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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 %
IAG
2301
Investmark Advisory Group
Connecticut
$280K +$280K +4,740 New
MCM
2302
McRae Capital Management
New Jersey
$279K – – –
PAM
2303
Private Asset Management
California
$279K +$47.3K +800 +20%
ME
2304
McIlrath & Eck
Washington
$278K -$23.6K -399 -8%
YIH
2305
Y-Intercept (HK)
Hong Kong
$278K +$278K +4,699 New
FCA
2306
FLC Capital Advisors
California
$277K +$29.7K +500 +12%
WOSD
2307
WFA of San Diego
California
$277K +$58K +981 +26%
WS
2308
Wela Strategies
Georgia
$274K – – –
MLFP
2309
MPS Loria Financial Planners
Illinois
$274K +$19.6K +331 +8%
C
2310
Certuity
Florida
$273K -$105K -1,774 -28%
CVM
2311
Cheviot Value Management
California
$273K – – –
PFA
2312
Pathway Financial Advisors
Vermont
$273K +$273K +4,474 New
WMA
2313
West Michigan Advisors
Michigan
$273K +$273K +4,617 New
RIM
2314
Rockbridge Investment Management
New York
$272K – – –
RCG
2315
Rock Creek Group
District of Columbia
$272K +$6.81K +115 +3%
SPP
2316
Single Point Partners
Massachusetts
$272K +$272K +4,598 New
BAM
2317
Blueshift Asset Management
New Jersey
$270K -$9.15M -154,221 -97%
BSSFA
2318
Baron Silver Stevens Financial Advisors
Florida
$270K +$21.8K +369 +9%
T
2319
TCWP
Ohio
$270K +$270K +4,568 New
CWA
2320
Centennial Wealth Advisory
Michigan
$269K -$8.46K -143 -3%
GA
2321
Geller Advisors
New York
$269K -$355 -6 -0.1%
PPW
2322
Pinnacle Private Wealth
Massachusetts
$269K +$269K +4,535 New
SFS
2323
Security Financial Services
Indiana
$269K +$269K +4,550 New
HCP
2324
Holt Capital Partners
Texas
$268K – – –
NWA
2325
Navis Wealth Advisors
New York
$267K +$28.5K +481 +12%
91 92
93
94 95