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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 %
VCM
1801
Vivaldi Capital Management
Illinois
$642K +$2.67K +45 +0.4%
CCFM
1802
Clear Creek Financial Management
Washington
$642K +$14.4K +243 +2%
KP
1803
Keel Point
Alabama
$641K -$12.7K -215 -2%
PL
1804
Plancorp LLC
Missouri
$640K +$13.6K +230 +2%
HWIS
1805
Hancock Whitney Investment Services
Louisiana
$640K +$640K +10,694 New
IFS
1806
Ifrah Financial Services
Arkansas
$634K +$3.85K +65 +0.6%
VCM
1807
Virtue Capital Management
Tennessee
$633K -$50.1K -846 -7%
WA1
1808
Wimmer Associates 1
California
$633K -$7.87K -133 -1%
BT
1809
Brandywine Trust
Delaware
$632K – – –
CFA
1810
CWS Financial Advisors
Michigan
$632K +$632K +10,670 New
FTUS
1811
Flow Traders U.S.
New York
$632K +$632K +10,678 New
GC
1812
Gilbert & Cook
Iowa
$631K +$2.55K +43 +0.4%
CA
1813
Claro Advisors
Massachusetts
$631K +$7.22K +122 +1%
CCM
1814
Condor Capital Management
New Jersey
$630K -$4.13M -69,631 -87%
CANC
1815
Culbertson A N & Co
Virginia
$630K +$364K +6,146 +136%
MFW
1816
Mosaic Family Wealth
Missouri
$626K +$50.4K +851 +9%
FWM
1817
Finer Wealth Management
Massachusetts
$626K +$626K +10,569 New
SIG
1818
Spinnaker Investment Group
California
$625K +$625K +10,233 New
HPWM
1819
Highland Private Wealth Management
Washington
$624K +$46.2K +781 +8%
MIM
1820
Meixler Investment Management
Arizona
$623K +$623K +10,519 New
CWP
1821
Capital Wealth Planning
Florida
$622K -$114K -1,919 -15%
FCM
1822
Fourpath Capital Management
Oklahoma
$621K +$621K +10,495 New
MFG
1823
Merit Financial Group
Georgia
$620K +$1.54K +26 +0.2%
ABLA
1824
Alan B. Lancz & Associates
Ohio
$619K +$619K +10,456 New
HFM
1825
Hartford Financial Management
Connecticut
$616K -$3.31K -56 -0.5%
71 72
73
74 75