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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 %
PA
826
Profund Advisors
Maryland
$3.4M -$31.4K -595 -0.9%
CCG
827
Cypress Capital Group
Florida
$3.39M -$3.69K -70 -0.1%
EP
828
Edgestream Partners
New Jersey
$3.38M +$2.36M +44,769 +230%
CFA
829
Carroll Financial Associates
North Carolina
$3.37M +$37.5K +711 +1%
CCM
830
Crossvault Capital Management
Texas
$3.37M +$182K +3,458 +6%
PAS
831
Park Avenue Securities
New York
$3.37M +$339K +6,434 +11%
EH
832
Equitable Holdings
New York
$3.36M +$170K +3,227 +5%
GT
833
Greenleaf Trust
Michigan
$3.35M +$54.6K +1,035 +2%
TFA
834
Toth Financial Advisory
Virginia
$3.34M -$53.1K -1,007 -2%
TSS
835
Thomas Story & Son
Indiana
$3.34M +$11.8K +223 +0.4%
TF
836
TRH Financial
Iowa
$3.34M +$381K +7,233 +13%
JCM
837
Jacobi Capital Management
Pennsylvania
$3.34M +$150K +2,839 +5%
UBV
838
United Bank (Virginia)
Virginia
$3.33M -$196K -3,710 -6%
DE
839
Day & Ennis
Georgia
$3.32M – – –
NSEDCP
840
NJ State Employees Deferred Compensation Plan
New Jersey
$3.32M – – –
TW
841
TrinityPoint Wealth
Connecticut
$3.31M -$186K -3,521 -5%
ARMC
842
American Research & Management Company
Massachusetts
$3.31M -$79.5K -1,508 -2%
CCT
843
Chemung Canal Trust
New York
$3.29M -$311K -5,907 -9%
FWM
844
Frontier Wealth Management
Missouri
$3.28M +$1.22M +23,131 +59%
IA
845
IFG Advisory
Georgia
$3.27M -$609K -11,547 -16%
IA
846
IndexIQ Advisors
New York
$3.26M +$412K +7,816 +14%
S
847
Seeyond
France
$3.26M +$912K +17,301 +39%
EWA
848
EP Wealth Advisors
California
$3.24M -$194K -3,687 -6%
PTC
849
Private Trust Company
Ohio
$3.24M -$152K -2,887 -4%
ODCM
850
Old Dominion Capital Management
Virginia
$3.23M -$10.5K -200 -0.3%
32 33
34
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