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Coca-Cola
KO

2,481 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,102 increasing their positions, 916 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 1,102 | Existing positions reduced: 916

17% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 94

14% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.36B

0.41% more ownership

Funds ownership: 67.87% → 68.28% (+0.41%)

1% less funds holding

Funds holding: 2,501 → 2,481 (-20)

2% less capital invested

Capital invested by funds: $158B → $154B (-$3.34B)

5% less funds holding in top 10

Funds holding in top 10: 66 → 63 (-3)

Holders
2,481
Holders Change
-20
Holders Change %
-0.8%
% of All Funds
43.43%
Holding in Top 10
63
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.55%
% of All Funds
1.1%
New
110
Increased
1,102
Reduced
916
Closed
94
Calls
$1.55B
Puts
$1.36B
Net Calls
+$186M
Net Calls Change
-$26.9M

Top Buyers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
+$505M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$428M
3
Citadel Advisors
Citadel Advisors
Florida
+$382M
4
Renaissance Technologies
Renaissance Technologies
New York
+$336M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$261M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$511M
2
Franklin Resources
Franklin Resources
California
-$254M
3
N
Nuveen
North Carolina
-$248M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$224M
5
KBC Group
KBC Group
Belgium
-$193M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.05B -$20.8M -372,624 -2%
Aristotle Capital Management
27
Aristotle Capital Management
California
$986M +$6.65M +119,328 +0.6%
State Farm Mutual Automobile Insurance
28
State Farm Mutual Automobile Insurance
Illinois
$956M -$137M -2,464,600 -12%
Goldman Sachs
29
Goldman Sachs
New York
$929M +$162M +2,900,228 +20%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$864M -$224M -4,025,009 -20%
Swiss National Bank
31
Swiss National Bank
Switzerland
$850M -$27.7M -496,800 -3%
Wells Fargo
32
Wells Fargo
California
$844M -$110M -1,970,704 -11%
Amundi
33
Amundi
France
$835M +$106M +1,902,758 +14%
Capital Research Global Investors
34
Capital Research Global Investors
California
$811M -$15.6M -279,774 -2%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$783M -$384K -6,883 -0%
DZ Bank
36
DZ Bank
Germany
$773M -$62.8M -1,125,946 -7%
VAM
37
Vontobel Asset Management
New York
$735M -$2.12M -37,955 -0.3%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$731M -$37.4M -671,450 -5%
Lazard Asset Management
39
Lazard Asset Management
New York
$721M +$10.3M +185,261 +1%
PPA
40
Parametric Portfolio Associates
Washington
$677M +$27.4M +491,789 +4%
Deutsche Bank
41
Deutsche Bank
Germany
$674M +$108M +1,937,095 +18%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$595M -$20.8M -373,340 -3%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$560M +$505M +9,051,317 +596%
CS
44
Credit Suisse
Switzerland
$560M +$8.34M +149,585 +1%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$546M +$55.1M +988,207 +10%
SF
46
Synovus Financial
Georgia
$537M +$1.86M +33,382 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$507M +$15.8M +283,551 +3%
ClearBridge Investments
48
ClearBridge Investments
New York
$501M +$360K +6,460 +0.1%
Principal Financial Group
49
Principal Financial Group
Iowa
$488M +$217K +3,898 +0%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$488M +$59.2M +1,061,553 +13%
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KO Hedge Fund Activity: Q3 2021 in Review

2,481 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2021, worth a combined $154B — down 2.1% from $158B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new KO positions and 94 closed out — a net gain of 16 holders — while 1,102 added to existing stakes and 916 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $505M. The largest seller was JP Morgan Chase, cutting an estimated $511M.

  • 2,481 institutional investors held Coca-Cola (KO) as of Q3 2021, down from 2,501 in Q2 2021.
  • Funds reported $154B of Coca-Cola stock for Q3 2021, down 2.1% quarter-over-quarter.
  • 110 funds opened new Coca-Cola positions in Q3 2021 and 94 closed out, a net change of +16 holders.
  • The largest Coca-Cola buyer in Q3 2021 was Nordea Investment Management, an estimated $505M added.
  • The largest Coca-Cola seller in Q3 2021 was JP Morgan Chase, an estimated $511M sold.

Based on aggregated 13F filings for Q3 2021.