Coca-Cola
2,481 hedge funds and large institutions have $154B invested in Coca-Cola in 2021 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 1,102 increasing their positions, 916 reducing their positions, and 94 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 1,102 | Existing positions reduced: 916
17% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 94
14% more call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.36B
0.41% more ownership
Funds ownership: 67.87% → 68.28% (+0.41%)
1% less funds holding
Funds holding: 2,501 → 2,481 (-20)
2% less capital invested
Capital invested by funds: $158B → $154B (-$3.34B)
5% less funds holding in top 10
Funds holding in top 10: 66 → 63 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$505M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$428M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$382M |
| 4 |
Renaissance Technologies
New York
|
+$336M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$261M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$511M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$254M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$248M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$224M |
| 5 |
KBC Group
Brussels,
Belgium
|
-$193M |
KO Hedge Fund Activity: Q3 2021 in Review
2,481 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2021, worth a combined $154B — down 2.1% from $158B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new KO positions and 94 closed out — a net gain of 16 holders — while 1,102 added to existing stakes and 916 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $505M. The largest seller was JP Morgan Chase, cutting an estimated $511M.
- 2,481 institutional investors held Coca-Cola (KO) as of Q3 2021, down from 2,501 in Q2 2021.
- Funds reported $154B of Coca-Cola stock for Q3 2021, down 2.1% quarter-over-quarter.
- 110 funds opened new Coca-Cola positions in Q3 2021 and 94 closed out, a net change of +16 holders.
- The largest Coca-Cola buyer in Q3 2021 was Nordea Investment Management, an estimated $505M added.
- The largest Coca-Cola seller in Q3 2021 was JP Morgan Chase, an estimated $511M sold.
Based on aggregated 13F filings for Q3 2021.