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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 %
LNWWM
751
Laird Norton Wetherby Wealth Management
California
$4.03M -$227K -4,297 -5%
HKIM
752
Hayek Kallen Investment Management
Alabama
$4.01M +$22.9K +435 +0.6%
WSFS
753
Wilmington Savings Fund Society
Delaware
$3.99M -$263K -4,992 -6%
SAM
754
Stansberry Asset Management
Texas
$3.99M +$58K +1,100 +1%
BAM
755
Barrett Asset Management
New York
$3.98M -$62.9K -1,194 -2%
Point72 Asset Management
756
Point72 Asset Management
Connecticut
$3.97M -$34.2M -649,478 -90%
CBN
757
Cadence Bank NA
Texas
$3.97M +$21.4K +406 +0.5%
NIM
758
Nicollet Investment Management
Minnesota
$3.96M -$40.3K -764 -1%
SLI
759
Sumitomo Life Insurance
Japan
$3.96M -$163K -3,101 -4%
SCM
760
Southport Capital Management
Tennessee
$3.95M +$1.68M +31,933 +74%
LI
761
Lafayette Investments
Maryland
$3.94M +$28.5K +540 +0.7%
OAM
762
Oppenheimer Asset Management
New York
$3.94M -$1.14M -21,642 -22%
EFS
763
Essex Financial Services
Connecticut
$3.91M +$1.56M +29,597 +66%
BMA
764
Brooks Moore & Associates
Tennessee
$3.9M +$809K +15,340 +26%
BDWM
765
Brewin Dolphin Wealth Management
Ireland
$3.88M +$54.6K +1,035 +1%
WIC
766
WealthBridge Investment Counsel
Alberta, Canada
$3.87M -$10.5K -200 -0.3%
CG
767
Colony Group
Massachusetts
$3.86M +$11.8K +223 +0.3%
PMAM
768
Picton Mahoney Asset Management
Ontario, Canada
$3.86M -$14M -266,357 -78%
SA
769
Shilanski & Associates
Alaska
$3.86M +$107K +2,024 +3%
LFAS
770
Level Four Advisory Services
Texas
$3.83M -$201K -3,805 -5%
JWBC
771
J.W. Burns & Co
New York
$3.83M -$14.7K -279 -0.4%
PL
772
Parthenon LLC
Kentucky
$3.82M – – –
MIM
773
MTM Investment Management
South Carolina
$3.81M +$44.5K +844 +1%
VI
774
Vestcor Inc
New Brunswick, Canada
$3.81M -$9.52M -180,550 -71%
GA
775
GFS Advisors
Texas
$3.81M +$14K +265 +0.4%
29 30
31
32 33