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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 %
WGA
1751
Weather Gauge Advisory
Virginia
$551K +$210 +4 +0%
BIP
1752
Blueprint Investment Partners
North Carolina
$551K +$263K +5,010 +91%
PCP
1753
Proficio Capital Partners
Massachusetts
$549K -$20.2K -385 -4%
HFM
1754
Hartford Financial Management
Connecticut
$549K +$2.15K +41 +0.4%
MFG
1755
Merit Financial Group
Georgia
$548K -$262 -5 -0%
WI
1756
WrapManager Inc
California
$547K -$4.88K -93 -0.9%
EWM
1757
Evermay Wealth Management
Virginia
$546K -$33.5K -639 -6%
IWP
1758
Icon Wealth Partners
Texas
$544K -$1.31M -24,974 -71%
AIP
1759
Almanack Investment Partners
Pennsylvania
$542K +$25K +472 +5%
OIM
1760
Oder Investment Management
California
$541K – – –
CAM
1761
Cubic Asset Management
Massachusetts
$536K – – –
HCM
1762
Hillman Capital Management
Maryland
$534K +$294K +5,602 +122%
MA
1763
MONECO Advisors
Connecticut
$532K -$12.2K -232 -2%
BOS
1764
Bingham Osborn & Scarborough
California
$532K +$62.8K +1,196 +13%
BFG
1765
Berger Financial Group
Minnesota
$530K -$7.13K -136 -1%
RWA
1766
River Wealth Advisors
Pennsylvania
$528K +$11.7K +223 +2%
MSR
1767
Main Street Research
Connecticut
$528K +$72.7K +1,385 +16%
FGAM
1768
Financial Gravity Asset Management
Texas
$527K -$688K -11,875 -57%
Members Trust
1769
Members Trust
Florida
$527K -$11.9K -225 -2%
SHWM
1770
Silicon Hills Wealth Management
Texas
$527K – – –
MFG
1771
MidWestOne Financial Group
Iowa
$525K -$675K -12,848 -56%
NL
1772
NWAM LLC
Washington
$525K -$97.4K -1,857 -16%
CWM
1773
Circle Wealth Management
New Jersey
$525K -$26K -495 -5%
WIC
1774
Willis Investment Counsel
Georgia
$525K -$1.79K -34 -0.3%
OFG
1775
OmniStar Financial Group
North Carolina
$525K +$525K +10,005 New
69 70
71
72 73