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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 %
HCM
2201
Hillman Capital Management
Maryland
$248K +$13.5K +250 +6%
ACM
2202
AlphaStar Capital Management
North Carolina
$248K +$248K +4,555 New
GWAM
2203
Guardian Wealth Advisors (Minnesota)
Minnesota
$247K -$2.39K -44 -1%
TIM
2204
Total Investment Management
Arizona
$246K -$29.4K -543 -11%
FC
2205
Fulcrum Capital
Washington
$245K -$16K -295 -6%
PBO
2206
Peoples Bank (Ohio)
Ohio
$245K – – –
PCMC
2207
Private Capital Management (Colorado)
Colorado
$245K +$5.85K +108 +2%
AIG
2208
American International Group
New York
$245K -$15.3K -251,591 -6%
BWM
2209
Bulltick Wealth Management
Florida
$244K +$5.45K +100 +2%
CVM
2210
Cheviot Value Management
California
$244K -$29.4K -543 -11%
CPA
2211
Clear Perspective Advisors
Illinois
$243K +$6.87K +127 +3%
CWA
2212
Centennial Wealth Advisory
Michigan
$243K +$243K +4,485 New
AWM
2213
Avondale Wealth Management
Texas
$243K +$243K +4,500 New
ANB
2214
Amarillo National Bank
Texas
$242K – – –
SBF
2215
Sara-Bay Financial
Florida
$242K – – –
CAM
2216
Congress Asset Management
Massachusetts
$242K +$3.9K +72 +2%
SWM
2217
Shakespeare Wealth Management
Wisconsin
$241K +$23.9K +423 +11%
PWMG
2218
Pinnacle Wealth Management Group
Michigan
$241K +$241K +4,446 New
TFGT
2219
TS Financial Group (TSFG)
Illinois
$240K +$13.8K +255 +6%
LF
2220
Lee Financial
Texas
$239K +$4.05K +75 +2%
AWA
2221
Acorn Wealth Advisors
Michigan
$239K +$4.06K +75 +2%
KA
2222
Klingman & Associates
New York
$235K -$119K -2,203 -34%
TFM
2223
TFC Financial Management
Massachusetts
$235K – – –
MAWCM
2224
Mine & Arao Wealth Creation & Management
California
$235K +$22.2K +411 +10%
GL
2225
Graypoint LLC
New York
$235K +$235K +4,335 New
87 88
89
90 91