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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 %
MAM
2301
Marotta Asset Management
Virginia
$202K +$202K +3,744 New
LSC
2302
Lesa Sroufe & Co
Washington
$202K +$202K +3,737 New
AHB
2303
Abner Herrman & Brock
New Jersey
$201K -$65.2K -1,204 -24%
PD
2304
Planning Directions
Pennsylvania
$201K +$201K +3,705 New
WPC
2305
White Pine Capital
Minnesota
$200K -$22.8K -400 -10%
PIA
2306
Powell Investment Advisors
Florida
$200K +$200K +3,670 New
MS
2307
Mizuho Securities
Japan
$198K +$93.6K +1,728 +90%
BMD
2308
Better Money Decisions
New Mexico
$196K +$325 +6 +0.2%
GWS
2309
Glassman Wealth Services
Virginia
$193K +$12.4K +228 +7%
DOA
2310
D'Orazio & Associates
Virginia
$192K +$18.1K +333 +10%
TCM
2311
Tradewinds Capital Management
Washington
$190K -$4.11K -76 -2%
CCA
2312
Column Capital Advisors
Indiana
$190K +$9.32K +172 +5%
CAL
2313
Capital Advisors Ltd
Ohio
$190K +$155K +2,860 +436%
GAM
2314
Gemmer Asset Management
California
$183K +$3.58K +66 +2%
BEI
2315
Benjamin Edwards Inc
Missouri
$174K -$86.8K -1,608 -33%
VNA
2316
Valley National Advisers
Pennsylvania
$172K -$55.8K -1,031 -25%
TC
2317
Truvestments Capital
Florida
$169K -$295K -5,445 -64%
APP
2318
Alpha Paradigm Partners
Illinois
$168K +$168K +3,101 New
APW
2319
Acima Private Wealth
Virginia
$167K – – –
FWM
2320
FFT Wealth Management
Pennsylvania
$167K +$167K +3,089 New
HFA
2321
HC Financial Advisors
California
$166K – – –
ACM
2322
AUA Capital Management
Pennsylvania
$162K – – –
LWA
2323
Lenox Wealth Advisors
New York
$162K +$54K +1,001 +50%
SC
2324
Solstein Capital
California
$162K +$137K +2,530 +546%
BAM
2325
Bellevue Asset Management
Washington
$160K -$11.5K -212 -7%
91 92
93
94 95