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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 %
MGIM
2251
M&G Investment Management
United Kingdom
$212K +$12.7K +243,548 +6%
SWM
2252
Salvus Wealth Management
New Jersey
$212K -$212K -4,035 -50%
NWA
2253
Navis Wealth Advisors
New York
$212K +$789 +15 +0.4%
OL
2254
Optas LLC
Texas
$212K +$4.2K +80 +2%
IF
2255
IRON Financial
Illinois
$212K +$10.1K +192 +5%
WRM
2256
Weybosset Research & Management
Rhode Island
$212K +$212K +4,047 New
FWM
2257
FFT Wealth Management
Pennsylvania
$211K +$48.6K +925 +30%
BCM
2258
BTC Capital Management
Iowa
$210K -$436K -8,300 -67%
TIA
2259
Tandem Investment Advisors
South Carolina
$210K -$789 -15 -0.4%
HAIM
2260
Hunter Associates Investment Management
Pennsylvania
$210K – – –
EGA
2261
E&G Advisors
Texas
$210K +$210K +3,998 New
FAFN
2262
First Affirmative Financial Network
Colorado
$210K +$210K +4,007 New
JEST
2263
JTC Employer Solutions Trustee
Jersey
$209K – – –
AWS
2264
Arkfeld Wealth Strategies
Nebraska
$209K +$540 +10 +0.3%
WAG
2265
Winthrop Advisory Group
Massachusetts
$209K +$209K +3,953 New
CAIMH
2266
Central Asset Investments & Management Holdings
Hong Kong
$209K +$209K +4,000 New
MWPCG
2267
Measured Wealth Private Client Group
New Hampshire
$208K -$54K -1,030 -21%
FA
2268
Financial Advisors
Massachusetts
$207K +$1.21K +23 +0.6%
CCA
2269
Column Capital Advisors
Indiana
$207K +$23.1K +441 +13%
LDFR
2270
Lehman & Derafelo Financial Resources
Pennsylvania
$206K -$67.6K -1,285 -25%
DI
2271
Disciplined Investments
Oklahoma
$206K – – –
OFS
2272
Oldfather Financial Services
Nebraska
$206K +$791 +14 +0.4%
PAM
2273
Private Asset Management
California
$205K – – –
CA
2274
CGN Advisors
Kansas
$205K +$205K +3,914 New
SFWA
2275
Summit Financial Wealth Advisors
Louisiana
$205K +$205K +3,916 New
89 90
91
92 93