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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 %
SCM
901
Shelton Capital Management
Colorado
$2.83M -$45.8K -868 -2%
BHA
902
Beech Hill Advisors
New York
$2.81M +$443K +8,395 +19%
ICG
903
InterOcean Capital Group
Tennessee
$2.8M +$1.57M +29,726 +127%
SFG
904
Summit Financial Group
West Virginia
$2.79M -$85.1K -1,615 -3%
TI
905
Truehand Inc
New Hampshire
$2.78M – – –
FP
906
Financial Perspectives
Minnesota
$2.75M +$2.7M +142,471 +5,574%
VC
907
Veracity Capital
Georgia
$2.75M -$512K -9,712 -16%
STC
908
Sarah T. Connolly
$2.75M -$3.16K -60 -0.1%
CIAS
909
Capital Investment Advisory Services
North Carolina
$2.75M +$241K +4,568 +10%
TCOV
910
Trust Company of Vermont
Vermont
$2.75M -$175K -3,316 -6%
BHBT
911
Burke & Herbert Bank & Trust
Virginia
$2.74M -$74.6K -1,415 -3%
VF
912
Vest Financial
Virginia
$2.74M +$478K +9,061 +21%
BCM
913
Buckhead Capital Management
Georgia
$2.73M -$5.01K -95 -0.2%
GVAG
914
Great Valley Advisor Group
Delaware
$2.72M +$74K +1,403 +3%
CFSG
915
Community Financial Services Group
Vermont
$2.71M +$112K +2,129 +4%
SBWIC
916
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.7M -$15.8K -300 -0.6%
VCM
917
Violich Capital Management
California
$2.68M -$300K -5,700 -10%
CAM
918
Cozad Asset Management
Illinois
$2.67M +$967K +18,334 +57%
WWM
919
Western Wealth Management
Colorado
$2.67M +$209K +3,974 +9%
PT
920
Plimoth Trust
Massachusetts
$2.67M +$845K +16,038 +46%
TSW
921
Thompson Siegel & Walmsley
Virginia
$2.64M +$723K +13,719 +38%
CCM
922
Chickasaw Capital Management
Tennessee
$2.64M – – –
DHFB
923
Dixon Hubard Feinour & Brown
Virginia
$2.63M +$1.29M +25,187 +96%
IAIM
924
International Assets Investment Management
Florida
$2.62M +$1.3M +24,193 +99%
WKWM
925
Walter & Keenan Wealth Management
Indiana
$2.62M +$107K +2,033 +4%
35 36
37
38 39