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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 %
FAM
1701
Formidable Asset Management
Ohio
$755K +$22.4K +372 +3%
APA
1702
Astoria Portfolio Advisors
New York
$755K +$755K +12,754 New
AL
1703
Aspiriant LLC
California
$753K +$79K +1,329 +12%
ACA
1704
Aptus Capital Advisors
Alabama
$750K – – –
AFG
1705
Allegheny Financial Group
Pennsylvania
$750K +$12.7K +214 +2%
BB
1706
Bell Bank
North Dakota
$749K +$749K +12,656 New
SOW
1707
State of Wyoming
Wyoming
$748K +$121K +2,048 +19%
EBSAM
1708
Eubel Brady & Suttman Asset Management
Ohio
$746K -$2.6K -44 -0.3%
EA
1709
Eudaimonia Advisors
Tennessee
$746K +$746K +12,594 New
PIA
1710
Pinion Investment Advisors
Kansas
$745K +$27.3K +461 +4%
GWM
1711
GDS Wealth Management
Texas
$743K +$743K +12,544 New
JSC
1712
Jackson Square Capital
California
$741K +$151K +2,557 +26%
S
1713
SimplyRich
California
$738K – – –
EA
1714
Emerald Advisors
Washington
$738K +$380K +6,409 +106%
AIM
1715
Alhambra Investment Management
Florida
$736K – – –
BEC
1716
Blue Edge Capital
Virginia
$733K -$112K -1,892 -13%
MCM
1717
Monument Capital Management
Virginia
$733K -$10.8K -182 -1%
SCI
1718
S&CO Inc
Massachusetts
$733K +$237K +4,000 +48%
MSU
1719
Mizuho Securities USA
New York
$732K -$134K -2,261 -15%
CRI
1720
Colonial River Investments
Virginia
$732K +$732K +12,368 New
PH
1721
Pinnacle Holdings
Oklahoma
$731K +$1.66K +28 +0.2%
AIA
1722
Arbor Investment Advisors
North Carolina
$731K – – –
IP
1723
Intellectus Partners
California
$731K +$2.07K +35 +0.3%
ES
1724
Eagle Strategies
New York
$729K +$729K +12,306 New
FAG
1725
Fortitude Advisory Group
Washington
$729K +$729K +12,326 New
67 68
69
70 71