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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 %
AAP
2126
Arax Advisory Partners
Colorado
$284K +$284K +5,247 New
NEIRG
2127
New England Investment & Retirement Group
Massachusetts
$284K +$284K +5,249 New
CA
2128
Cornerstone Advisory
Maryland
$283K +$23.5K +434 +9%
PWMG
2129
Prestige Wealth Management Group
New Jersey
$283K +$111K +2,045 +64%
FWM
2130
FSA Wealth Management
Massachusetts
$282K – – –
D
2131
Diversified
Delaware
$282K +$31K +573 +12%
FCFC
2132
First Commonwealth Financial Corp
Pennsylvania
$282K +$31.1K +575 +12%
LDFR
2133
Lehman & Derafelo Financial Resources
Pennsylvania
$281K – – –
GAM
2134
Garrison Asset Management
Arkansas
$280K +$162 +3 +0.1%
BWFA
2135
Baltimore-Washington Financial Advisors
Maryland
$280K +$216 +4 +0.1%
NJBEST
2136
New Jersey Better Educational Savings Trust
New Jersey
$279K – – –
LCM
2137
Liberty Capital Management
Michigan
$279K – – –
SFA
2138
Source Financial Advisors
New York
$279K +$864 +16 +0.3%
WDG
2139
Wealth Dimensions Group
Ohio
$278K -$975 -18 -0.3%
CFG
2140
CMC Financial Group
Georgia
$278K – – –
FNC
2141
First National Corp
Massachusetts
$277K -$3.76K -84 -1%
CAMG
2142
CWA Asset Management Group
Florida
$276K -$23.3K -433 -8%
TWM
2143
Titus Wealth Management
California
$276K -$5.42K -100 -2%
PK
2144
Pflug Koory
Nebraska
$276K – – –
SOW
2145
State of Wyoming
Wyoming
$276K +$18.6K +344 +7%
LWA
2146
Lineweaver Wealth Advisors
Ohio
$275K +$275K +5,098 New
PWM
2147
Prentice Wealth Management
New York
$274K +$80.5K +1,485 +42%
DA
2148
Dillon & Associates
Michigan
$272K -$2.59K -48 -0.9%
JWM
2149
Jeppson Wealth Management
California
$272K +$10.8K +200 +4%
CCM
2150
Crabel Capital Management
California
$272K +$272K +5,026 New
84 85
86
87 88