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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 %
EWF
2051
Epstein & White Financial
California
$339K +$25.8K +477 +8%
ESCM
2052
Echo Street Capital Management
New York
$339K +$123K +2,273 +57%
MWM
2053
Mascoma Wealth Management
New Hampshire
$337K – – –
AW
2054
Alaethes Wealth
Nevada
$334K -$392K -7,243 -54%
AFAS
2055
Acorn Financial Advisory Services
Virginia
$334K -$2.06K -38 -0.6%
AGA
2056
Arkos Global Advisors
Texas
$333K +$54 +1 +0%
IFG
2057
Investors Financial Group
Minnesota
$331K +$595 +11 +0.2%
REMPR
2058
Roof Eidam Maycock Peralta (REMP)
California
$330K – – –
AAM
2059
Augustine Asset Management
Florida
$329K -$568K -10,506 -63%
LB
2060
Legacy Bridge
Iowa
$328K +$54.2K +1,000 +20%
SA
2061
SL Advisors
New Jersey
$326K -$2.49K -46 -0.8%
WPP
2062
Whalerock Point Partners
Rhode Island
$325K – – –
CC
2063
Cadinha & Co
Hawaii
$325K – – –
CG
2064
Corundum Group
Colorado
$325K +$9.46K +175 +3%
FVWA
2065
Foster Victor Wealth Advisors
South Carolina
$324K -$23K -425 -7%
MCA
2066
Magnolia Capital Advisors
Mississippi
$324K -$3.25K -60 -1%
CSPAM
2067
Cary Street Partners Asset Management
Virginia
$323K -$951K -17,555 -75%
GI
2068
Glovista Investments
New Jersey
$323K – – –
IRC
2069
Investors Research Corp
Georgia
$322K – – –
BI
2070
Ballast Inc
Kentucky
$320K – – –
HFA
2071
High Falls Advisors
New York
$319K – – –
FIM
2072
Fernwood Investment Management
Massachusetts
$318K – – –
CAGAS
2073
Capital Advisory Group Advisory Services
Minnesota
$318K +$2.55K +47 +0.8%
CBB
2074
Citizens Business Bank
California
$317K +$22.6K +419 +8%
CWM
2075
Cabot Wealth Management
Massachusetts
$316K -$54.1K -1,000 -15%
81 82
83
84 85