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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 %
ACA
2526
Atlas Capital Advisors
Wyoming
$156K – – –
NR
2527
Newfound Research
Massachusetts
$155K +$31K +524 +25%
TAM
2528
Tucker Asset Management
Colorado
$153K +$17K +290 +13%
TFP
2529
Tilia Fiduciary Partners
North Carolina
$153K +$153K +2,591 New
CSWM
2530
Cassady Schiller Wealth Management
Ohio
$151K +$151K +2,557 New
BCM
2531
Bourgeon Capital Management
Connecticut
$147K – – –
EWM
2532
Endurance Wealth Management
Rhode Island
$145K -$11.8K -200 -8%
CC
2533
Corsicana & Co
Texas
$144K – – –
MGIM
2534
M&G Investment Management
United Kingdom
$143K -$97.5K -1,652,080 -41%
PA
2535
PSI Advisors
Florida
$141K -$35.6K -601 -20%
VRM
2536
Vectors Research Management
New York
$141K +$93K +1,565 +194%
SC
2537
Seldon Capital
California
$141K +$141K +2,389 New
TCWM
2538
Total Clarity Wealth Management
Illinois
$140K +$2.07K +35 +1%
NL
2539
NVWM LLC
Pennsylvania
$137K -$7.24K -122 -5%
BWP
2540
Baldwin Wealth Partners
Massachusetts
$137K – – –
DHGWA
2541
Dixon Hughes Goodman Wealth Advisors
North Carolina
$137K +$137K +2,317 New
PCTC
2542
Perkins Coie Trust Company
Washington
$136K – – –
IFAM
2543
Institutional & Family Asset Management
Colorado
$136K +$830 +14 +0.6%
C
2544
Covestor
United Kingdom
$132K +$132K +2,223 New
OIA
2545
Optimum Investment Advisors
Illinois
$130K -$36.9K -625 -22%
LD
2546
Lipe & Dalton
New York
$130K – – –
RK
2547
Rather & Kittrell
Tennessee
$130K +$130K +2,209 New
HH
2548
HWG Holdings
Texas
$129K +$129K +2,179 New
QC
2549
Quent Capital
New York
$128K +$128K +2,159 New
ACM
2550
Antonetti Capital Management
Florida
$127K -$2.95K -50 -2%
100 101
102
103 104