KO icon

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 %
POIA
2101
Pin Oak Investment Advisors
Texas
$281K – – –
HC
2102
Hamilton Capital
Ohio
$281K +$281K +5,360 New
BOS
2103
Bank of Stockton
California
$280K -$15.7K -300 -5%
MIM
2104
Miller Investment Management
Pennsylvania
$279K -$126K -2,400 -31%
JAG
2105
Journey Advisory Group
Kentucky
$278K -$130K -2,467 -32%
AL
2106
ADE LLC
Maryland
$278K -$15.7K -300 -5%
UTC
2107
Unified Trust Company
Kentucky
$278K – – –
EW
2108
Element Wealth
Mississippi
$278K +$472 +9 +0.2%
FUBT
2109
First United Bank & Trust
Maryland
$277K – – –
SCM
2110
Silvant Capital Management
Georgia
$276K – – –
ACM
2111
Ategra Capital Management
Virginia
$276K -$9.24K -176 -3%
W
2112
WealthOne
New York
$275K +$22.2K +423 +9%
PCMC
2113
Private Capital Management (Colorado)
Colorado
$275K +$37.9K +724 +16%
MTCM
2114
Mint Tower Capital Management
Netherlands
$275K +$156K +2,970 +130%
RTS
2115
Round Table Services
New Jersey
$275K +$275K +5,245 New
WMA
2116
Wealth Management Associates
New Jersey
$274K +$13.5K +258 +5%
D
2117
Diversified
Delaware
$274K +$629 +12 +0.2%
AAP
2118
Arax Advisory Partners
Colorado
$273K -$2.1K -40 -0.8%
TP
2119
Tranquility Partners
Tennessee
$273K +$62.4K +1,190 +30%
NC
2120
NovaPoint Capital
Georgia
$272K -$7.19K -137 -3%
EGWAG
2121
Elwood & Goetz Wealth Advisory Group
Georgia
$272K -$3.51K -67 -1%
GAM
2122
Garrison Asset Management
Arkansas
$272K +$105 +2 +0%
BWFA
2123
Baltimore-Washington Financial Advisors
Maryland
$272K +$210 +4 +0.1%
SFA
2124
Source Financial Advisors
New York
$272K +$683 +13 +0.3%
CMO
2125
Covenant Multifamily Offices
Texas
$272K +$272K +5,118 New
83 84
85
86 87