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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 %
ONST
1476
Old North State Trust
North Carolina
$938K +$99.3K +1,834 +12%
FSA
1477
Financial Sense Advisors
California
$936K -$15.9K -293 -2%
TA
1478
Tiedemann Advisors
New York
$935K -$47.6K -874 -5%
SLT
1479
St Louis Trust
Missouri
$935K – – –
IP
1480
Investment Partners
Ohio
$934K +$132K +2,436 +16%
FBC
1481
Fairfield, Bush & Co
Connecticut
$933K – – –
NP
1482
NorthRock Partners
Minnesota
$930K +$127K +2,338 +16%
SG
1483
StoneX Group
New York
$929K +$254K +4,661 +38%
FPS
1484
Fieldpoint Private Securities
Connecticut
$926K +$28.1K +495 +3%
SCM
1485
Spreng Capital Management
Ohio
$926K +$66.1K +1,221 +8%
LWAM
1486
Legacy Wealth Asset Management
Minnesota
$919K +$1.14K +21 +0.1%
AAM
1487
Autus Asset Management
Arizona
$916K +$5.47K +101 +0.6%
PCS
1488
Personal CFO Solutions
New Jersey
$916K +$51.2K +945 +6%
MCM
1489
Mainstay Capital Management
Michigan
$910K -$20.1K -371 -2%
BCA
1490
Bray Capital Advisors
Florida
$910K – – –
PB
1491
Pinnacle Bancorp
Nebraska
$907K -$10.6K -195 -1%
FMTCOCP
1492
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$906K +$12.3K +228 +1%
CFA
1493
Capstone Financial Advisors
Illinois
$904K +$85.3K +1,578 +10%
PCM
1494
Parsons Capital Management
Rhode Island
$902K -$37K -683 -4%
JDR
1495
Jay D. Rosenbaum
$901K -$1.35K -25 -0.1%
KFC
1496
Klingenstein Fields & Co
New York
$898K -$869K -16,066 -49%
RWP
1497
RWA Wealth Partners
Massachusetts
$898K +$522K +9,650 +139%
HWA
1498
Heartwood Wealth Advisors
Virginia
$897K +$251K +4,639 +39%
AF
1499
Aldebaran Financial
$896K +$89.6K +1,653 +11%
Kovitz Investment Group Partners
1500
Kovitz Investment Group Partners
Illinois
$894K +$20.7K +383 +2%
58 59
60
61 62