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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 %
AWM
1926
Absher Wealth Management
North Carolina
$412K -$2.87K -53 -0.7%
ACP
1927
Aveo Capital Partners
Colorado
$412K +$3.35K +62 +0.8%
AO
1928
Advisor OS
Illinois
$411K -$10.1K -187 -2%
RSWM
1929
Robertson Stephens Wealth Management
California
$408K +$11.2K +206 +3%
PCIA
1930
Prime Capital Investment Advisors
Kansas
$407K -$2.13M -39,398 -84%
AC
1931
Apella Capital
Connecticut
$407K +$82.4K +1,522 +25%
HVIA
1932
Hudson Valley Investment Advisors
New York
$406K -$8.12K -150 -2%
LF
1933
Lantz Financial
Illinois
$406K +$90.3K +1,668 +29%
JBA
1934
Johnson Bixby & Associates
Washington
$405K – – –
SDWIA
1935
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$404K – – –
YIH
1936
Y-Intercept (HK)
Hong Kong
$404K +$404K +7,464 New
FWM
1937
ForthRight Wealth Management
Georgia
$403K -$52.4K -969 -12%
MGIA
1938
Matthew Goff Investment Advisor
Texas
$403K -$324 -6 -0.1%
CCM
1939
Canal Capital Management
Virginia
$402K +$433 +8 +0.1%
CWM
1940
Connecticut Wealth Management
Connecticut
$401K -$126K -2,329 -24%
CC
1941
Claybrook Capital
Massachusetts
$400K -$499K -9,212 -55%
VFP
1942
Verus Financial Partners
Virginia
$400K -$4.86K -87 -1%
SOAMC
1943
Spirit of America Management Corp
New York
$400K – – –
SFG
1944
SevenBridge Financial Group
Pennsylvania
$400K +$4.6K +85 +1%
IDA
1945
Intelligence Driven Advisers
California
$400K +$400K +7,400 New
HCP
1946
Hexagon Capital Partners
Arkansas
$398K -$3.14K -58 -0.8%
LSPW
1947
Lake Street Private Wealth
Illinois
$397K – – –
IA
1948
Insight Advisors
Pennsylvania
$396K -$155K -2,719 -28%
PCFFS
1949
Pacific Center for Financial Services
California
$396K – – –
RP
1950
Riverbridge Partners
Minnesota
$395K -$29.4K -543 -7%
76 77
78
79 80