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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 %
BA
1826
Ballast Advisors
Minnesota
$496K +$5.2K +96 +1%
SC
1827
Searle & Co
Connecticut
$493K – – –
BWA
1828
Bordeaux Wealth Advisors
California
$492K – – –
CHA
1829
Carmichael Hill & Associates
Maryland
$492K +$433 +8 +0.1%
SPWG
1830
Sage Private Wealth Group
Illinois
$492K +$10.7K +198 +2%
T
1831
TRUADVICE
Florida
$490K +$205K +3,584 +72%
FFC
1832
First Financial Corp
Indiana
$489K +$38.6K +715 +9%
FMTC
1833
Farmers & Merchants Trust Company
California
$487K -$3.51K -65 -0.7%
WA
1834
Wambolt & Associates
Colorado
$485K -$52.7K -977 -10%
BOS
1835
Bingham Osborn & Scarborough
California
$484K +$32.6K +601 +7%
CCA
1836
Childress Capital Advisors
Texas
$483K -$133K -2,455 -22%
OQS
1837
Occudo Quantitative Strategies
Florida
$483K -$47.5K -878 -9%
NICM
1838
Neo Ivy Capital Management
New York
$481K -$381K -7,045 -44%
PGWM
1839
Parisi Gray Wealth Management
New Jersey
$479K -$4.27K -79 -0.9%
ACM
1840
Argent Capital Management
Missouri
$477K – – –
SWM
1841
Stockman Wealth Management
Montana
$474K +$4.06K +75 +0.9%
LFRG
1842
Lazard Frères Gestion
France
$474K +$22.9K +507 +5%
SAM
1843
Secure Asset Management
Michigan
$473K +$1.24K +23 +0.3%
GWSG
1844
GPS Wealth Strategies Group
Colorado
$473K +$2.7K +50 +0.6%
TIA
1845
Tiemann Investment Advisors
California
$472K -$29.6K -547 -6%
FBA
1846
Front Barnett Associates
Illinois
$471K -$2.71K -50 -0.6%
ACA
1847
Affinity Capital Advisors
California
$471K +$5.41K +100 +1%
MWM
1848
Mattern Wealth Management
Kansas
$470K – – –
MSR
1849
Main Street Research
Connecticut
$469K -$5.14K -95 -1%
NP
1850
Ninepoint Partners
Ontario, Canada
$469K – – –
72 73
74
75 76