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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 %
WWM
2326
Wagner Wealth Management
South Carolina
$120K +$2.59K +46 +2%
LAS
2327
Lloyd Advisory Services
Georgia
$117K +$12K +230 +11%
PWA
2328
Phoenix Wealth Advisors
North Carolina
$115K -$4.57K -87 -4%
LD
2329
Lipe & Dalton
New York
$115K – – –
ACM
2330
Antonetti Capital Management
Florida
$115K +$115K +2,200 New
APP
2331
Alpha Paradigm Partners
Illinois
$114K -$48.7K -928 -30%
SCA
2332
Stuart Chaussee & Associates
California
$112K – – –
IRAG
2333
Investment Research & Advisory Group
Georgia
$111K -$1.06K -20 -0.9%
NR
2334
Newfound Research
Massachusetts
$110K +$39.4K +751 +56%
AWM
2335
Accel Wealth Management
Iowa
$108K +$4.48K +85 +4%
TLFA
2336
True Link Financial Advisors
California
$107K – – –
FWM
2337
Focused Wealth Management
New York
$105K +$158 +3 +0.2%
TFIPS
2338
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$23.6K +450 +29%
HIIFS
2339
Harel Insurance Investments & Financial Services
Israel
$104K -$611K -11,603 -85%
LWA
2340
Lowe Wealth Advisors
Maryland
$103K – – –
HIM
2341
Hillsdale Investment Management
Ontario, Canada
$100K +$68.4K +1,300 +217%
OAJ
2342
Ogorek Anthony Joseph
New York
$97K +$2.56K +49 +3%
IAS
2343
IMA Advisory Services
Colorado
$96K +$580 +11 +0.6%
HF
2344
Halpern Financial
Virginia
$96K -$32.1K -612 -25%
EARNEST Partners
2345
EARNEST Partners
Georgia
$93K – – –
CA
2346
Centerpoint Advisors
Massachusetts
$92K +$11.1K +213 +14%
ICM
2347
Islay Capital Management
Texas
$88K +$209 +4 +0.2%
JMF
2348
Johnson Midwest Financial
Iowa
$88K +$5.46K +104 +7%
EI
2349
Ellevest Inc
New York
$85K -$24.6K -466 -22%
DFCM
2350
Dark Forest Capital Management
Puerto Rico
$84K -$51.5K -977 -38%
92 93
94
95 96