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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 %
LWA
2301
Lenox Wealth Advisors
New York
$165K +$7.35K +140 +5%
SC
2302
Solstein Capital
California
$165K +$8.37K +160 +5%
TC
2303
Truvestments Capital
Florida
$164K +$419 +8 +0.3%
CTB
2304
Country Trust Bank
Illinois
$162K +$73K +1,393 +82%
APW
2305
Acima Private Wealth
Virginia
$160K -$2.63K -50 -2%
ACM
2306
AUA Capital Management
Pennsylvania
$157K – – –
BAM
2307
Bellevue Asset Management
Washington
$156K +$158 +3 +0.1%
PA
2308
PSI Advisors
Florida
$156K +$156K +2,979 New
OIA
2309
Optimum Investment Advisors
Illinois
$148K -$65.5K -1,250 -31%
FP
2310
Financial Perspectives
Minnesota
$146K +$997 +19 +0.7%
CDIA
2311
Capital Directions Investment Advisors
Georgia
$141K +$141K +2,690 New
EWM
2312
Endurance Wealth Management
Rhode Island
$139K – – –
ACA
2313
Atlas Capital Advisors
Wyoming
$138K – – –
HFM
2314
Harvest Fund Management
China
$135K +$30.8K +590 +30%
BCM
2315
Bourgeon Capital Management
Connecticut
$131K -$8.21K -156 -6%
TAM
2316
Tucker Asset Management
Colorado
$131K +$96.9K +1,719 +287%
Q
2317
QVR
California
$129K +$65.4K +1,250 +103%
NL
2318
NVWM LLC
Pennsylvania
$128K +$17K +322 +15%
CC
2319
Corsicana & Co
Texas
$127K – – –
CL
2320
CSS LLC
Illinois
$126K – – –
VCM
2321
Vigilant Capital Management
Maine
$125K – – –
TCWM
2322
Total Clarity Wealth Management
Illinois
$123K +$123K +2,336 New
BWP
2323
Baldwin Wealth Partners
Massachusetts
$122K – – –
PCTC
2324
Perkins Coie Trust Company
Washington
$121K -$15.8K -300 -12%
IFAM
2325
Institutional & Family Asset Management
Colorado
$120K -$22.6K -430 -16%
91 92
93
94 95