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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 %
AAM
1126
Aureus Asset Management
Massachusetts
$1.68M +$65K +1,233 +4%
CTFG
1127
Capstone Triton Financial Group
Oklahoma
$1.68M +$21.6K +409 +1%
BWAM
1128
Boyd Watterson Asset Management
Ohio
$1.67M -$48.8K -925 -3%
FWCM
1129
Ferguson Wellman Capital Management
Oregon
$1.67M -$213K -4,050 -11%
LPIC
1130
LeJeune Puetz Investment Counsel
Michigan
$1.67M -$18.5K -350 -1%
BE
1131
Bonness Enterprises
District of Columbia
$1.67M – – –
OPPTF
1132
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.67M +$69.8K +1,317 +4%
HIC
1133
Holderness Investments Company
North Carolina
$1.67M +$83.6K +1,587 +5%
SXL
1134
Summit X LLC
Missouri
$1.66M +$951K +18,067 +133%
YWP
1135
YorkBridge Wealth Partners
New York
$1.66M +$154K +2,922 +10%
WA
1136
WBH Advisory
Maryland
$1.66M -$78K -1,480 -4%
SFO
1137
Stokes Family Office
Louisiana
$1.66M -$21.1K -400 -1%
PP
1138
Paloma Partners
Connecticut
$1.66M -$5.43M -103,026 -77%
KLCM
1139
KG&L Capital Management
Louisiana
$1.65M +$891K +16,891 +117%
BFM
1140
Boston Financial Management
Massachusetts
$1.65M -$48.3K -916 -3%
TSWM
1141
Triangle Securities Wealth Management
North Carolina
$1.64M +$209K +3,965 +15%
MYLI
1142
Meiji Yasuda Life Insurance
Japan
$1.63M -$229K -4,350 -12%
LIA
1143
LBMC Investment Advisors
Tennessee
$1.63M +$632 +12 +0%
RM
1144
Resource Management
Louisiana
$1.63M -$3.06K -58 -0.2%
Nomura Holdings
1145
Nomura Holdings
Japan
$1.63M -$4.43M -84,205 -73%
SIMM
1146
Stillwater Investment Management (Minnesota)
Minnesota
$1.62M -$17.9K -339 -1%
FAIM
1147
Financial Advocates Investment Management
Washington
$1.62M -$300K -5,695 -16%
TFS
1148
Thoroughbred Financial Services
Tennessee
$1.62M +$925K +17,561 +133%
FHA
1149
Flagship Harbor Advisors
Massachusetts
$1.61M +$40.3K +765 +3%
AWM
1150
Aevitas Wealth Management
Massachusetts
$1.61M -$76K -1,442 -5%
44 45
46
47 48