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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 %
FI
2426
FormulaFolio Investments
Michigan
$31K +$4.8K +90 +18%
LFG
2427
Larson Financial Group
Missouri
$30K -$49.7K -904 -62%
CAM
2428
Costello Asset Management
Pennsylvania
$30K -$1.04K -19 -3%
TCM
2429
TD Capital Management
Tennessee
$30K – – –
PSIWM
2430
Paradigm Strategies in Wealth Management
Minnesota
$30K +$54 +1 +0.2%
CWM
2431
Cedar Wealth Management
California
$29K – – –
RG
2432
Retirement Group
California
$29K +$2.81K +52 +11%
CIAS
2433
CBIZ Investment Advisory Services
Ohio
$28K -$28K – –
HS
2434
Horan Securities
United States
$27K – – –
MFG
2435
Monumental Financial Group
Maryland
$27K +$27K +500 New
BA
2436
Bellwether Advisors
Nebraska
$25K – – –
PFA
2437
Professional Financial Advisors
Nebraska
$23K +$163 +3 +0.7%
IP
2438
Isthmus Partners
Wisconsin
$22K +$22K +400 New
DWA
2439
Dougherty Wealth Advisers
Minnesota
$22K +$22K +400 New
SGAM
2440
Smith Group Asset Management
Texas
$22K +$22K +400 New
JAM
2441
JCIC Asset Management
Ontario, Canada
$20K – – –
HCM
2442
Horrell Capital Management
Arkansas
$19K – – –
JIR
2443
James Investment Research
Ohio
$18K -$6.37K -115 -26%
PC
2444
Permanens Capital
New York
$17K – – –
EAM
2445
Eukles Asset Management
Ohio
$17K – – –
TLCM
2446
Twin Lakes Capital Management
California
$16K – – –
TCWA
2447
Ten Capital Wealth Advisors
Washington
$15K +$9.65K +184 +180%
YAL
2448
Your Advocates Ltd
Texas
$14K -$15K -276 -52%
IPW
2449
IronBridge Private Wealth
Texas
$14K +$54 +1 +0.4%
CP
2450
Corbenic Partners
Pennsylvania
$14K +$109 +2 +0.8%
96 97
98
99 100