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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 %
FCMT
1376
Founders Capital Management (Texas)
Texas
$1.09M -$449K -8,555 -29%
XF
1377
XML Financial
Maryland
$1.09M +$527K +10,037 +93%
DHFB
1378
Dixon Hubard Feinour & Brown
Virginia
$1.09M -$161K -3,068 -13%
KPW
1379
Kore Private Wealth
New York
$1.09M -$4.41K -84 -0.4%
FC
1380
Ferris Capital
Massachusetts
$1.09M +$1.09M +19,179 New
SM
1381
Sciencast Management
New Jersey
$1.08M -$3.43M -63,597 -76%
AP
1382
Appleton Partners
Massachusetts
$1.08M -$66.1K -1,260 -6%
AWE
1383
Avidian Wealth Enterprises
Texas
$1.08M +$31K +590 +3%
FANJ
1384
Financial Architects (New Jersey)
New Jersey
$1.08M -$32.8K -625 -3%
BW
1385
Bison Wealth
Georgia
$1.08M -$1.73K -33 -0.2%
AWAG
1386
ARS Wealth Advisors Group
Florida
$1.08M +$1.08M +20,537 New
FBT
1387
First Bank & Trust
South Dakota
$1.08M +$46.5K +886 +5%
PWPS
1388
Pinnacle Wealth Planning Services
Ohio
$1.08M +$16.3K +311 +2%
GLA
1389
Great Lakes Advisors
Illinois
$1.07M -$57.6K -1,098 -5%
EWM
1390
EPG Wealth Management
Georgia
$1.07M +$137K +2,606 +15%
ESB
1391
Essex Savings Bank
Connecticut
$1.07M -$79.5K -1,412 -7%
LHC
1392
Little House Capital
Massachusetts
$1.07M -$22.6K -431 -2%
HIM
1393
HawsGoodwin Investment Management
Tennessee
$1.06M +$14.4K +275 +1%
IIM
1394
InTrack Investment Management
Vermont
$1.06M +$181K +3,215 +20%
Jones Financial Companies
1395
Jones Financial Companies
Missouri
$1.06M +$58.3K +1,110 +6%
MSCM
1396
McElhenny Sheffield Capital Management
Texas
$1.06M +$1.06M +20,116 New
CWM
1397
Centric Wealth Management
Illinois
$1.05M +$38.2K +728 +4%
OPPTF
1398
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.05M -$18.5K -348 -2%
PIM
1399
Provident Investment Management
Michigan
$1.05M – – –
DF
1400
Donoghue Forlines
Massachusetts
$1.05M +$1.05M +19,936 New
54 55
56
57 58