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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 %
OHIS
976
Oak Harvest Investment Services
Texas
$2.78M +$1.21M +20,427 +77%
HCM
977
Howland Capital Management
Massachusetts
$2.78M +$22.7K +384 +0.8%
BBA
978
BLB&B Advisors
Pennsylvania
$2.78M -$186K -3,135 -6%
ACA
979
Anchor Capital Advisors
Massachusetts
$2.78M -$174K -2,933 -6%
FBT
980
First Bankers Trust
Kentucky
$2.77M -$90.7K -1,531 -3%
EL
981
EMFO LLC
Florida
$2.77M +$148K +2,500 +6%
Fisher Asset Management
982
Fisher Asset Management
Washington
$2.77M +$325K +5,485 +13%
HIM
983
Harbour Investment Management
Washington
$2.77M -$11.8K -200 -0.4%
BFO
984
Boston Family Office
Massachusetts
$2.76M -$651 -11 -0%
AT
985
Arden Trust
Delaware
$2.76M +$210K +3,543 +8%
TTWM
986
TCV Trust & Wealth Management
Virginia
$2.75M +$21.6K +364 +0.8%
ACMA
987
Arbor Capital Management (Alaska)
Alaska
$2.75M +$2.75M +46,497 New
XWM
988
Xcel Wealth Management
Florida
$2.75M +$296 +5 +0%
VAS
989
Vestmark Advisory Solutions
Massachusetts
$2.74M +$341K +5,763 +14%
SCM
990
Shelton Capital Management
Colorado
$2.73M +$65.5K +1,106 +2%
GWMIA
991
Global Wealth Management Investment Advisory
Florida
$2.73M +$81.2K +1,371 +3%
NIM
992
Northeast Investment Management
Massachusetts
$2.72M -$43.6K -736 -2%
WKWM
993
Walter & Keenan Wealth Management
Indiana
$2.71M +$178 +3 +0%
WIS
994
Wright Investors Service
Connecticut
$2.68M +$202K +3,413 +8%
GJIC
995
Gamble Jones Investment Counsel
California
$2.68M – – –
KFP
996
Keystone Financial Planning
Ohio
$2.66M -$191K -3,226 -7%
LFAS
997
Level Four Advisory Services
Texas
$2.66M -$1.76M -29,742 -40%
AWM
998
Aprio Wealth Management
Georgia
$2.65M -$19.3K -326 -0.7%
GA
999
GFS Advisors
Texas
$2.65M -$313K -5,280 -11%
AW
1000
ACG Wealth
Georgia
$2.64M -$32.3K -546 -1%
38 39
40
41 42