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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 %
CPC
1076
Consolidated Planning Corp
Georgia
$1.87M -$29.5K -560 -2%
FTDI
1077
First Trust Direct Indexing
Massachusetts
$1.86M +$98K +1,859 +6%
WIC
1078
Woodmont Investment Counsel
Tennessee
$1.86M -$11.9K -225 -0.6%
PFSC
1079
Peoples Financial Services Corp
Pennsylvania
$1.85M -$168K -3,180 -8%
MSFP
1080
Mark Sheptoff Financial Planning
Connecticut
$1.85M +$58K +1,100 +3%
OWP
1081
Obermeyer Wealth Partners
Colorado
$1.84M +$197K +3,728 +12%
BAS
1082
Brown Advisory Securities
Maryland
$1.84M -$642K -12,180 -26%
VLKIM
1083
Van Lanschot Kempen Investment Management
Netherlands
$1.83M +$145K +2,759 +9%
SIAG
1084
Signet Investment Advisory Group
Rhode Island
$1.83M +$6.85K +130 +0.4%
FNT
1085
First National Trust
Pennsylvania
$1.83M -$36.6K -694 -2%
ACM
1086
AlphaCrest Capital Management
New York
$1.83M +$1.03M +19,576 +130%
FMWA
1087
Forvis Mazars Wealth Advisors
Missouri
$1.82M -$1.09M -20,682 -37%
ICP
1088
Ironvine Capital Partners
Nebraska
$1.82M – – –
TIM
1089
Thompson Investment Management
Wisconsin
$1.82M -$15.8K -300 -0.9%
Fiera Capital (Canada)
1090
Fiera Capital (Canada)
Quebec, Canada
$1.8M -$1.36M -25,805 -43%
PIMJS
1091
PKO Investment Management Joint-Stock
Poland
$1.8M +$525K +9,957 +41%
NAM
1092
NorthCoast Asset Management
Connecticut
$1.79M +$2.95K +56 +0.2%
APG
1093
Abacus Planning Group
South Carolina
$1.79M +$34.8K +661 +2%
BCP
1094
Berkeley Capital Partners
Georgia
$1.79M +$95.7K +1,816 +6%
OIA
1095
OneDigital Investment Advisors
Kansas
$1.79M +$165K +3,123 +10%
JIP
1096
Jaffetilchin Investment Partners
Florida
$1.79M +$173K +3,277 +11%
MCWS
1097
McKinley Carter Wealth Services
West Virginia
$1.79M +$290K +5,505 +19%
GFS
1098
GYL Financial Synergies
Connecticut
$1.78M +$176K +3,341 +11%
JCM
1099
Janney Capital Management
Pennsylvania
$1.78M -$6.54K -124 -0.4%
FIM
1100
Fruth Investment Management
Texas
$1.77M -$32.9K -625 -2%
42 43
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