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Coca-Cola
KO

Overview Fund Activity

2,720 hedge funds and large institutions have $176B invested in Coca-Cola in 2021 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,119 increasing their positions, 914 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,720
Holders Change
+252
Holders Change %
+10.21%
% of All Funds
42.01%
Holding in Top 10
77
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+22.22%
% of All Funds
1.19%
New
384
Increased
1,119
Reduced
914
Closed
89
Calls
$2.06B
Puts
$1.76B
Net Calls
+$302M
Net Calls Change
+$117M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$745M
2
BlackRock
BlackRock
New York
+$585M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$472M
4
Aberdeen Group
Aberdeen Group
United Kingdom
+$203M
5
Barclays
Barclays
United Kingdom
+$184M

Top Sellers

1
California Public Employees Retirement System
California Public Employees Retirement System
California
-$247M
2
Franklin Resources
Franklin Resources
California
-$211M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$185M
4
Wells Fargo
Wells Fargo
California
-$179M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
2476
Executive Wealth Management
Michigan
$212K +$212K +3,582 New
PWS
2477
Private Wealth Strategies
Ohio
$212K +$212K +3,591 New
GKWIM
2478
Gerber Kawasaki Wealth & Investment Management
California
$211K -$86.1K -1,455 -29%
DWM
2479
Drive Wealth Management
Utah
$210K +$210K +3,544 New
PA
2480
Parkside Advisors
California
$210K +$210K +3,550 New
BAAM
2481
Baker Avenue Asset Management
California
$209K +$209K +3,534 New
PFA
2482
Pure Financial Advisors
California
$209K +$209K +3,535 New
CF
2483
Corrigan Financial
Rhode Island
$209K +$209K +3,526 New
PP
2484
PFS Partners
New Jersey
$209K +$209K +3,526 New
TCM
2485
Tradewinds Capital Management
Washington
$208K – – –
MF
2486
Manchester Financial
California
$208K +$208K +3,514 New
WPC
2487
White Pine Capital
Minnesota
$208K +$208K +3,515 New
GAM
2488
Gemmer Asset Management
California
$207K +$15K +254 +8%
RHP
2489
Royal Harbor Partners
Texas
$207K +$207K +3,491 New
WCM
2490
WealthBridge Capital Management
Ohio
$207K +$207K +3,497 New
SFFS
2491
Stonehage Fleming Financial Services
Jersey
$206K -$126K -2,137 -38%
BL
2492
BFSG LLC
California
$206K -$37.4K -632 -15%
HAS
2493
HBW Advisory Services
California
$206K +$206K +3,487 New
BAM
2494
Byrne Asset Management
New Jersey
$205K +$205K +3,455 New
ST
2495
Sageworth Trust
Pennsylvania
$204K -$9.35K -158 -4%
HCA
2496
Horan Capital Advisors
Ohio
$204K +$204K +3,438 New
APW
2497
Aurora Private Wealth
New Jersey
$204K +$204K +3,439 New
ZAM
2498
Zevin Asset Management
Massachusetts
$204K +$204K +3,440 New
BA
2499
Ballew Advisors
Mississippi
$203K +$203K +3,302 New
EGA
2500
E&G Advisors
Texas
$201K -$35.5K -600 -15%
98 99
100
101 102