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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 %
PAM
1601
Paradigm Asset Management
New York
$719K -$36.7K -700 -5%
PWM
1602
Palumbo Wealth Management
New York
$718K -$102K -1,944 -12%
EWM
1603
Empirical Wealth Management
Washington
$717K -$139K -2,658 -16%
CIM
1604
Corbyn Investment Management
Maryland
$715K – – –
DWT
1605
Dorsey & Whitney Trust
South Dakota
$714K -$32.8K -623 -4%
PTB
1606
Pioneer Trust Bank
Oregon
$714K – – –
FSC
1607
Full Sail Capital
Oklahoma
$713K – – –
GG
1608
Gleason Group
Kentucky
$713K +$5.51K +105 +0.8%
ACM
1609
Advisors Capital Management
New Jersey
$712K -$123K -2,345 -15%
TWA
1610
TPB Wealth Advisors
Texas
$708K -$22.8K -434 -3%
PCC
1611
Park Circle Company
Maryland
$708K – – –
GKIM
1612
GW&K Investment Management
Massachusetts
$707K -$12.3K -235 -2%
AOWM
1613
Alpha Omega Wealth Management
Virginia
$707K -$10.5K -200 -1%
WFG
1614
Wills Financial Group
Virginia
$706K -$13.7K -262 -2%
DMK
1615
David M. Knott
$703K – – –
UWPG
1616
Ullmann Wealth Partners Group
Florida
$703K +$66K +1,258 +10%
CC
1617
Constitution Capital
Connecticut
$702K -$163K -3,110 -19%
TA
1618
Tiedemann Advisors
New York
$697K -$211K -3,991 -23%
DA
1619
Detalus Advisors
Missouri
$697K -$62.9K -1,200 -8%
AWM
1620
Altavista Wealth Management
North Carolina
$697K +$1.84K +35 +0.3%
MA
1621
MBA Advisors
Pennsylvania
$697K +$15.4K +293 +2%
MAG
1622
Mayfair Advisory Group
Alabama
$692K +$424 +8 +0.1%
LIA
1623
LS Investment Advisors
Michigan
$691K – – –
NI
1624
NFC Investments
Tennessee
$691K – – –
CCM
1625
Carlson Capital Management
Minnesota
$691K +$26K +495 +4%
63 64
65
66 67