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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 %
PIM
1176
Perpetual Investment Management
Australia
$1.52M – – –
SFG
1177
SageGuard Financial Group
Tennessee
$1.51M +$38.1K +721 +3%
FFA
1178
First Foundation Advisors
California
$1.51M +$1K +19 +0.1%
SFA
1179
Sequoia Financial Advisors
Ohio
$1.51M +$88.8K +1,685 +6%
AMIM
1180
Aull & Monroe Investment Management
Alabama
$1.5M +$12.2K +232 +0.8%
CFMC
1181
Curbstone Financial Management Corp
New Hampshire
$1.5M +$63.3K +1,200 +4%
B
1182
Barings
North Carolina
$1.5M +$238K +4,524 +19%
BCM
1183
BTR Capital Management
California
$1.49M -$30.6K -580 -2%
CG
1184
Caprock Group
Idaho
$1.49M -$7.92K -149 -0.5%
BAM
1185
Blueshift Asset Management
New Jersey
$1.49M +$647K +12,277 +77%
MM
1186
Meridian Management
Arkansas
$1.48M – – –
IWS
1187
Insight Wealth Strategies
California
$1.48M +$598K +11,347 +68%
TMAM
1188
Tokio Marine Asset Management
Japan
$1.48M -$615K -11,665 -29%
WHG
1189
Westwood Holdings Group
Texas
$1.48M +$316K +6,002 +27%
FRA
1190
Front Row Advisors
California
$1.48M -$30K -565 -2%
TYCC
1191
Texas Yale Capital Corp
Florida
$1.48M -$264K -5,005 -15%
IIA
1192
ICW Investment Advisors
Arizona
$1.48M +$21.4K +405 +1%
CCA
1193
Cobblestone Capital Advisors
New York
$1.48M +$1.84K +35 +0.1%
AIA
1194
AIMZ Investment Advisors
California
$1.47M -$15.7K -297 -1%
HVP
1195
Hudson Value Partners
Florida
$1.47M +$94.9K +1,800 +7%
Edgewood Management
1196
Edgewood Management
Connecticut
$1.46M – – –
CC
1197
Courier Capital
New York
$1.46M -$173K -3,287 -11%
CFO
1198
CVA Family Office
Colorado
$1.46M +$203K +3,849 +16%
CCM
1199
Compton Capital Management
Rhode Island
$1.45M +$70.1K +1,330 +5%
AIM
1200
Aigen Investment Management
New York
$1.45M +$1.45M +27,570 New
46 47
48
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