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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 %
PAG
2551
Pinnacle Advisory Group
Maryland
– -$231K -4,209 Closed
HCA
2552
Horan Capital Advisors
Ohio
– -$227K -4,135 Closed
MS
2553
Maven Securities
Jersey
– -$225K -4,094 Closed
GL
2554
Graypoint LLC
New York
– -$221K -4,036 Closed
RP
2555
Rice Partnership
Hawaii
– -$217K -3,950 Closed
LSC
2556
Lesa Sroufe & Co
Washington
– -$214K -3,897 Closed
LFA
2557
Lighthouse Financial Advisors
Maryland
– -$212K -3,880 Closed
VWM
2558
Valley Wealth Managers
New Jersey
– -$210K -3,838 Closed
CC
2559
Cipher Capital
New York
– -$207K -3,783 Closed
SFG
2560
Sunburst Financial Group
Alabama
– -$207K -3,781 Closed
JAM
2561
Jupiter Asset Management
United Kingdom
– -$206K -3,766 Closed
BCM
2562
Breiter Capital Management
Florida
– -$204K -3,724 Closed
SWP
2563
Strategic Wealth Partners
Ohio
– -$204K -3,719 Closed
TFCP
2564
Twin Focus Capital Partners
Massachusetts
– -$204K -3,716 Closed
PWS
2565
Private Wealth Strategies
Ohio
– -$204K -3,714 Closed
BEAM
2566
Baker Ellis Asset Management
Washington
– -$203K -3,700 Closed
PIA
2567
Powell Investment Advisors
Florida
– -$201K -3,669 Closed
RWA
2568
RGT Wealth Advisors
Texas
– -$201K -3,666 Closed
BSSFA
2569
Baron Silver Stevens Financial Advisors
Florida
– -$196K -3,581 Closed
KCM
2570
Kathmere Capital Management
Pennsylvania
– -$153K -2,791 Closed
WC
2571
Wexford Capital
Florida
– -$148K -2,700 Closed
TIAM2
2572
Tru Independence Asset Management 2
Oregon
– -$132K -2,415 Closed
PS
2573
Planned Solutions
California
– -$129K -2,350 Closed
BWA
2574
Burt Wealth Advisors
Maryland
– -$127K -2,310 Closed
TI
2575
tru Independence
Oregon
– -$126 -2,281 Closed
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