Coca-Cola
2,503 hedge funds and large institutions have $158B invested in Coca-Cola in 2021 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 1,026 increasing their positions, 998 reducing their positions, and 94 closing their positions.
49% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 94
17% more call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.32B
3% more capital invested
Capital invested by funds: $153B → $158B (+$4.94B)
3% more repeat investments, than reductions
Existing positions increased: 1,026 | Existing positions reduced: 998
1% more funds holding
Funds holding: 2,487 → 2,503 (+16)
0.34% more ownership
Funds ownership: 67.52% → 67.86% (+0.34%)
16% less funds holding in top 10
Funds holding in top 10: 77 → 65 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$361M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$283M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$277M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$269M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$214M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$825M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$312M |
| 3 |
D.E. Shaw & Co
New York
|
-$257M |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
-$254M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$214M |
KO Hedge Fund Activity: Q2 2021 in Review
2,503 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2021, worth a combined $158B — up 3.2% from $153B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new KO positions and 94 closed out — a net gain of 46 holders — while 1,026 added to existing stakes and 998 trimmed.
The largest buyer was DZ Bank, adding an estimated $361M. The largest seller was BlackRock, cutting an estimated $825M.
- 2,503 institutional investors held Coca-Cola (KO) as of Q2 2021, up from 2,487 in Q1 2021.
- Funds reported $158B of Coca-Cola stock for Q2 2021, up 3.2% quarter-over-quarter.
- 140 funds opened new Coca-Cola positions in Q2 2021 and 94 closed out, a net change of +46 holders.
- The largest Coca-Cola buyer in Q2 2021 was DZ Bank, an estimated $361M added.
- The largest Coca-Cola seller in Q2 2021 was BlackRock, an estimated $825M sold.
Based on aggregated 13F filings for Q2 2021.