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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 %
PWSG
1226
Pacific Wealth Strategies Group
California
$1.4M -$16K -304 -1%
WIC
1227
Wilkins Investment Counsel
Massachusetts
$1.4M – – –
BJL
1228
Brighton Jones LLC
Washington
$1.4M -$107K -2,037 -7%
LWAC
1229
Laurel Wealth Advisors (California)
California
$1.4M -$29K -553 -2%
MFGM
1230
Marshall Financial Group (Maryland)
Maryland
$1.4M +$60.3K +1,149 +5%
ISWM
1231
Independent Solutions Wealth Management
New York
$1.4M +$110K +2,103 +9%
FMC
1232
First Merchants Corp
Indiana
$1.4M +$110K +2,090 +9%
OHIS
1233
Oak Harvest Investment Services
Texas
$1.39M +$93.1K +1,774 +7%
SCM
1234
Stevens Capital Management
Pennsylvania
$1.39M -$1.39M -26,483 -50%
JWM
1235
JGP Wealth Management
Oregon
$1.39M +$7.14K +136 +0.5%
KA
1236
Kovack Advisors
Florida
$1.39M +$72.3K +1,377 +5%
WB
1237
Webster Bank
Connecticut
$1.39M -$9.76K -186 -0.7%
DI
1238
Diligent Investors
California
$1.39M – – –
CBT
1239
CoreFirst Bank & Trust
Kansas
$1.39M -$20.9K -399 -1%
MWM
1240
Mission Wealth Management
California
$1.39M -$52.4K -999 -4%
BS
1241
Bessemer Securities
New York
$1.39M – – –
MCIA
1242
Mountain Capital Investment Advisors
Colorado
$1.38M +$75.3K +1,392 +6%
Wealth Enhancement Advisory Services
1243
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$1.38M +25,273 New
WAS
1244
Winch Advisory Services
Wisconsin
$1.38M +$26.2K +499 +2%
PP
1245
Pegasus Partners
Wisconsin
$1.37M -$247K -4,699 -15%
CBTWT
1246
Community Bank & Trust (Waco, Texas)
Texas
$1.37M +$630 +12 +0%
CNC
1247
Citizens & Northern Corp
Pennsylvania
$1.36M -$56.7K -1,081 -4%
EA
1248
Eclectic Associates
California
$1.36M +$58.2K +1,109 +4%
Dodge & Cox
1249
Dodge & Cox
California
$1.36M -$10.5K -200 -0.8%
BO
1250
BRR OpCo
Ohio
$1.36M -$65.4K -1,247 -5%
48 49
50
51 52