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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 %
CSM
2176
CAMG Solamere Management
North Carolina
$256K -$1.89K -35 -0.7%
LA
2177
Legacy Advisors
Pennsylvania
$256K +$14.1K +261 +6%
HFA
2178
Hoover Financial Advisors
Pennsylvania
$255K +$39.4K +728 +18%
CT
2179
Clearstead Trust
Maine
$254K -$20M -4,641 -99%
AIM
2180
Avity Investment Management
Connecticut
$254K -$54K -1,000 -18%
RIM
2181
Rockbridge Investment Management
New York
$254K -$48.7K -900 -16%
DWP
2182
Destiny Wealth Partners
Florida
$254K +$78.2K +1,446 +44%
CP
2183
Castleview Partners
Texas
$254K +$254K +4,700 New
CIC
2184
Cornercap Investment Counsel
Georgia
$253K -$159K -2,946 -39%
MHR
2185
Matthew Hamilton Rosenberg
$253K – – –
FMP
2186
Financial Management Professionals
Texas
$253K +$2.38K +44 +1%
SPP
2187
Single Point Partners
Massachusetts
$253K +$253K +4,642 New
FM
2188
Foster & Motley
Ohio
$253K +$253K +4,684 New
CWMU
2189
Caliber Wealth Management (Utah)
Utah
$252K -$854K -15,778 -77%
CGA
2190
Crescent Grove Advisors
Illinois
$252K +$252K +4,626 New
MWM
2191
Minot Wealth Management
Massachusetts
$251K -$15.9K -289 -6%
HFG
2192
Heron Financial Group
New York
$251K – – –
WS
2193
Wela Strategies
Georgia
$250K -$2.92K -54 -1%
SRC
2194
Sage Rhino Capital
California
$249K -$4.72K -87 -2%
RDFA
2195
Ritter Daniher Financial Advisory
Ohio
$249K – – –
CCP
2196
Cassia Capital Partners
North Carolina
$249K +$36.2K +669 +17%
BFWA
2197
Benchmark Financial Wealth Advisors
Florida
$249K +$43.4K +803 +21%
MAS
2198
Managed Account Services
Florida
$248K -$1.35K -25 -0.5%
GA
2199
Geller Advisors
New York
$248K +$1.75K +32 +0.7%
GIM
2200
Goelzer Investment Management
Indiana
$248K +$4.59K +85 +2%
86 87
88
89 90