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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 %
BMCM
1576
Burns Matteson Capital Management
New York
$759K – – –
NGA
1577
Naples Global Advisors
Florida
$759K +$38.9K +741 +5%
KMWM
1578
Keudell/Morrison Wealth Management
Oregon
$758K -$13.1K -250 -2%
HCC
1579
Hirtle Callaghan & Co
Pennsylvania
$757K +$757K +14,424 New
BEC
1580
Blue Edge Capital
Virginia
$749K -$29K -553 -4%
AFIA
1581
America First Investment Advisors
Nebraska
$749K +$68.7K +1,310 +10%
LA
1582
LexAurum Advisors
Kansas
$747K +$105 +2 +0%
TCOO
1583
Trust Company of Oklahoma
Oklahoma
$745K +$9.08K +173 +1%
LWP
1584
Lumature Wealth Partners
Georgia
$744K -$39.4K -752 -5%
PPP
1585
Private Portfolio Partners
New Jersey
$741K +$378K +7,207 +104%
XSC
1586
X-Square Capital
Puerto Rico
$740K +$58.6K +1,116 +9%
SS
1587
Sunbelt Securities
Texas
$739K – – –
AAP
1588
Aristotle Atlantic Partners
Florida
$735K – – –
SFI
1589
Susquehanna Fundamental Investments
Pennsylvania
$735K +$399K +7,600 +119%
AWM
1590
Adams Wealth Management
Utah
$734K -$103K -1,957 -12%
ACP
1591
Ashfield Capital Partners
California
$734K -$31.6K -602 -4%
AIM
1592
Aspen Investment Management
Michigan
$734K +$22.6K +431 +3%
RAM
1593
Redmond Asset Management
Virginia
$728K -$59.5K -1,134 -8%
HL
1594
HeadInvest LLC
Maine
$728K +$997 +19 +0.1%
GEA
1595
Glen Eagle Advisors
New Jersey
$725K +$18.7K +356 +3%
EIM
1596
Essex Investment Management
Massachusetts
$722K +$11.8K +225 +2%
DAC
1597
Dividend Assets Capital
South Carolina
$720K -$37.8K -720 -5%
WA
1598
Wealth Alliance
New York
$720K -$24.7K -470 -3%
DFA
1599
Delta Financial Advisors
Louisiana
$719K +$1.68K +32 +0.2%
FNBOSM
1600
First National Bank of South Miami
Florida
$719K +$16.9K +323 +2%
62 63
64
65 66