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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 %
CVM
2176
Cheviot Value Management
California
$242K +$5.25K +100 +2%
AI
2177
ArchPoint Investors
Florida
$242K +$242K +4,572 New
RIM
2178
Rockbridge Investment Management
New York
$241K -$5.51K -105 -2%
GIM
2179
Goelzer Investment Management
Indiana
$241K – – –
RDFA
2180
Ritter Daniher Financial Advisory
Ohio
$241K – – –
GA
2181
Geller Advisors
New York
$241K +$371 +7 +0.2%
TFF
2182
The Family Firm
Maryland
$241K +$25.4K +465 +12%
NIC
2183
Northwest Investment Counselors
Oregon
$239K -$10.5K -200 -4%
TIM
2184
Total Investment Management
Arizona
$239K – – –
CWA
2185
Clearview Wealth Advisors
Oregon
$239K +$33.3K +635 +16%
FC
2186
Fulcrum Capital
Washington
$238K – – –
HCP
2187
Holt Capital Partners
Texas
$237K -$44.5K -850 -16%
FIB
2188
First Interstate Bank
Montana
$237K +$237K +4,524 New
SIM
2189
Studio Investment Management
Illinois
$237K +$237K +4,526 New
MAS
2190
Managed Account Services
Florida
$236K -$4.83K -92 -2%
CPA
2191
Clear Perspective Advisors
Illinois
$236K – – –
AWM
2192
Avondale Wealth Management
Texas
$236K – – –
CANC
2193
Culbertson A N & Co
Virginia
$236K +$15.7K +300 +7%
RCG
2194
Rock Creek Group
District of Columbia
$235K -$143K -2,727 -38%
ANB
2195
Amarillo National Bank
Texas
$234K -$788 -15 -0.3%
RCM
2196
RNC Capital Management
California
$234K +$26.3K +501 +13%
LGA
2197
Lebenthal Global Advisors
New York
$233K -$102K -1,944 -30%
PWMG
2198
Pinnacle Wealth Management Group
Michigan
$233K -$578 -11 -0.2%
TFGT
2199
TS Financial Group (TSFG)
Illinois
$233K +$105 +2 +0%
AWA
2200
Acorn Wealth Advisors
Michigan
$233K +$1.47K +28 +0.6%
86 87
88
89 90