KO icon

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 %
SMF
2376
Sterling Manor Financial
New York
$246K +$246K +4,155 New
CIS
2377
Connors Investor Services
Pennsylvania
$245K – – –
JWM
2378
Janiczek Wealth Management
Colorado
$245K +$4.45K +75 +2%
KWA
2379
Kellett Wealth Advisors
Ohio
$245K +$245K +4,129 New
AT
2380
American Trust
Kentucky
$245K +$245K +4,136 New
SWM
2381
Shakespeare Wealth Management
Wisconsin
$244K -$16.3K -275 -6%
MJP
2382
Michael J. Puzo
$244K – – –
WCG
2383
Weaver Consulting Group
California
$244K – – –
FFA
2384
Fragasso Financial Advisors
Pennsylvania
$244K +$2.19K +37 +0.9%
MFP
2385
Meridian Financial Partners
Virginia
$244K +$3.65K +60 +2%
IF
2386
IRON Financial
Illinois
$244K +$5.03K +85 +2%
LRWA
2387
Long Run Wealth Advisors
New York
$244K +$244K +4,110 New
BAM
2388
Bosun Asset Management
Illinois
$244K +$244K +4,122 New
RWA
2389
Redmont Wealth Advisors
Illinois
$244K +$244K +4,122 New
KCM
2390
KRS Capital Management
Michigan
$244K +$244K +4,126 New
OL
2391
Optas LLC
Texas
$243K +$3.74K +63 +2%
CW
2392
Cook Wealth
North Carolina
$243K +$243K +3,980 New
DIS
2393
Diversified Investment Strategies
Louisiana
$242K -$2.07K -35 -0.8%
PWM
2394
PBMares Wealth Management
Virginia
$241K -$49.7K -838 -17%
NCM
2395
Northwest Capital Management
Oregon
$241K – – –
WW
2396
Waterfront Wealth
Kansas
$241K +$241K +4,074 New
MAM
2397
Marotta Asset Management
Virginia
$241K +$829 +14 +0.3%
BDF
2398
Balasa Dinverno & Foltz
$240K -$7.39K -125 -3%
AIP
2399
Ahrens Investment Partners
Louisiana
$240K – – –
HFM
2400
Harvest Fund Management
China
$240K +$88.6K +1,512 +59%
94 95
96
97 98