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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 %
AIC
1001
Ameritas Investment Company
Nebraska
$2.2M +$1.09M +20,641 +98%
SLA
1002
Silver Lake Advisory
Utah
$2.2M -$15.1K -287 -0.7%
BMO
1003
Beck Mack & Oliver
New York
$2.19M -$93.2K -1,769 -4%
FMB
1004
Field & Main Bank
Kentucky
$2.19M +$15.5K +295 +0.7%
BONST
1005
Bank of Nova Scotia Trust
Ontario, Canada
$2.18M -$810K -15,377 -27%
RIM
1006
Regent Investment Management
Kentucky
$2.17M – – –
ACM
1007
Allred Capital Management
Texas
$2.17M -$56.7K -1,075 -3%
Credit Agricole
1008
Credit Agricole
France
$2.17M +$114K +2,159 +6%
FDCC
1009
Foster Dykema Cabot & Co
Massachusetts
$2.15M -$98K -1,860 -4%
EF
1010
Empirical Finance
Pennsylvania
$2.14M – – –
MCG
1011
MACRO Consulting Group
New Jersey
$2.14M +$28.3K +537 +1%
TCA
1012
Transcend Capital Advisors
New Jersey
$2.14M +$3.69K +70 +0.2%
BWP
1013
BSW Wealth Partners
Colorado
$2.13M -$210K -3,983 -9%
DDC
1014
DF Dent & Co
Maryland
$2.12M +$277K +5,250 +15%
SBSB
1015
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.12M +$258K +4,899 +14%
FMI
1016
F/M Investments
District of Columbia
$2.11M +$2.11M +39,957 New
KC
1017
Kinloch Capital
Virginia
$2.11M +$104K +1,975 +5%
CCA
1018
Checchi Capital Advisers
California
$2.1M -$98K -1,859 -4%
VAS
1019
Vestmark Advisory Solutions
Massachusetts
$2.1M -$553K -10,488 -21%
FMBTD
1020
First Midwest Bank Trust Division
Illinois
$2.09M -$166K -3,140 -7%
VPIM
1021
Vanguard Personalized Indexing Management
California
$2.08M +$787K +14,922 +61%
MA
1022
Mutual Advisors
Nebraska
$2.07M +$11.9K +226 +0.6%
AT
1023
Arden Trust
Delaware
$2.07M +$158K +2,991 +8%
FNFDCM
1024
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.07M -$79.1K -1,500 -4%
PCG
1025
Private Capital Group
Connecticut
$2.05M -$108K -2,032 -5%
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