Coca-Cola
2,486 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, 996 increasing their positions, 995 reducing their positions, and 120 closing their positions.
31% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 120
18% more call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.31B
0% more funds holding
Funds holding: 2,476 → 2,486 (+10)
0% more repeat investments, than reductions
Existing positions increased: 996 | Existing positions reduced: 995
0.25% less ownership
Funds ownership: 67.78% → 67.53% (-0.25%)
4% less capital invested
Capital invested by funds: $160B → $153B (-$7.2B)
16% less funds holding in top 10
Funds holding in top 10: 92 → 77 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.36B |
| 2 |
D.E. Shaw & Co
New York
|
+$424M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$402M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$266M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$239M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.09B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$593M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$520M |
| 4 |
CWG
C WorldWide Group
Copenhagen,
Denmark
|
-$371M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$368M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
2601
IFS Advisors
Overland Park,
Kansas
| – | -$5K | -100 | Closed |
|
|
CA
2602
Crewe Advisors
Salt Lake City,
Utah
| – | -$4K | -78 | Closed |
|
|
T2I
2603
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| – | -$4K | -72 | Closed |
|
|
TJHA
2604
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$4K | -68 | Closed |
|
|
IA
2605
Inspire Advisors
Meridian,
Idaho
| – | -$4K | -66 | Closed |
|
|
GSAM
2606
Grant Street Asset Management
Canonsburg,
Pennsylvania
| – | -$2K | -43 | Closed |
|
|
FFG
2607
Fortem Financial Group
Palm Desert,
California
| – | -$2K | -40 | Closed |
|
2608
Simplex Trading
Chicago,
Illinois
| – | +$1.49M | +29,696 | +98% |
|
KO Hedge Fund Activity: Q1 2021 in Review
2,486 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2021, worth a combined $153B — down 4.5% from $160B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new KO positions and 120 closed out — a net gain of 37 holders — while 996 added to existing stakes and 995 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.36B. The largest seller was Wellington Management Group, cutting an estimated $1.09B.
- 2,486 institutional investors held Coca-Cola (KO) as of Q1 2021, up from 2,476 in Q4 2020.
- Funds reported $153B of Coca-Cola stock for Q1 2021, down 4.5% quarter-over-quarter.
- 157 funds opened new Coca-Cola positions in Q1 2021 and 120 closed out, a net change of +37 holders.
- The largest Coca-Cola buyer in Q1 2021 was Vanguard Group, an estimated $1.36B added.
- The largest Coca-Cola seller in Q1 2021 was Wellington Management Group, an estimated $1.09B sold.
Based on aggregated 13F filings for Q1 2021.