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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 %
PPP
1976
Private Portfolio Partners
New Jersey
$374K -$21.5K -397 -5%
FWP
1977
Firethorn Wealth Partners
Georgia
$374K +$2.49K +46 +0.7%
LA
1978
LVW Advisors
New York
$374K +$15.3K +283 +4%
GG
1979
Greenwood Gearhart
Arkansas
$374K +$37.8K +699 +11%
FCFC
1980
First Citizens Financial Corp
Iowa
$373K -$6.77K -125 -2%
AIA
1981
Angeles Investment Advisors
California
$373K – – –
PI
1982
Pettee Investors
Connecticut
$373K – – –
OCM
1983
Orser Capital Management
Texas
$373K – – –
EAM
1984
Evanson Asset Management
California
$373K +$2.17K +40 +0.6%
SIG
1985
Sargent Investment Group
Maryland
$372K -$10.8K -200 -3%
DIM
1986
Delta Investment Management
California
$372K – – –
PSC
1987
Prentiss Smith & Co
Vermont
$372K – – –
FF
1988
FourThought Financial
Florida
$371K +$541 +10 +0.1%
KLWA
1989
Kelly Lawrence W & Associates
California
$370K – – –
FAG
1990
Financial Advisory Group
Texas
$370K – – –
AWP
1991
Ascent Wealth Partners
New York
$370K – – –
EIP
1992
Ellis Investment Partners
Pennsylvania
$370K +$12.5K +231 +3%
CM
1993
Castleark Management
Illinois
$369K – – –
SCM
1994
Sterneck Capital Management
Missouri
$369K – – –
AAS
1995
Annex Advisory Services
Wisconsin
$369K +$27.1K +501 +8%
VCG
1996
Vantage Consulting Group
Virginia
$369K +$83.4K +1,541 +29%
APA
1997
Allegiant Private Advisors
Florida
$368K -$20.2K -374 -5%
CHP
1998
Cable Hill Partners
Oregon
$368K +$5.74K +106 +2%
FFG
1999
Frisch Financial Group
New York
$367K +$30.8K +569 +9%
NA
2000
Navellier & Associates
Nevada
$366K -$18.6K -343 -5%
78 79
80
81 82