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Coca-Cola
KO

Overview Fund Activity

2,468 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 1,098 increasing their positions, 912 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,468
Holders Change
-21
Holders Change %
-0.84%
% of All Funds
43.34%
Holding in Top 10
63
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.55%
% of All Funds
1.11%
New
109
Increased
1,098
Reduced
912
Closed
94
Calls
$1.55B
Puts
$1.36B
Net Calls
+$185M
Net Calls Change
-$26.9M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$480M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$402M
3
Citadel Advisors
Citadel Advisors
Florida
+$360M
4
Renaissance Technologies
Renaissance Technologies
New York
+$316M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$246M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$481M
2
Franklin Resources
Franklin Resources
California
-$239M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$234M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$211M
5
KBC Group
KBC Group
Belgium
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
1976
Financial Advisory Group
Texas
$359K – – –
TWM
1977
Tradition Wealth Management
Minnesota
$359K +$4.73K +90 +1%
CM
1978
Castleark Management
Illinois
$358K – – –
KLWA
1979
Kelly Lawrence W & Associates
California
$358K – – –
RDWM
1980
Red Door Wealth Management
Tennessee
$358K +$64.8K +1,235 +22%
CA
1981
CastleArk Alternatives
Illinois
$358K +$358K +6,820 New
CHP
1982
Cable Hill Partners
Oregon
$357K – – –
ACP
1983
Aviance Capital Partners
Florida
$356K +$5.67K +108 +2%
BCM
1984
Becker Capital Management
Oregon
$355K +$6.4K +122 +2%
CGFA
1985
Colton Groome Financial Advisors
North Carolina
$354K – – –
SWP
1986
Summit Wealth Partners
Florida
$354K – – –
RI
1987
Ridgewood Investments
New Jersey
$353K -$295K -5,628 -46%
JFGIW
1988
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$353K -$66.5K -1,269 -16%
DIM
1989
Delta Investment Management
California
$353K -$7.88K -150 -2%
AWP
1990
Ascent Wealth Partners
New York
$353K -$5.3K -101 -1%
HPIA
1991
Hamilton Point Investment Advisors
North Carolina
$353K – – –
BIAS
1992
Beacon Investment Advisory Services
New Jersey
$353K – – –
RW
1993
Rede Wealth
Virginia
$352K +$5.25K +100 +2%
IIC
1994
Integrated Investment Consultants
Michigan
$352K +$10.1K +192 +3%
KIG
1995
Kowal Investment Group
Wisconsin
$352K +$92.5K +1,761 +36%
PWAG
1996
Polaris Wealth Advisory Group
California
$350K – – –
SAM
1997
Security Asset Management
New York
$348K – – –
HI
1998
Hendershot Investments
Virginia
$348K – – –
SA
1999
SRH Advisors
Kansas
$347K +$576 +11 +0.2%
MPCG
2000
Matrix Private Capital Group
New York
$347K +$15K +283 +5%
78 79
80
81 82