KO icon

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 %
NFSG
2351
Newbridge Financial Services Group
Florida
$83K +$4.03K +77 +5%
EWA
2352
Evolution Wealth Advisors
Florida
$79K +$48.4K +925 +158%
Nisa Investment Advisors
2353
Nisa Investment Advisors
Missouri
$75.9K +$15.7K +299,356 +26%
WCMN
2354
Westchester Capital Management (Nebraska)
Nebraska
$74K -$1.32K -25 -2%
AWM
2355
AllSquare Wealth Management
New York
$73K – – –
FEG
2356
Financial Enhancement Group
Indiana
$73K – – –
AS
2357
Altshuler Shaham
Israel
$69K +$4.07K +77 +6%
PP
2358
PrairieView Partners
Minnesota
$69K +$21K +402 +44%
FWM
2359
Filbrandt Wealth Management
Wisconsin
$68K +$1.72K +33 +3%
KIG
2360
Kessler Investment Group
Indiana
$67K – – –
KAS
2361
Kemnay Advisory Services
New York
$66K – – –
BFG
2362
Baron Financial Group
New Jersey
$65.8K – – –
WIM
2363
Westside Investment Management
California
$63.8K +$2.16K +142 +4%
TF
2364
TimeScale Financial
Massachusetts
$59K -$3.01K -57 -5%
CFA
2365
Cahill Financial Advisors
Minnesota
$59K +$59K +1,119 New
FFA
2366
Freedman Financial Associates
Massachusetts
$58K – – –
TCWA
2367
Ten Capital Wealth Advisors
Washington
$58K +$42.9K +813 +284%
LSV Asset Management
2368
LSV Asset Management
Illinois
$57K – – –
SFPG
2369
Stonebridge Financial Planning Group
Florida
$56K – – –
FA
2370
Financial Advantage
Maryland
$56K – – –
APC
2371
Aspire Private Capital
North Carolina
$55K -$14K -266 -20%
DWMG
2372
DB Wealth Management Group
California
$55K – – –
MI
2373
Markston International
New York
$55K – – –
DTIM
2374
Danda Trouve Investment Management
Kansas
$54K +$370 +7 +0.7%
KFS
2375
Kelly Financial Services
Massachusetts
$52.2K -$3.13M -59,634 -98%
93 94
95
96 97