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 %
SWM
2201
Shakespeare Wealth Management
Wisconsin
$233K +$6.85K +129 +3%
GWS
2202
Glassman Wealth Services
Virginia
$232K +$45.2K +862 +24%
FOA
2203
Five Oceans Advisors
California
$232K +$232K +4,425 New
BWM
2204
Bulltick Wealth Management
Florida
$231K -$5.29K -100 -2%
CAM
2205
Congress Asset Management
Massachusetts
$231K -$3.78K -72 -2%
MAWCM
2206
Mine & Arao Wealth Creation & Management
California
$229K +$789 +15 +0.3%
CCP
2207
Cardan Capital Partners
Colorado
$228K -$61.6K -1,175 -21%
KLCM
2208
KG&L Capital Management
Louisiana
$227K +$17.2K +327 +8%
UAML
2209
US Asset Management LLC
Pennsylvania
$227K +$227K +4,330 New
FMP
2210
Financial Management Professionals
Texas
$226K -$18.7K -358 -8%
AA
2211
Aufman Associates
Pennsylvania
$226K – – –
MLFP
2212
MPS Loria Financial Planners
Illinois
$225K -$34.8K -664 -13%
SBF
2213
Sara-Bay Financial
Florida
$225K -$9.92K -189 -4%
KA
2214
Klingman & Associates
New York
$225K -$2.67K -51 -1%
FI
2215
Financial Insights
Washington
$225K +$225K +4,286 New
FM
2216
Foster & Motley
Ohio
$224K -$21.5K -410 -9%
CIP
2217
Capital Insight Partners
Arizona
$224K – – –
P
2218
Palladiem
Pennsylvania
$224K – – –
BWM
2219
BCGM Wealth Management
Indiana
$224K +$734 +13 +0.3%
SRC
2220
Sage Rhino Capital
California
$223K -$17.8K -339 -7%
APC
2221
Asset Planning Corporation
Tennessee
$223K – – –
SCM
2222
SOL Capital Management
Maryland
$222K -$2.62K -50 -1%
NFG
2223
Northeast Financial Group
Pennsylvania
$222K +$157 +3 +0.1%
DOA
2224
D'Orazio & Associates
Virginia
$221K +$35.2K +670 +19%
BSSFA
2225
Baron Silver Stevens Financial Advisors
Florida
$220K -$86.9K -1,657 -28%
87 88
89
90 91