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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 %
GWCM
2226
Godshalk Welsh Capital Management
Pennsylvania
$234K – – –
AA
2227
Aufman Associates
Pennsylvania
$233K +$2.59K +48 +1%
SCM
2228
SOL Capital Management
Maryland
$232K +$2.71K +50 +1%
P
2229
Palladiem
Pennsylvania
$231K – – –
CIP
2230
Capital Insight Partners
Arizona
$231K – – –
RWM
2231
Reston Wealth Management
Virginia
$231K +$1.08K +20 +0.5%
APC
2232
Asset Planning Corporation
Tennessee
$230K – – –
NQWM
2233
Northwest Quadrant Wealth Management
Oregon
$230K +$1.18K +22 +0.5%
IF
2234
Insight Folios
North Carolina
$230K +$230K +4,252 New
NFG
2235
Northeast Financial Group
Pennsylvania
$228K -$9.58K -177 -4%
CCC
2236
Chelsea Counsel Company
California
$227K – – –
SCM
2237
Salem Capital Management
Massachusetts
$227K – – –
BA
2238
Baugh & Associates
Georgia
$227K – – –
CANC
2239
Culbertson A N & Co
Virginia
$227K +$11.6K +214 +5%
BWM
2240
BCGM Wealth Management
Indiana
$226K -$3.32K -58 -1%
FCA
2241
FLC Capital Advisors
California
$226K – – –
NCM
2242
Northwest Capital Management
Oregon
$226K – – –
HPC
2243
Hobart Private Capital
North Carolina
$225K -$329K -6,078 -59%
CIS
2244
Connors Investor Services
Pennsylvania
$224K – – –
DIS
2245
Diversified Investment Strategies
Louisiana
$223K -$35.9K -664 -14%
WCG
2246
Weaver Consulting Group
California
$223K -$10.2K -188 -4%
MJP
2247
Michael J. Puzo
$223K – – –
CST
2248
Charles Schwab Trust
Nevada
$221K -$324K -5,987 -59%
SEIA
2249
Signature Estate & Investment Advisors
California
$221K -$4.1K -76 -2%
OIA
2250
Optimum Investment Advisors
Illinois
$220K -$16.2K -300 -7%
88 89
90
91 92