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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 %
BAS
1151
Brown Advisory Securities
Maryland
$1.63M -$251K -4,648 -13%
OPS
1152
Orion Portfolio Solutions
Nebraska
$1.63M +$345K +6,381 +27%
FSCP
1153
Franklin Street Capital Partners
New York
$1.62M -$3.79M -70,000 -70%
CAC
1154
Certified Advisory Corp
Florida
$1.62M +$211K +3,906 +15%
JIP
1155
Jaffetilchin Investment Partners
Florida
$1.62M -$218K -4,032 -12%
BFM
1156
Boston Financial Management
Massachusetts
$1.62M -$74.6K -1,378 -4%
TFS
1157
Thoroughbred Financial Services
Tennessee
$1.62M -$45.6K -843 -3%
IEFM
1158
IQ EQ Fund Management
Ireland
$1.62M – – –
EGA
1159
Eagle Global Advisors
Texas
$1.61M – – –
SCP
1160
Sandhill Capital Partners
New York
$1.6M +$208K +3,846 +15%
EGM
1161
Engineers Gate Manager
New York
$1.6M -$1.62M -29,981 -50%
FCMT
1162
Founders Capital Management (Texas)
Texas
$1.59M -$187K -3,455 -11%
KOC
1163
Koss-Olinger Consulting
Florida
$1.58M +$129K +2,381 +9%
AIS
1164
AM Investment Strategies
Tennessee
$1.58M +$595 +11 +0%
SFG
1165
SageGuard Financial Group
Tennessee
$1.58M +$33.6K +620 +2%
HI
1166
Hudock Inc
Pennsylvania
$1.58M +$12.6K +233 +0.8%
FFS
1167
Founders Financial Securities
Maryland
$1.58M +$220K +4,060 +16%
LCM
1168
LVM Capital Management
Michigan
$1.57M – – –
FHA
1169
Flagship Harbor Advisors
Massachusetts
$1.57M -$84.8K -1,568 -5%
BAM
1170
Belpointe Asset Management
Nevada
$1.57M +$4.11K +76 +0.3%
PIM
1171
Perpetual Investment Management
Australia
$1.56M – – –
BJL
1172
Brighton Jones LLC
Washington
$1.56M +$149K +2,758 +11%
CPA
1173
Court Place Advisors
Maryland
$1.55M -$29.7K -548 -2%
CFO
1174
CVA Family Office
Colorado
$1.55M +$57.1K +1,056 +4%
QCG
1175
Quadrant Capital Group
Ohio
$1.55M -$52.1K -962 -3%
45 46
47
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