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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 %
EI
2351
Ellevest Inc
New York
$112K -$302K -5,600 -73%
TLFA
2352
True Link Financial Advisors
California
$110K +$15.2K +280 +16%
LAS
2353
Lloyd Advisory Services
Georgia
$109K +$35.7K +658 +49%
FWM
2354
Focused Wealth Management
New York
$108K +$10.9K +202 +11%
HFM
2355
Harvest Fund Management
China
$107K -$2.04K -38 -2%
AWM
2356
Accel Wealth Management
Iowa
$106K -$75.5K -1,400 -42%
LWA
2357
Lowe Wealth Advisors
Maryland
$106K – – –
SAS
2358
Stelac Advisory Services
New York
$104K -$11.6K -213 -10%
GIA
2359
Goodwin Investment Advisory
Georgia
$100K +$41.3K +215 +70%
IAS
2360
IMA Advisory Services
Colorado
$98K +$649 +12 +0.7%
OAJ
2361
Ogorek Anthony Joseph
New York
$97K +$97K +1,807 New
EARNEST Partners
2362
EARNEST Partners
Georgia
$96K – – –
CTB
2363
Country Trust Bank
Illinois
$92K +$12.5K +231 +16%
ICM
2364
Islay Capital Management
Texas
$91K +$217 +4 +0.2%
JMF
2365
Johnson Midwest Financial
Iowa
$85K +$216 +4 +0.3%
CA
2366
Centerpoint Advisors
Massachusetts
$84K +$17.1K +314 +25%
TFIPS
2367
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.5K -$2.71K -50 -3%
NFSG
2368
Newbridge Financial Services Group
Florida
$82K -$64K -1,177 -44%
PO
2369
Private Ocean
California
$82K -$21.8K -403 -21%
WCMN
2370
Westchester Capital Management (Nebraska)
Nebraska
$77K – – –
AWM
2371
AllSquare Wealth Management
New York
$76K – – –
FEG
2372
Financial Enhancement Group
Indiana
$76K – – –
NR
2373
Newfound Research
Massachusetts
$73K +$4.94K +91 +7%
BBL
2374
Beck Bode LLC
Massachusetts
$73K +$73K +1,358 New
APC
2375
Aspire Private Capital
North Carolina
$71K -$50K -922 -41%
93 94
95
96 97