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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 %
CNBTD
901
Citizens National Bank Trust Department
Mississippi
$3.26M -$1.56M -26,402 -32%
PP
902
PDS Planning
Ohio
$3.26M -$10.7K -180 -0.3%
GVAG
903
Great Valley Advisor Group
Delaware
$3.25M +$10.9K +189 +0.3%
NERM
904
New England Research & Management
Illinois
$3.24M -$42.9K -725 -1%
EA
905
Ellsworth Advisors
Ohio
$3.24M +$640K +10,802 +25%
SIC
906
Sigma Investment Counselors
Michigan
$3.22M -$237 -4 -0%
FTDI
907
First Trust Direct Indexing
Massachusetts
$3.22M +$10.2K +173 +0.3%
CA
908
Callahan Advisors
Texas
$3.21M -$1.42K -24 -0%
BBNA
909
Bremer Bank National Association
Minnesota
$3.2M +$578K +9,767 +22%
ARMC
910
American Research & Management Company
Massachusetts
$3.2M -$35.8K -604 -1%
PT
911
Plimoth Trust
Massachusetts
$3.2M +$315K +5,318 +11%
BWL
912
Bogart Wealth LLC
Virginia
$3.18M +$394K +6,649 +14%
DDC
913
DF Dent & Co
Maryland
$3.18M +$888K +14,988 +39%
PFS
914
Prospera Financial Services
Texas
$3.16M +$460K +7,765 +17%
GIA
915
Gladstone Institutional Advisory
Florida
$3.15M +$538K +9,093 +21%
PBC
916
Pavion Blue Capital
California
$3.13M -$53.9K -910 -2%
CFM
917
Capricorn Fund Managers
United Kingdom
$3.13M +$3.13M +52,885 New
CTI
918
Community Trust & Investment
Kentucky
$3.13M +$210K +3,554 +7%
PWMAG
919
Pinnacle Wealth Management Advisory Group
New Jersey
$3.12M +$2.5M +42,157 +400%
S
920
Seeyond
France
$3.12M -$355K -6,004 -10%
AAM
921
Aureus Asset Management
Massachusetts
$3.11M +$91.9K +1,552 +3%
CF
922
Centaurus Financial
California
$3.1M +$92.9K +1,569 +3%
CAG
923
Csenge Advisory Group
Florida
$3.1M -$109K -2,016 -3%
MFM
924
MD Financial Management
Ontario, Canada
$3.1M +$228K +3,843 +8%
P
925
Pitcairn
Pennsylvania
$3.1M +$60.2K +1,016 +2%
35 36
37
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