore & Co
Missouri
$1.76M -$202K -3,726 -10%
SIC
1110
Shoker Investment Counsel
Ohio
$1.76M +$9.63K +178 +0.6%
CFMC
1111
Curbstone Financial Management Corp
New Hampshire
$1.76M +$220K +4,066 +14%
SXL
1112
Summit X LLC
Missouri
$1.76M +$47.4K +877 +3%
ZB
1113
Zions Bancorporation
Utah
$1.76M +$283K +5,228 +19%
BCM
1114
Boltwood Capital Management
California
$1.75M -$22.5K -415 -1%
WIC
1115
Woodmont Investment Counsel
Tennessee
$1.74M -$162K -2,996 -9%
CIA
1116
Cohen Investment Advisors
New Hampshire
$1.73M -$47.8K -884 -3%
SCM
1117
Southport Capital Management
Tennessee
$1.73M -$2.33M -43,003 -57%
SSA
1118
South Street Advisors
New York
$1.73M +$1.73M +31,880 New
AF
1119
Arrow Financial
New York
$1.72M -$43.2K -799 -2%
HIC
1120
Holderness Investments Company
North Carolina
$1.72M +$13.3K +246 +0.8%
LIA
1121
LBMC Investment Advisors
Tennessee
$1.72M +$45.8K +847 +3%
FWCM
1122
Ferguson Wellman Capital Management
Oregon
$1.72M +$2.27K +42 +0.1%
BWAM
1123
Boyd Watterson Asset Management
Ohio
$1.72M -$2.49K -46 -0.1%
SSW
1124
Smith Shellnut Wilson
Mississippi
$1.72M -$366K -6,768 -18%
EF
1125
Exeter Financial
Arizona
$1.72M +$93.6K +1,728 +6%
43 44
45
46 47