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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 %
BFO
1401
Biltmore Family Office
North Carolina
$1.06M +$164 +3 +0%
WP
1402
WealthSource Partners
California
$1.06M +$62.6K +1,157 +6%
DAM
1403
Delta Asset Management
Tennessee
$1.06M +$5.52K +102 +0.5%
PCM
1404
Piedmont Capital Management
Montana
$1.06M +$131K +2,423 +14%
HCM
1405
Hall Capital Management
Rhode Island
$1.06M +$1.06M +19,523 New
ECM
1406
Exchange Capital Management
Michigan
$1.05M +$30.8K +570 +3%
HC
1407
Hendley & Co
Ohio
$1.05M -$154K -2,840 -13%
ACM
1408
Ashford Capital Management
Delaware
$1.05M – – –
GPA
1409
Garrison Point Advisors
California
$1.05M +$4.65K +86 +0.4%
LKIM
1410
Lawson Kroeker Investment Management
Nebraska
$1.05M -$48.7K -900 -4%
NIA
1411
Northstar Investment Advisors
Colorado
$1.05M -$86.7K -1,520 -8%
CWM
1412
Centric Wealth Management
Illinois
$1.05M +$46.4K +857 +5%
WQ
1413
Wealth Quarterback
New Jersey
$1.04M +$1.04M +19,247 New
BMM
1414
Buffington Mohr McNeal
Idaho
$1.04M – – –
AAM
1415
Ascension Asset Management
New York
$1.03M -$2.71K -50 -0.3%
DTC
1416
Davidson Trust Company
Washington
$1.03M +$27.4K +507 +3%
Jones Financial Companies
1417
Jones Financial Companies
Missouri
$1.03M +$3.52K +65 +0.3%
CL
1418
CPWM LLC
Washington
$1.03M +$3.14K +58 +0.3%
VFA
1419
Voya Financial Advisors
Connecticut
$1.02M -$4.95M -91,896 -83%
PMAS
1420
PNC Managed Account Solutions
Texas
$1.02M +$1.02M +18,755 New
WA
1421
WealthTrust Axiom
Pennsylvania
$1.01M -$10.8K -200 -1%
TCM
1422
Telos Capital Management
California
$1.01M -$16.1K -298 -2%
MW
1423
Marcum Wealth
Ohio
$1.01M -$123K -2,264 -11%
GC
1424
Grimes & Company
Massachusetts
$1.01M -$33K -610 -3%
WAP
1425
Wealthcare Advisory Partners
Pennsylvania
$1.01M +$21.5K +397 +2%
55 56
57
58 59