KO icon

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 %
AP
2326
Arlington Partners
Alabama
$151K -$346K -6,400 -70%
FP
2327
Financial Perspectives
Minnesota
$149K -$7.7M -142,272 -98%
IFAM
2328
Institutional & Family Asset Management
Colorado
$147K +$488 +9 +0.3%
EWM
2329
Endurance Wealth Management
Rhode Island
$143K -$10.8K -200 -7%
BCM
2330
Bourgeon Capital Management
Connecticut
$143K +$15.8K +293 +12%
ACA
2331
Atlas Capital Advisors
Wyoming
$142K +$6.87K +127 +5%
CH
2332
Canton Hathaway
Rhode Island
$142K – – –
PCTC
2333
Perkins Coie Trust Company
Washington
$141K +$325 +6 +0.2%
DFCM
2334
Dark Forest Capital Management
Puerto Rico
$139K +$139K +2,571 New
GAM
2335
GVO Asset Management
Switzerland
$135K – – –
HF
2336
Halpern Financial
Virginia
$132K +$127K +2,354 +2,706%
CC
2337
Corsicana & Co
Texas
$131K +$131K +2,429 New
CL
2338
CSS LLC
Illinois
$130K – – –
VCM
2339
Vigilant Capital Management
Maine
$129K – – –
BWP
2340
Baldwin Wealth Partners
Massachusetts
$126K -$19.8K -365 -14%
PWA
2341
Phoenix Wealth Advisors
North Carolina
$123K +$3.13K +58 +3%
MTCM
2342
Mint Tower Capital Management
Netherlands
$123K +$123K +2,276 New
MA
2343
Modus Advisors
Minnesota
$120K +$120K +2,214 New
LD
2344
Lipe & Dalton
New York
$119K – – –
VRM
2345
Vectors Research Management
New York
$118K -$3.53K -65 -3%
SCA
2346
Stuart Chaussee & Associates
California
$116K -$6.4K -118 -5%
NL
2347
NVWM LLC
Pennsylvania
$115K -$1.53K -28 -1%
IRAG
2348
Investment Research & Advisory Group
Georgia
$115K – – –
PA
2349
Perennial Advisors
New York
$115K – – –
WWM
2350
Wagner Wealth Management
South Carolina
$113K +$33.7K +623 +42%
92 93
94
95 96