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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 %
QOP
1351
Quinn Opportunity Partners
Virginia
$1.16M -$4.25M -78,500 -79%
GLA
1352
Great Lakes Advisors
Illinois
$1.16M -$53.7K -993 -4%
KFS
1353
Kurt F. Somerville
$1.16M -$13.5K -250 -1%
LNB
1354
Ledyard National Bank
$1.16M -$309K -5,705 -21%
OPA
1355
Old Port Advisors
Maine
$1.15M +$620K +11,024 +117%
FANJ
1356
Financial Architects (New Jersey)
New Jersey
$1.15M -$90.5K -1,673 -7%
SAM
1357
Summit Asset Management
Tennessee
$1.15M +$1.25K +23 +0.1%
LT
1358
Lindsell Train
United Kingdom
$1.14M – – –
TA
1359
TFG Advisers
Michigan
$1.14M -$15.4K -285 -1%
CQS
1360
Credential Qtrade Securities
$1.14M +$115K +2,121 +11%
IWS
1361
Insight Wealth Strategies
California
$1.14M -$383K -7,078 -25%
VHAM
1362
Van Hulzen Asset Management
California
$1.13M -$1.62K -30 -0.1%
SEC
1363
Seven Eight Capital
New York
$1.13M +$1.13M +20,963 New
RMCM
1364
Reynders McVeigh Capital Management
Massachusetts
$1.13M -$49K -905 -4%
B
1365
Bridgeworth
Alabama
$1.13M -$62.8K -1,160 -5%
AWP
1366
Accretive Wealth Partners
New Jersey
$1.13M +$185K +3,419 +20%
ESB
1367
Essex Savings Bank
Connecticut
$1.13M +$829 +15 +0.1%
AWA
1368
Arete Wealth Advisors
Illinois
$1.13M +$5.45K +115 +0.5%
KPW
1369
Kore Private Wealth
New York
$1.13M +$517K +9,549 +85%
LFA
1370
Legacy Financial Advisors
Kentucky
$1.13M +$77.3K +1,429 +7%
CG
1371
Caprock Group
Idaho
$1.13M -$408K -7,470 -27%
CAM
1372
CenterStar Asset Management
Illinois
$1.13M – – –
BONH
1373
Bank of New Hampshire
New Hampshire
$1.12M +$1.12M +20,750 New
LHC
1374
Little House Capital
Massachusetts
$1.12M -$291K -5,380 -21%
KFS
1375
Kelly Financial Services
Massachusetts
$1.12M +$1.1M +59,511 +5,328%
53 54
55
56 57