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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 %
Koshinski Asset Management
1101
Koshinski Asset Management
Illinois
$1.77M +$61K +1,157 +4%
MSA
1102
Marino Stram & Associates
Massachusetts
$1.76M +$138K +2,613 +8%
FL
1103
Fort LP
Maryland
$1.76M +$99.7K +1,891 +6%
PP
1104
Pacifica Partners
Canada
$1.76M -$35.9K -683 -2%
CIA
1105
Cohen Investment Advisors
New Hampshire
$1.75M +$131K +2,464 +8%
BWL
1106
Bogart Wealth LLC
Virginia
$1.75M +$657K +12,454 +60%
DL
1107
DOHJ LLC
Washington
$1.74M +$1.74M +33,044 New
VCA
1108
Verdence Capital Advisors
Maryland
$1.74M -$30.8K -584 -2%
FPFS
1109
First Personal Financial Services
North Carolina
$1.74M – – –
FCMT
1110
Founders Capital Management (Texas)
Texas
$1.73M -$111K -2,100 -6%
ESBC
1111
E.S. Barr & Co
Kentucky
$1.73M – – –
BCM
1112
Boltwood Capital Management
California
$1.73M +$6.59K +125 +0.4%
KFC
1113
Klingenstein Fields & Co
New York
$1.72M +$633 +12 +0%
AF
1114
Arrow Financial
New York
$1.72M +$28.4K +538 +2%
PP
1115
Pegasus Partners
Wisconsin
$1.72M -$188K -3,569 -10%
AFM
1116
Andesa Financial Management
Pennsylvania
$1.72M +$371K +7,035 +27%
AWA
1117
Arkadios Wealth Advisors
Georgia
$1.72M +$417K +7,910 +32%
SFG
1118
SNS Financial Group
Minnesota
$1.71M +$55.8K +1,058 +3%
PIM
1119
Penobscot Investment Management
Massachusetts
$1.71M +$5.27K +100 +0.3%
MFA
1120
Mayflower Financial Advisors
Massachusetts
$1.71M +$10.8K +204 +0.6%
SIC
1121
Shoker Investment Counsel
Ohio
$1.7M +$17.7K +336 +1%
IWP
1122
Icon Wealth Partners
Texas
$1.7M +$98.8K +1,874 +6%
MCM
1123
Manchester Capital Management
Vermont
$1.7M -$161K -3,046 -9%
PCA
1124
Providence Capital Advisors
North Carolina
$1.69M +$133K +2,521 +9%
RGC
1125
Roberts, Glore & Co
Illinois
$1.68M -$28.2K -535 -2%
43 44
45
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