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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 %
CC
2051
Cornerstone Capital
California
$315K -$26.3K -500 -8%
CC
2052
Cadinha & Co
Hawaii
$315K – – –
JLBC
2053
J.L. Bainbridge & Co
Florida
$315K +$13.5K +258 +4%
DWM
2054
Darwin Wealth Management
Florida
$314K -$20K -382 -6%
LWA
2055
Lineweaver Wealth Advisors
Ohio
$314K +$47.1K +900 +18%
AG
2056
AlphaSimPlex Group
Massachusetts
$313K -$472K -8,992 -60%
ITIM
2057
Indiana Trust & Investment Management
Indiana
$313K -$51.2K -975 -14%
CSPAM
2058
Cary Street Partners Asset Management
Virginia
$313K +$420 +8 +0.1%
CWP
2059
Concord Wealth Partners
Virginia
$312K -$101K -1,930 -24%
BI
2060
Ballast Inc
Kentucky
$310K – – –
HFA
2061
High Falls Advisors
New York
$309K – – –
NEIRG
2062
New England Investment & Retirement Group
Massachusetts
$308K +$32.6K +621 +12%
CWM
2063
Cabot Wealth Management
Massachusetts
$307K – – –
TWM
2064
TriaGen Wealth Management
California
$306K -$9.39K -179 -3%
VCM
2065
Vision Capital Management
Oregon
$306K – – –
SSG
2066
Summit Securities Group
New York
$305K -$1.33M -25,306 -81%
NPF
2067
Norris Perne & French
Michigan
$305K +$630 +12 +0.2%
FCFC
2068
First Citizens Financial Corp
Iowa
$304K -$57.4K -1,094 -16%
BWA
2069
BDO Wealth Advisors
Florida
$303K +$105 +2 +0%
AW
2070
Alaethes Wealth
Nevada
$300K -$24K -457 -7%
SCA
2071
Sippican Capital Advisors
Massachusetts
$300K – – –
CWAG
2072
Compton Wealth Advisory Group
Virginia
$298K +$210 +4 +0.1%
TF
2073
Tompkins Financial
New York
$298K +$298K +5,670 New
CNAM
2074
Campbell Newman Asset Management
Wisconsin
$297K – – –
RWI
2075
Red Wave Investments
Pennsylvania
$297K +$52 +1 +0%
81 82
83
84 85