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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 %
QI
1276
Qtron Investments
Massachusetts
$1.28M – – –
FNBOMD
1277
First National Bank of Mount Dora
Florida
$1.28M -$32.3K -612 -2%
MJRIC
1278
Mogy Joel R Investment Counsel
California
$1.28M – – –
SIA
1279
Sit Investment Associates
Minnesota
$1.28M -$5.02M -95,260 -80%
IHL
1280
Investment House LLC
California
$1.27M -$59.3K -1,125 -4%
CAM
1281
Claret Asset Management
Quebec, Canada
$1.27M -$2.58K -49 -0.2%
EI
1282
Ethic Inc
New York
$1.27M -$253K -4,799 -17%
RWB
1283
RMR Wealth Builders
New Jersey
$1.26M +$106K +2,012 +9%
FMC
1284
First Merchants Corp
Indiana
$1.26M -$83.6K -1,586 -6%
MSU
1285
Mizuho Securities USA
New York
$1.26M +$499K +9,471 +66%
WWM
1286
Windsor Wealth Management
Indiana
$1.26M +$79.6K +1,510 +7%
RMDI
1287
R.M. Davis Inc
Maine
$1.25M -$33.7K -639 -3%
CPC
1288
Congress Park Capital
New York
$1.25M +$980K +18,590 +361%
FFA
1289
Founders Financial Alliance
North Carolina
$1.25M -$53.1K -987 -4%
AI
1290
AXS Investments
New York
$1.25M +$1.25M +23,677 New
OPS
1291
Orion Portfolio Solutions
Nebraska
$1.25M +$101K +1,921 +9%
AWA
1292
Arete Wealth Advisors
Illinois
$1.25M +$347K +6,589 +39%
SNBOSD
1293
Security National Bank of So Dak
Iowa
$1.25M -$72.7K -1,379 -6%
SCP
1294
Syntal Capital Partners
Texas
$1.25M +$23.5K +442 +2%
CPSAC
1295
Chas P. Smith & Associates (CPS)
Florida
$1.25M +$159K +3,020 +15%
SWA
1296
Sutton Wealth Advisors
Florida
$1.24M +$264 +5 +0%
WCM
1297
Whitener Capital Management
North Carolina
$1.24M +$82K +1,556 +7%
CFFP
1298
Center for Financial Planning
Michigan
$1.23M -$47.2K -896 -4%
SHWM
1299
Smith & Howard Wealth Management
Georgia
$1.23M – – –
KFGK
1300
Keystone Financial Group (Kentucky)
Kentucky
$1.23M +$16.5K +313 +1%
50 51
52
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