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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 %
WA
1876
Wealth Architects
California
$447K +$28.1K +519 +7%
KB
1877
Kimelman & Baird
New York
$447K +$447K +8,258 New
MKA
1878
M. Kulyk & Associates
Georgia
$446K – – –
SWA
1879
SOA Wealth Advisors
New York
$446K +$974 +18 +0.2%
9WM
1880
9258 Wealth Management
Ohio
$446K +$41.3K +764 +10%
CFO
1881
Collective Family Office
Pennsylvania
$445K +$130K +2,400 +41%
FA
1882
Fiducient Advisors
Illinois
$443K -$10.8K -200 -2%
ECM
1883
Elgethun Capital Management
South Dakota
$443K +$10.3K +190 +2%
SWMG
1884
Strategic Wealth Management Group
Maryland
$442K -$153K -2,829 -26%
AIM
1885
Acropolis Investment Management
Missouri
$441K -$37.7K -697 -8%
GHAM
1886
Gilman Hill Asset Management
Connecticut
$441K – – –
HAC
1887
Harbor Advisory Corp
New Hampshire
$441K +$75.8K +1,400 +21%
RCA
1888
Ranch Capital Advisors
Florida
$440K -$2.06K -38 -0.5%
MFT
1889
Moisand Fitzgerald Tamayo
Florida
$439K +$108 +2 +0%
GWM
1890
Gray Wealth Management
Maine
$439K +$8.06K +149 +2%
RZH
1891
Relyea Zuckerberg Hanson
Connecticut
$438K +$10.7K +197 +2%
ATFA
1892
All Terrain Financial Advisors
Minnesota
$438K +$170K +3,150 +64%
WDC
1893
Woodward Diversified Capital
California
$437K -$16.2K -299 -4%
EM
1894
ELCO Management
New York
$437K +$31.4K +580 +8%
PSP
1895
Principal Street Partners
Tennessee
$435K -$180K -3,315 -29%
SRC
1896
Shufro Rose & Co
New York
$435K -$113K -2,080 -21%
SWM
1897
Salvus Wealth Management
New Jersey
$435K +$41K +761 +10%
SF
1898
Summit Financial
New Jersey
$435K +$435K +7,977 New
OAM
1899
Occidental Asset Management
California
$434K – – –
PCA
1900
Pallas Capital Advisors
Massachusetts
$434K +$434K +7,730 New
74 75
76
77 78