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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 %
CP
2426
Corbenic Partners
Pennsylvania
$14K +$108 +2 +0.8%
MAM
2427
Marquette Asset Management
Minnesota
$14K +$3.47K +66 +33%
NOI
2428
Newton One Investments
Delaware
$13K – – –
CIAS
2429
CBIZ Investment Advisory Services
Ohio
$13K -$28K – –
IF
2430
Ironwood Financial
Arizona
$13K – – –
PP
2431
Pacifica Partners
Canada
$13K – – –
SFP
2432
Sterling Financial Planning
New Jersey
$13K +$106 +2 +0.8%
JWM
2433
Jackson Wealth Management
Florida
$13K +$250 +932 +2%
SQA
2434
Simon Quick Advisors
New Jersey
$12K +$8.75K +180 +269%
CCM
2435
Carderock Capital Management
Maryland
$12K +$12K +225 New
BBHC
2436
Brown Brothers Harriman & Co
New York
$11.5K -$993 -18,919 -8%
CFG
2437
CKW Financial Group
Hawaii
$11K – – –
IWA
2438
IBEX Wealth Advisors
New Jersey
$11K +$11K +212 New
IWP
2439
IAG Wealth Partners
Wisconsin
$10K – – –
GTAM
2440
Global Trust Asset Management
Florida
$10K – – –
ZC
2441
Zeit Capital
Colorado
$10K – – –
AWM
2442
Activest Wealth Management
Florida
$10K – – –
BAM
2443
Baldrige Asset Management
Pennsylvania
$9K -$3.56K -66 -28%
HWM
2444
Holloway Wealth Management
Florida
$8K -$9K – –
TCCM
2445
Timber Creek Capital Management
Massachusetts
$7K – – –
MIM
2446
Meridiem Investment Management
United Kingdom
$7K – – –
CMA
2447
Cedar Mountain Advisors
Oregon
$7K +$7K +130 New
CCM
2448
Cribstone Capital Management
Maine
$6K -$4.44K -88 -43%
SMG
2449
Spectrum Management Group
Indiana
$6K +$6K +116 New
VCM
2450
Versant Capital Management
Arizona
$5K -$34K -619 -87%
96 97
98
99 100