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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 %
AUB
976
Atlantic Union Bankshares
Virginia
$2.37M -$36.8K -699 -2%
BS
977
Boenning & Scattergood
Pennsylvania
$2.36M +$148K +2,802 +7%
MGIA
978
Moneta Group Investment Advisors
Missouri
$2.36M +$673K +12,767 +40%
NIM
979
Northeast Investment Management
Massachusetts
$2.35M +$3.43K +65 +0.1%
DIA
980
Dana Investment Advisors
Wisconsin
$2.35M -$1.97M -37,340 -46%
EIM
981
Essex Investment Management
Massachusetts
$2.33M -$126K -2,399 -5%
CHJWM
982
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.31M -$33.6K -627 -1%
HWAM
983
Hennion & Walsh Asset Management
New Jersey
$2.31M +$2.31M +43,836 New
PCIA
984
Prime Capital Investment Advisors
Kansas
$2.27M +$1.87M +38,628 +466%
WC
985
Westhampton Capital
North Carolina
$2.26M +$213K +4,043 +10%
PIA
986
Perennial Investment Advisors
California
$2.26M -$23.7K -450 -1%
TC
987
Telemus Capital
Michigan
$2.26M +$131K +2,477 +6%
SIA
988
Soltis Investment Advisors
Utah
$2.25M +$508K +9,635 +29%
IC
989
Investment Counsel
Michigan
$2.24M -$14.5K -275 -0.6%
FMT
990
First Mercantile Trust
Tennessee
$2.24M -$761K -14,443 -25%
IAMOG
991
Investors Asset Management of Georgia
Georgia
$2.24M +$263K +4,998 +13%
BFA
992
Bragg Financial Advisors
North Carolina
$2.23M +$10.3K +195 +0.5%
GRP
993
Global Retirement Partners
California
$2.23M +$29K +551 +1%
PTC
994
Philadelphia Trust Company
Pennsylvania
$2.22M -$175K -3,320 -7%
GWMIA
995
Global Wealth Management Investment Advisory
Florida
$2.22M +$193K +3,660 +10%
III
996
Independent Investors Inc
New York
$2.22M – – –
SJIM
997
St. Johns Investment Management
Florida
$2.21M +$72.4K +1,374 +3%
EM
998
Excalibur Management
Massachusetts
$2.21M +$83.5K +1,585 +4%
BTWM
999
Baker Tilly Wealth Management
Wisconsin
$2.21M +$972K +18,451 +79%
AAM
1000
Azzad Asset Management
Virginia
$2.2M +$40.9K +775 +2%
38 39
40
41 42