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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 %
VCM
2076
Vision Capital Management
Oregon
$316K – – –
BSSFA
2077
Baron Silver Stevens Financial Advisors
Florida
$316K +$316K +5,853 New
BG
2078
Benedetti & Gucer
Georgia
$315K +$8.55K +158 +3%
EA
2079
Emerald Advisors
Washington
$315K +$14.1K +261 +5%
NPF
2080
Norris Perne & French
Michigan
$314K -$42.6K -786 -12%
GC
2081
Gibson Capital
Pennsylvania
$313K – – –
BWA
2082
BDO Wealth Advisors
Florida
$313K +$25.2K +466 +9%
CBFP
2083
Cedar Brook Financial Partners
Ohio
$312K +$89.8K +1,657 +40%
SFA
2084
Souders Financial Advisors
Ohio
$311K -$412K -7,616 -57%
JLBC
2085
J.L. Bainbridge & Co
Florida
$311K -$30.4K -561 -9%
SCA
2086
Sippican Capital Advisors
Massachusetts
$310K – – –
CWAG
2087
Compton Wealth Advisory Group
Virginia
$308K +$217 +4 +0.1%
JFA
2088
Johanson Financial Advisors
California
$307K +$36.6K +647 +14%
CNAM
2089
Campbell Newman Asset Management
Wisconsin
$306K – – –
RWI
2090
Red Wave Investments
Pennsylvania
$306K +$3.08K +57 +1%
UMC
2091
United Maritime Capital
New York
$305K -$27.2K -500 -8%
BOS
2092
Bank of Stockton
California
$305K -$13.3K -245 -4%
SFFS
2093
Stonehage Fleming Financial Services
Jersey
$304K – – –
HHGA
2094
Halbert Hargrove Global Advisors
California
$304K +$2K +37 +0.7%
MWM
2095
MBE Wealth Management
Wisconsin
$303K -$34.4K -636 -10%
LIG
2096
Lokken Investment Group
Delaware
$303K -$11.4K -210 -4%
AL
2097
ADE LLC
Maryland
$303K +$16.2K +300 +6%
RDWM
2098
Red Door Wealth Management
Tennessee
$302K +$60.2K +1,114 +25%
OPOWM
2099
One Plus One Wealth Management
Florida
$302K +$89.3K +1,650 +42%
CCP
2100
Cardan Capital Partners
Colorado
$299K -$487 -9 -0.2%
82 83
84
85 86