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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 %
UWPG
1676
Ullmann Wealth Partners Group
Florida
$657K +$49.4K +912 +8%
EBSAM
1677
Eubel Brady & Suttman Asset Management
Ohio
$654K -$654K -12,412 -50%
HIA
1678
Harbor Investment Advisory
Maryland
$653K -$156K -2,880 -19%
CS
1679
Capital Square
Tennessee
$653K +$48.2K +853 +8%
VCM
1680
Virtue Capital Management
Tennessee
$652K -$45.1K -834 -6%
SWMP
1681
Signature Wealth Management Partners
New Jersey
$651K +$649 +12 +0.1%
PIMG
1682
Patriot Investment Management Group
Tennessee
$651K +$5.3K +98 +0.8%
BSB
1683
Bangor Savings Bank
Maine
$650K +$3.57K +66 +0.6%
PIA
1684
Pinion Investment Advisors
Kansas
$650K +$7.36K +136 +1%
WC
1685
Whitney & Co
New York
$648K – – –
EI
1686
Ethic Inc
New York
$647K -$655K -12,091 -50%
ERWM
1687
Elk River Wealth Management
Colorado
$647K -$1.09K -20 -0.2%
CPWM
1688
Cypress Point Wealth Management
Texas
$647K +$1.35K +25 +0.2%
GAG
1689
GM Advisory Group
New York
$647K +$27.3K +504 +4%
TAIM
1690
TD Ameritrade Investment Management
Nebraska
$646K +$24.8K +458 +4%
TB
1691
Terril Brothers
Missouri
$643K -$314K -5,800 -33%
NL
1692
NWAM LLC
Washington
$642K -$47.3K -874 -7%
AP
1693
Atwood & Palmer
Missouri
$642K +$19.1K +352 +3%
IPW
1694
Inlet Private Wealth
Florida
$641K +$758 +14 +0.1%
CNB
1695
Camden National Bank
Maine
$641K +$2.6K +48 +0.4%
EFSCE
1696
Enterprise Financial Services Corp (EFSC)
Missouri
$640K +$110K +2,035 +21%
SB
1697
Strategic Blueprint
Georgia
$638K +$41.8K +772 +7%
WP
1698
WealthPLAN Partners
Nebraska
$628K -$340K -5,999 -35%
SKK
1699
Shepherd Kaplan Krochuk
Massachusetts
$622K -$70.4K -1,300 -10%
VA
1700
Valmark Advisers
Ohio
$622K -$2.81K -52 -0.4%
66 67
68
69 70