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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 %
AWM
1301
Apollon Wealth Management
South Carolina
$1.24M +$800K +15,237 +183%
MAM
1302
Mastrapasqua Asset Management
Tennessee
$1.23M -$161K -3,070 -12%
SAIG
1303
Semper Augustus Investments Group
Colorado
$1.23M -$105K -2,000 -8%
QOP
1304
Quinn Opportunity Partners
Virginia
$1.23M +$105K +2,000 +9%
CFFP
1305
Center for Financial Planning
Michigan
$1.23M -$7.35K -140 -0.6%
IHL
1306
Investment House LLC
California
$1.23M -$32.8K -625 -3%
LIM
1307
Longfellow Investment Management
Massachusetts
$1.23M – – –
SNB
1308
Security National Bank
Nebraska
$1.23M +$65.6K +1,250 +6%
AG
1309
AIA Group
Hong Kong
$1.23M -$206K -3,919 -14%
CPSAC
1310
Chas P. Smith & Associates (CPS)
Florida
$1.23M -$3.1K -59 -0.3%
1CP
1311
17 Capital Partners
Arizona
$1.23M +$4.51K +86 +0.4%
MWA
1312
Meridian Wealth Advisors
Texas
$1.22M -$11.8K -225 -1%
SWA
1313
Sutton Wealth Advisors
Florida
$1.22M -$1.57K -30 -0.1%
DCM
1314
Davidson Capital Management
Texas
$1.22M +$39.6K +755 +3%
KS
1315
Karpas Strategies
Connecticut
$1.22M – – –
WA
1316
Waverly Advisors
Alabama
$1.22M +$42K +740 +4%
BFA
1317
Beaumont Financial Advisors
Massachusetts
$1.21M -$112K -2,144 -8%
BDS
1318
Banco de Sabadell
Florida
$1.21M -$4.52K -86 -0.4%
VWA
1319
V Wealth Advisors
Kansas
$1.21M +$14.1K +268 +1%
PAM
1320
Premier Asset Management
Illinois
$1.21M +$341K +6,500 +39%
JGIA
1321
Jackson Grant Investment Advisers
Connecticut
$1.2M +$3.78K +72 +0.3%
WCM
1322
Whitener Capital Management
North Carolina
$1.2M -$75.5K -1,376 -6%
THWM
1323
Taylor Hoffman Wealth Management
Virginia
$1.2M +$9.33K +176 +0.8%
FC
1324
Financial Council
Maryland
$1.2M +$1.2M +22,824 New
SHWM
1325
Smith & Howard Wealth Management
Georgia
$1.2M -$14K -266 -1%
51 52
53
54 55