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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 %
ANBT
1951
American National Bank & Trust
Texas
$394K +$1.03K +19 +0.3%
AWA
1952
Alta Wealth Advisors
Massachusetts
$394K +$35.8K +661 +10%
MAM
1953
Magellan Asset Management
Australia
$393K +$25K +461 +7%
LC
1954
Landaas & Company
Wisconsin
$392K – – –
IMOV
1955
Investment Management of Virginia
Virginia
$391K +$34.8K +643 +10%
WTB
1956
Washington Trust Bank
Washington
$390K -$28.1K -518 -7%
AMCA
1957
Arthur M. Cohen & Associates
Illinois
$390K – – –
RCG
1958
Rock Creek Group
District of Columbia
$390K +$121K +2,245 +45%
CG
1959
Clarus Group
Texas
$389K +$1.96K +36 +0.5%
BB
1960
Berkshire Bank
Massachusetts
$387K – – –
GCP
1961
GSA Capital Partners
United Kingdom
$383K +$383K +7,078 New
WF
1962
Williams Financial
Vermont
$382K +$9.79K +181 +3%
TVWM
1963
Tower View Wealth Management
Wisconsin
$381K -$18.1K -335 -5%
ITIM
1964
Indiana Trust & Investment Management
Indiana
$381K -$5.49K -100 -1%
LFF
1965
Level Four Financial
Texas
$381K +$17.5K +324 +5%
ZIG
1966
Zuckerman Investment Group
Illinois
$381K +$107K +1,980 +39%
GFPC
1967
Global Financial Private Client
Florida
$379K +$1.84K +34 +0.5%
MA
1968
Mezzasalma Advisors
New Jersey
$379K -$10.8K -200 -3%
SAM
1969
SignalPoint Asset Management
Missouri
$378K -$2.7K -50 -0.7%
BA
1970
Bristlecone Advisors
Washington
$378K – – –
PS
1971
Portfolio Solutions
Michigan
$377K -$61.9K -1,092 -14%
PWM
1972
Provident Wealth Management
Tennessee
$377K – – –
AIL
1973
AGF Investments LLC
Ontario, Canada
$377K +$4.16K +77 +1%
CCIA
1974
Campbell & Co Investment Adviser
Maryland
$376K +$376K +6,950 New
OCM
1975
Orleans Capital Management
Louisiana
$375K -$35.1K -650 -9%
77 78
79
80 81