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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 %
MAM
2501
McLean Asset Management
Virginia
$201K +$201K +3,323 New
EIM
2502
Ervin Investment Management
Washington
$201K +$201K +3,387 New
TCBWMS
2503
Texas Capital Bank Wealth Management Services
Texas
$201K +$201K +3,396 New
AFS
2504
Axiom Financial Strategies
Indiana
$201K +$201K +3,400 New
CH
2505
Canton Hathaway
Rhode Island
$200K – – –
Manulife (Manufacturers Life Insurance)
2506
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$199K -$38.5K -651,056 -16%
NFSG
2507
Newbridge Financial Services Group
Florida
$196K +$102K +1,728 +109%
PSB
2508
Piscataqua Savings Bank
New Hampshire
$195K -$2.96K -50 -1%
OSNBOA
2509
Old Second National Bank of Aurora
Illinois
$194K -$3.51K -73 -2%
LWA
2510
Lenox Wealth Advisors
New York
$190K +$4.37K +74 +2%
DWP
2511
Destiny Wealth Partners
Florida
$189K -$60.1K -1,014 -24%
SC
2512
Solstein Capital
California
$187K – – –
AWM
2513
Accel Wealth Management
Iowa
$187K +$65.5K +1,106 +54%
TC
2514
Truvestments Capital
Florida
$186K +$828 +14 +0.4%
CTB
2515
Country Trust Bank
Illinois
$186K +$3.14K +53 +2%
APW
2516
Acima Private Wealth
Virginia
$180K – – –
BIA
2517
Bell Investment Advisors
California
$179K -$9.52K -161 -5%
OBWP
2518
O'Brien Wealth Partners
Massachusetts
$179K +$179K +2,895 New
ACM
2519
AUA Capital Management
Pennsylvania
$178K – – –
BAM
2520
Bellevue Asset Management
Washington
$176K +$593 +10 +0.3%
CL
2521
CSS LLC
Illinois
$172K +$29.7K +500 +21%
FP
2522
Financial Perspectives
Minnesota
$165K +$474 +8 +0.3%
SIC
2523
SJS Investment Consulting
Ohio
$157K +$157K +2,656 New
SC
2524
Stephens Consulting
Michigan
$157K +$157K +2,650 New
FCT
2525
First Community Trust
Iowa
$157K +$157K +2,644 New
99 100
101
102 103