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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 %
CP
2701
Castleview Partners
Texas
$4.89K +$4.89K +289,550 New
T2I
2702
Turim 21 Investimentos
Brazil
$4K – – –
CCM
2703
Cribstone Capital Management
Maine
$3K -$5.11K -75 -63%
CAM
2704
ClariVest Asset Management
California
$3K – – –
MIM
2705
Macroview Investment Management
Maryland
$3K – – –
EWM
2706
Elmwood Wealth Management
California
$3K +$3K +46 New
WB
2707
West Bancorporation
Iowa
$3K +$3K +51 New
MWA
2708
Moser Wealth Advisors
Washington
$2K – – –
SWM
2709
Strategic Wealth Management
Washington
$2K – – –
MP
2710
McDonald Partners
Ohio
$1.6K -$1.51M -25,570 -100%
ACM
2711
Absolute Capital Management
Pennsylvania
$1.6K +$1.6K +27 New
TFA
2712
Transamerica Financial Advisors
Florida
$1K – – –
ODG
2713
O'Dell Group
Ohio
$1K – – –
SFG
2714
Steward Financial Group
Texas
$1K +$1K +17 New
SFCL
2715
Strengthening Families & Communities LLC
Massachusetts
$959 +$959 +16,205 New
BIM
2716
Baldwin Investment Management
Pennsylvania
$912 – – –
FGAM
2717
Financial Gravity Asset Management
Texas
$911 +$96 +1,068 +12%
FHC
2718
First Heartland Consultants
Missouri
$399 +$28 +481 +8%
LWM
2719
Liberty Wealth Management
California
$389 -$44 -747 -10%
WC
2720
Wexford Capital
Florida
$344 +$344 +5,810 New
HVM
2721
Harvest Volatility Management
Connecticut
$188 +$188 +3,173 New
FFG
2722
Ford Financial Group
California
$59 +$59 +1,006 New
ACI
2723
AMP Capital Investors
Australia
– -$63.6M -1,212,783 Closed
AIM
2724
Artemis Investment Management
United Kingdom
– -$27.4M -522,722 Closed
GGI
2725
Godsey & Gibb Inc
Virginia
– -$16.8M -319,997 Closed
107 108
109
110 111