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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 %
MCM
1651
Monument Capital Management
Virginia
$659K +$56.2K +1,071 +9%
FWM
1652
ForthRight Wealth Management
Georgia
$657K +$266K +5,079 +68%
AFG
1653
Allegheny Financial Group
Pennsylvania
$654K -$12.7K -241 -2%
S
1654
SimplyRich
California
$654K +$12.1K +230 +2%
AIM
1655
Alhambra Investment Management
Florida
$653K – – –
CWP
1656
Capital Wealth Planning
Florida
$652K -$15K -286 -2%
IP
1657
Intellectus Partners
California
$651K +$1.11K +21 +0.2%
AIA
1658
Arbor Investment Advisors
North Carolina
$648K +$52 +1 +0%
CNB
1659
Camden National Bank
Maine
$648K +$25.6K +488 +4%
PH
1660
Pinnacle Holdings
Oklahoma
$646K -$14.6K -279 -2%
PIP
1661
Peachtree Investment Partners
Florida
$646K +$5.82K +111 +0.9%
MPAM
1662
Murphy Pohlad Asset Management
Minnesota
$645K – – –
CCMG
1663
Clark Capital Management Group
Pennsylvania
$641K +$156K +2,977 +32%
FAM
1664
Formidable Asset Management
Ohio
$640K +$5.25K +100 +0.8%
BWM
1665
BCS Wealth Management
Tennessee
$640K +$85.6K +1,633 +15%
MCM
1666
Maple Capital Management
Vermont
$638K – – –
SC
1667
Sierra Capital
Florida
$638K – – –
BS
1668
Biglari Sardar
$638K +$638K +12,167 New
PIA
1669
Pinion Investment Advisors
Kansas
$636K +$6.4K +122 +1%
CPWA
1670
Cerro Pacific Wealth Advisors
California
$636K +$222K +4,237 +54%
PFBT
1671
Parkside Financial Bank & Trust
Missouri
$635K -$327K -6,228 -34%
CAM
1672
Carret Asset Management
New York
$634K -$67.9K -1,294 -10%
IDBONY
1673
Israel Discount Bank of New York
New York
$633K +$633K +12,054 New
SWMP
1674
Signature Wealth Management Partners
New Jersey
$631K +$105 +2 +0%
CPWM
1675
Cypress Point Wealth Management
Texas
$629K +$1.36K +26 +0.2%
65 66
67
68 69