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Coca-Cola
KO

Overview Fund Activity

2,475 hedge funds and large institutions have $153B invested in Coca-Cola in 2021 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 993 increasing their positions, 989 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,475
Holders Change
+11
Holders Change %
+0.45%
% of All Funds
43.58%
Holding in Top 10
77
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.3%
% of All Funds
1.36%
New
157
Increased
993
Reduced
989
Closed
119
Calls
$1.55B
Puts
$1.31B
Net Calls
+$237M
Net Calls Change
+$993M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.42B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$444M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$421M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$278M
5
Invesco
Invesco
Georgia
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$621M
3
Bank of America
Bank of America
North Carolina
-$544M
4
CWG
C WorldWide Group
Denmark
-$389M
5
DZ Bank
DZ Bank
Germany
-$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
2501
South Street Advisors
New York
– -$1.74M -31,630 Closed
QIM
2502
Quest Investment Management
Oregon
– -$1.68M -30,651 Closed
SM
2503
Sciencast Management
New Jersey
– -$1.53M -30,275 Closed
NWM
2504
Nicola Wealth Management
British Columbia, Canada
– -$1.55M -28,235 Closed
AI
2505
Atom Investors
Texas
– -$1.42M -25,825 Closed
RHP
2506
Royal Harbor Partners
Texas
– -$1.31M -23,865 Closed
KCMRT
2507
Kemper Corp Master Retirement Trust
Illinois
– -$1.25M -22,800 Closed
JWM
2508
Jupiter Wealth Management
Colorado
– -$1.1M -20,000 Closed
CIS
2509
Capital International Sarl
California
– -$1.1M -19,986 Closed
SIP
2510
Stoneridge Investment Partners
Pennsylvania
– -$1.09M -19,882 Closed
PRC
2511
Pearl River Capital
Michigan
– -$1.01M -18,496 Closed
PPWP
2512
Proquility Private Wealth Partners
Nevada
– -$932K -17,004 Closed
NAM
2513
Nexpoint Asset Management
Texas
– -$932K -17,000 Closed
PAMP
2514
Polar Asset Management Partners
Ontario, Canada
– -$822K -14,981 Closed
AL
2515
AJO LP
Pennsylvania
– -$813K -14,835 Closed
CII
2516
Capital International Inc
California
– -$730K -13,310 Closed
FC
2517
FORA Capital
Florida
– -$691K -12,606 Closed
LWM
2518
Laidlaw Wealth Management
New York
– -$681K -12,413 Closed
BWP
2519
Bernardo Wealth Planning
Pennsylvania
– -$675K -12,324 Closed
BCM
2520
Brooktree Capital Management
Michigan
– -$610K -11,125 Closed
IDA
2521
Intelligence Driven Advisers
California
– -$594K -10,839 Closed
KA
2522
Kercheville Advisors
Texas
– -$586K -10,825 Closed
CCFM
2523
Clear Creek Financial Management
Washington
– -$566K -10,334 Closed
IIM
2524
Ironwood Investment Management
Massachusetts
– -$559K -10,191 Closed
PNAA
2525
Pictet North America Advisors
Switzerland
– -$548K -10,000 Closed
99 100
101
102 103