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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 %
MS
2151
Maven Securities
Jersey
$370K +$370K +6,245 New
WDG
2152
Wealth Dimensions Group
Ohio
$369K +$94.2K +1,589 +34%
LAM
2153
L2 Asset Management
Massachusetts
$368K +$368K +6,220 New
PJSIMP
2154
P.J. Schmidt Investment Management (PJS)
Wisconsin
$367K – – –
NPF
2155
Norris Perne & French
Michigan
$366K +$22.4K +379 +7%
BHTS
2156
Bar Harbor Trust Services
Maine
$364K -$12.3K -207 -3%
IRC
2157
Investors Research Corp
Georgia
$364K – – –
AGA
2158
Arkos Global Advisors
Texas
$363K – – –
OCM
2159
Orleans Capital Management
Louisiana
$361K -$1.01K -17 -0.3%
REMPR
2160
Roof Eidam Maycock Peralta (REMP)
California
$361K – – –
KWM
2161
Kaydan Wealth Management
Michigan
$361K +$361K +6,090 New
CCM
2162
Crew Capital Management
Ohio
$360K -$12.1K -205 -3%
LB
2163
Legacy Bridge
Iowa
$359K – – –
GWS
2164
Glassman Wealth Services
Virginia
$359K +$96.8K +1,634 +37%
PFP
2165
Paragon Financial Partners
California
$358K +$358K +6,038 New
AAM
2166
Augustine Asset Management
Florida
$356K -$771 -13 -0.2%
CC
2167
Cadinha & Co
Hawaii
$355K – – –
JLBC
2168
J.L. Bainbridge & Co
Florida
$355K +$118 +2 +0%
AWM
2169
Avondale Wealth Management
Texas
$355K +$88.8K +1,500 +33%
SAM
2170
Seelaus Asset Management
New Jersey
$355K +$355K +5,995 New
WFAG
2171
Wescott Financial Advisory Group
Pennsylvania
$354K -$21.8K -368 -6%
ITIM
2172
Indiana Trust & Investment Management
Indiana
$353K – – –
EAM
2173
Evanson Asset Management
California
$349K -$85.2K -1,438 -20%
HFA
2174
High Falls Advisors
New York
$349K – – –
SCA
2175
Southern Capital Advisors
Tennessee
$349K +$349K +5,896 New
85 86
87
88 89