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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 %
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$6.93M +$916K +17,371 +15%
ANTB
552
AMG National Trust Bank
Colorado
$6.91M +$54.8K +1,040 +0.8%
M
553
MOTCO
Texas
$6.83M -$5.52M -104,642 -45%
CIC
554
Chilton Investment Company
Connecticut
$6.79M -$5.29M -100,300 -44%
CAN
555
Cetera Advisor Networks
California
$6.76M -$32.1K -609 -0.5%
RBA
556
Richard Bernstein Advisors
New York
$6.74M – – –
ACM
557
Azimuth Capital Management
Michigan
$6.72M -$32.8K -622 -0.5%
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.66M -$274K -5,205 -4%
EVM
559
Evelyn V. Moreno
$6.66M +$26.4K +501 +0.4%
MC
560
Moors & Cabot
Massachusetts
$6.62M +$40.2K +763 +0.6%
WAS
561
Wesleyan Assurance Society
United Kingdom
$6.59M – – –
KFP
562
KMG Fiduciary Partners
Ohio
$6.59M +$119K +2,263 +2%
BCM
563
Bayesian Capital Management
New York
$6.58M +$4.96M +94,100 +306%
FMII
564
Farmers & Merchants Investments Inc
Nebraska
$6.57M +$27.7K +526 +0.4%
FG
565
Fiduciary Group
Georgia
$6.56M -$156K -2,896 -2%
PTC
566
Petrus Trust Company
Texas
$6.56M – – –
RGI
567
River Global Investors
United Kingdom
$6.51M -$93.9K -1,781 -1%
VAS
568
Valicenti Advisory Services
New York
$6.45M +$1.22M +23,093 +23%
MLIC
569
Mandatum Life Insurance Company
Finland
$6.44M – – –
FCH
570
Freestone Capital Holdings
Washington
$6.43M +$1.51M +28,665 +31%
CL
571
Choreo LLC
Illinois
$6.4M +$1.18M +22,300 +23%
AWM
572
Atticus Wealth Management
Florida
$6.39M -$138K -2,614 -2%
BOH
573
Bank of Hawaii
Hawaii
$6.39M -$106K -2,006 -2%
OIM
574
Opus Investment Management
Massachusetts
$6.38M – – –
AAM
575
Auxier Asset Management
Oregon
$6.35M -$25.9K -491 -0.4%
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