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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 %
PIC
2276
Platt Investment Counsel
Florida
$210K – – –
LA
2277
Latitude Advisors
Florida
$210K +$210K +3,881 New
SSI
2278
Scott & Selber Inc
Texas
$209K -$19.5K -360 -9%
BWM
2279
Baystate Wealth Management
Massachusetts
$209K -$12.5K -231 -6%
SFG
2280
Sather Financial Group
Texas
$209K – – –
CGH
2281
CMG Global Holdings
Texas
$209K – – –
GCMG
2282
Gyroscope Capital Management Group
Florida
$209K +$209K +3,864 New
NCM
2283
Northside Capital Management
Oregon
$208K – – –
FH
2284
FWG Holdings
Florida
$208K +$208K +3,839 New
IF
2285
IRON Financial
Illinois
$208K +$208K +3,845 New
MGIM
2286
M&G Investment Management
United Kingdom
$207K +$33.9K +626,985 +20%
BMWM
2287
Brown Miller Wealth Management
Virginia
$207K – – –
TFA
2288
Trinity Financial Advisors
Ohio
$207K +$207K +3,833 New
CIA
2289
Cascade Investment Advisors
Oregon
$207K – – –
OFS
2290
Oldfather Financial Services
Nebraska
$206K -$18.5K -326 -8%
GWAG
2291
Garrett Wealth Advisory Group
Texas
$206K – – –
MFP
2292
Meridian Financial Partners
Virginia
$205K +$205K +3,670 New
GP
2293
Girard Partners
Pennsylvania
$204K -$43K -799 -17%
RPA
2294
Rock Point Advisors
Vermont
$204K -$2.16K -40 -1%
BFG
2295
Barber Financial Group
Kansas
$204K -$1.13K -21 -0.6%
VWM
2296
Valley Wealth Managers
New Jersey
$204K +$204K +3,781 New
FC
2297
FCA Corp
Texas
$203K -$27.2K -502 -12%
IHWM
2298
Iron Horse Wealth Management
Iowa
$203K -$10.8K -200 -5%
DLG
2299
Daniel L. Goodwin
$203K +$203K +3,750 New
PWP
2300
Personal Wealth Partners
Minnesota
$203K +$203K +3,756 New
90 91
92
93 94