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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 %
PGA
2251
Portland Global Advisors
Maine
$220K – – –
DC
2252
DeDora Capital
California
$220K +$813 +15 +0.4%
OSNBOA
2253
Old Second National Bank of Aurora
Illinois
$219K – – –
JWM
2254
Janiczek Wealth Management
Colorado
$218K – – –
NWA
2255
Navis Wealth Advisors
New York
$217K +$865 +16 +0.4%
TP
2256
Tranquility Partners
Tennessee
$217K +$11.4K +211 +6%
AWS
2257
Arkfeld Wealth Strategies
Nebraska
$217K +$217K +3,858 New
TIA
2258
Tandem Investment Advisors
South Carolina
$217K +$217K +4,009 New
KLCM
2259
KG&L Capital Management
Louisiana
$216K -$1.47M -27,276 -87%
HAIM
2260
Hunter Associates Investment Management
Pennsylvania
$216K -$761K -14,090 -78%
EGA
2261
E&G Advisors
Texas
$216K -$211K -3,998 Closed
EP
2262
Edgestream Partners
New Jersey
$215K -$3.26M -60,240 -94%
PSB
2263
Piscataqua Savings Bank
New Hampshire
$215K -$6.77K -125 -3%
FAM
2264
Fenimore Asset Management
New York
$215K – – –
JEST
2265
JTC Employer Solutions Trustee
Jersey
$215K +$215K +3,979 New
MFG
2266
Menard Financial Group
Texas
$214K -$173K -3,198 -45%
OL
2267
Optas LLC
Texas
$214K +$5.03K +93 +2%
RCM
2268
RNC Capital Management
California
$214K +$214K +3,959 New
AIP
2269
Ahrens Investment Partners
Louisiana
$213K -$4.98K -92 -2%
TFF
2270
The Family Firm
Maryland
$213K +$865 +16 +0.4%
PAM
2271
Private Asset Management
California
$212K -$32.5K -600 -13%
FFA
2272
Fragasso Financial Advisors
Pennsylvania
$212K -$11.2K -208 -5%
FA
2273
Financial Advisors
Massachusetts
$212K +$1.35K +25 +0.6%
DI
2274
Disciplined Investments
Oklahoma
$212K +$10.8K +200 +5%
CWA
2275
Clearview Wealth Advisors
Oregon
$212K +$61K +1,127 +40%
89 90
91
92 93