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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 %
KFI
1776
Key Financial Inc
Pennsylvania
$539K +$154K +2,704 +40%
AWA
1777
Aaron Wealth Advisors
Illinois
$538K -$11.8K -219 -2%
SIM
1778
SSI Investment Management
California
$538K +$757 +14 +0.1%
MFW
1779
Mosaic Family Wealth
Missouri
$537K -$191K -3,529 -26%
JWCA
1780
J.W. Coons Advisors
Ohio
$536K – – –
CCM
1781
CAAS Capital Management
New York
$536K +$536K +9,900 New
AIP
1782
Almanack Investment Partners
Pennsylvania
$533K -$39.2K -718 -7%
RWA
1783
River Wealth Advisors
Pennsylvania
$532K -$174K -3,207 -25%
MMG
1784
Monetary Management Group
Missouri
$532K +$81.2K +1,500 +18%
OTPPB
1785
Ontario Teachers' Pension Plan Board
Ontario, Canada
$530K +$530K +9,794 New
CHAM
1786
Clear Harbor Asset Management
Connecticut
$529K -$176K -3,251 -25%
NAMP
1787
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$529K -$16.2K -300 -3%
KFA
1788
Krane Funds Advisors
New York
$528K -$20.8K -384 -4%
GLLW
1789
Graves Light Lenhart Wealth
Virginia
$528K -$9.79K -181 -2%
CAS
1790
Cascadia Advisory Services
Oregon
$527K -$15K -277 -3%
DWM
1791
Dakota Wealth Management
Florida
$525K +$1.57K +29 +0.3%
BFA
1792
Beacon Financial Advisory
Ohio
$523K +$217 +4 +0%
ST
1793
Sageworth Trust
Pennsylvania
$522K +$294K +5,433 +129%
AI
1794
Accredited Investors
Minnesota
$521K -$26.1K -483 -5%
KPWG
1795
KFA Private Wealth Group
Virginia
$521K +$108 +2 +0%
CS
1796
Comerica Securities
Michigan
$520K -$101K -1,845 -16%
VCAM
1797
Van Cleef Asset Management
Ohio
$520K – – –
WW
1798
Westshore Wealth
California
$520K +$54 +1 +0%
CWM
1799
Chesapeake Wealth Management
Virginia
$519K -$73.4K -1,356 -12%
SA
1800
Strategic Advisors
New York
$519K +$14.2K +263 +3%
70 71
72
73 74