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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 %
NSB
1326
Norway Savings Bank
Maine
$1.2M – – –
LFA
1327
Legacy Financial Advisors
Kentucky
$1.2M +$105K +2,011 +10%
AA
1328
Argent Advisors
Louisiana
$1.2M +$114K +2,167 +10%
CT
1329
Coastline Trust
Rhode Island
$1.2M – – –
RWB
1330
RMR Wealth Builders
New Jersey
$1.19M -$740 -14 -0.1%
IAIM
1331
International Assets Investment Management
Florida
$1.19M +$128K +2,448 +12%
GRQ
1332
Gardner Russo & Quinn
Pennsylvania
$1.19M – – –
SWM
1333
Sculati Wealth Management
Michigan
$1.19M +$160K +3,054 +16%
WBC
1334
West Branch Capital
Massachusetts
$1.19M +$12.8K +243 +1%
RMDI
1335
R.M. Davis Inc
Maine
$1.19M -$23K -438 -2%
LAIC
1336
Lederer & Associates Investment Counsel
California
$1.19M – – –
CQS
1337
Credential Qtrade Securities
$1.18M +$78.5K +1,496 +7%
V
1338
VeraBank
Texas
$1.18M -$7.87K -150 -0.7%
AWP
1339
Accretive Wealth Partners
New Jersey
$1.18M +$83.5K +1,592 +8%
MIAS
1340
Mason Investment Advisory Services
Virginia
$1.18M – – –
FNBOMD
1341
First National Bank of Mount Dora
Florida
$1.18M -$10.5K -200 -0.9%
WWM
1342
Windsor Wealth Management
Indiana
$1.18M +$5.99K +113 +0.5%
CWP
1343
CFM Wealth Partners
Texas
$1.18M +$8.81K +168 +0.8%
MC
1344
Martin & Co
Tennessee
$1.18M +$93.7K +1,785 +9%
WF
1345
WoodTrust Financial
Wisconsin
$1.18M +$531K +10,114 +82%
IWS
1346
Insight Wealth Strategies
California
$1.17M +$68.2K +1,301 +6%
GF
1347
Gries Financial
Ohio
$1.17M +$5.25K +100 +0.5%
BAM
1348
Brave Asset Management
New Jersey
$1.16M -$47K -895 -4%
NP
1349
NorthRock Partners
Minnesota
$1.16M +$250K +4,730 +28%
WGAM
1350
Wilkinson Global Asset Management
New York
$1.16M – – –
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