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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 %
MW
1401
Marcum Wealth
Ohio
$1.04M +$64.5K +1,228 +7%
WCM
1402
Windsor Capital Management
Arizona
$1.04M -$4.04K -77 -0.4%
AFM
1403
Andesa Financial Management
Pennsylvania
$1.04M -$572K -10,930 -36%
CB
1404
CNB Bank
Pennsylvania
$1.04M -$30K -572 -3%
TGAM
1405
TBH Global Asset Management
Tennessee
$1.04M +$284K +5,410 +38%
JIC
1406
Joel Isaacson & Co
New York
$1.03M +$2.47K +47 +0.2%
SAM
1407
Sabadell Asset Management
Spain
$1.03M +$334K +6,371 +48%
HC
1408
Hendley & Co
Ohio
$1.03M +$10.5K +200 +1%
BFO
1409
Biltmore Family Office
North Carolina
$1.03M +$159 +3 +0%
HBT
1410
Hills Bank & Trust
Iowa
$1.03M +$112K +2,141 +12%
LSAG
1411
Lake Street Advisors Group
New Hampshire
$1.03M +$138K +2,636 +16%
ST
1412
Spinnaker Trust
Maine
$1.03M -$11K -210 -1%
DAM
1413
Delta Asset Management
Tennessee
$1.03M +$315 +6 +0%
ECM
1414
Exchange Capital Management
Michigan
$1.02M – – –
CPC
1415
Congress Park Capital
New York
$1.02M -$237K -4,520 -19%
GPA
1416
Garrison Point Advisors
California
$1.02M – – –
HCM
1417
Hall Capital Management
Rhode Island
$1.02M -$5.93K -113 -0.6%
LKIM
1418
Lawson Kroeker Investment Management
Nebraska
$1.02M -$1.84K -35 -0.2%
ACM
1419
Ashford Capital Management
Delaware
$1.01M -$5.93K -113 -0.6%
BMM
1420
Buffington Mohr McNeal
Idaho
$1.01M – – –
DTC
1421
Davidson Trust Company
Washington
$1.01M +$7.29K +139 +0.7%
TCM
1422
Telos Capital Management
California
$1.01M +$25.3K +482 +3%
GC
1423
Grimes & Company
Massachusetts
$1.01M +$29K +553 +3%
BCMO
1424
Buckingham Capital Management (Ohio)
Ohio
$1M -$67.8K -1,293 -6%
AAM
1425
Ascension Asset Management
New York
$1M – – –
55 56
57
58 59