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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 %
CBT
1976
Central Bank & Trust
Kentucky
$482K -$414 -7 -0.1%
WAAG
1977
Wealth Alliance Advisory Group
Kansas
$481K -$14.4K -243 -3%
MWM
1978
Minot Wealth Management
Massachusetts
$481K +$15.5K +262 +3%
MFT
1979
Moisand Fitzgerald Tamayo
Florida
$480K – – –
ACP
1980
Aveo Capital Partners
Colorado
$480K +$35.2K +594 +8%
AIM
1981
Acropolis Investment Management
Missouri
$480K +$51.8K +874 +12%
SRC
1982
Shufro Rose & Co
New York
$479K – – –
EM
1983
ELCO Management
New York
$479K – – –
TIA
1984
Tiemann Investment Advisors
California
$478K -$8.41K -142 -2%
PSC
1985
Prentiss Smith & Co
Vermont
$476K – – –
OMC
1986
Overbrook Management Corp
New York
$475K – – –
OAM
1987
Occidental Asset Management
California
$475K – – –
VAFP
1988
Vahanian & Associates Financial Planning
New York
$475K +$475K +8,029 New
CHA
1989
Cooper/Haims Advisors
New York
$474K -$20.4K -345 -4%
CWP
1990
Concord Wealth Partners
Virginia
$474K +$121K +2,048 +34%
LWA
1991
Lineweaver Wealth Advisors
Ohio
$472K +$117K +1,984 +33%
SL
1992
Summitry LLC
California
$472K +$472K +7,970 New
RPCONE
1993
Retirement Planning Company of New England
Rhode Island
$470K +$470K +7,945 New
ATFA
1994
All Terrain Financial Advisors
Minnesota
$469K -$22.2K -375 -5%
AO
1995
Advisor OS
Illinois
$469K +$17.7K +300 +4%
AWA
1996
Amplius Wealth Advisors
Pennsylvania
$469K +$469K +7,928 New
JWCA
1997
J.W. Coons Advisors
Ohio
$468K – – –
EIP
1998
Ellis Investment Partners
Pennsylvania
$464K +$51.5K +870 +12%
TAIM
1999
Te Ahumairangi Investment Management
New Zealand
$461K -$167K -2,820 -27%
CA
2000
Cornerstone Advisory
Maryland
$460K +$156K +2,630 +51%
78 79
80
81 82