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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 %
RMAM
1026
Raab & Moskowitz Asset Management
New Jersey
$2.04M +$257K +4,874 +14%
SSW
1027
Smith Shellnut Wilson
Mississippi
$2.03M -$434K -8,241 -18%
PHK
1028
Point72 Hong Kong
Hong Kong
$2.03M +$2.03M +38,449 New
FAB
1029
First American Bank
Illinois
$2.02M -$15.4K -292 -0.8%
LIM
1030
Longfellow Investment Management
Massachusetts
$2.02M -$294K -5,579 -13%
AMG
1031
Advisors Management Group
Wisconsin
$2.01M -$35.8K -680 -2%
MCAI
1032
Members Capital Advisors Inc
Wisconsin
$2.01M – – –
GC
1033
Gratus Capital
Georgia
$2.01M -$94.9K -1,800 -5%
KCPG
1034
Kavar Capital Partners Group
Kansas
$2.01M -$105K -2,000 -5%
RC
1035
Roundview Capital
New Jersey
$2M -$24.7K -468 -1%
SWM
1036
SeaCrest Wealth Management
New York
$2M -$149K -2,836 -7%
RCM
1037
RB Capital Management
Nevada
$1.99M +$45.5K +863 +2%
IF
1038
Intrua Financial
Texas
$1.99M +$743K +13,865 +60%
RMSCM
1039
R.M. Sincerbeaux Capital Management
New York
$1.99M – – –
LS
1040
Leelyn Smith
Illinois
$1.98M +$124K +2,350 +7%
SP
1041
Symmetry Partners
Connecticut
$1.98M -$223K -4,223 -10%
PWM
1042
Perigon Wealth Management
California
$1.98M +$87.6K +1,662 +5%
WIS
1043
Wright Investors Service
Connecticut
$1.98M -$1.76M -33,412 -47%
RF
1044
Rollins Financial
Georgia
$1.98M +$10.5K +200 +0.5%
SIM
1045
Sentry Investment Management
Wisconsin
$1.97M -$10.9M -206,193 -85%
Fisher Asset Management
1046
Fisher Asset Management
Washington
$1.97M -$388K -7,355 -16%
JCM
1047
Jag Capital Management
Missouri
$1.97M -$5.17K -98 -0.3%
CAL
1048
Capital Analysts LLC
Pennsylvania
$1.97M +$464K +8,815 +31%
QFA
1049
Quattro Financial Advisors
Texas
$1.97M +$1.97M +36,607 New
SCA
1050
Snowden Capital Advisors
New York
$1.97M -$2.88M -54,559 -59%
40 41
42
43 44