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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 %
PPWM
2451
PFG Private Wealth Management
Florida
$220K +$19.3K +326 +10%
RFG
2452
Range Financial Group
Oregon
$220K +$220K +3,708 New
EWA
2453
Encompass Wealth Advisors
Oregon
$220K +$220K +3,712 New
BFS
2454
Bickling Financial Services
Massachusetts
$220K +$220K +3,715 New
MSA
2455
McAlister Sweet & Associates
Texas
$220K +$220K +3,722 New
TA
2456
TKG Advisors
Indiana
$219K +$219K +3,700 New
VNA
2457
Valley National Advisers
Pennsylvania
$218K +$30.1K +509 +16%
VWM
2458
Valley Wealth Managers
New Jersey
$218K +$218K +3,681 New
BPFA
2459
Barnes Pettey Financial Advisors
Mississippi
$218K +$218K +3,682 New
IWN
2460
Independent Wealth Network
Iowa
$218K +$218K +3,684 New
NJBEST
2461
New Jersey Better Educational Savings Trust
New Jersey
$217K -$88.2K -1,490 -29%
STA
2462
Summit Trail Advisors
New York
$217K +$217K +3,667 New
PIA
2463
Powell Investment Advisors
Florida
$217K +$217K +3,673 New
SEEDPG
2464
S.E.E.D. Planning Group
New York
$216K +$216K +3,640 New
EIA
2465
Eldridge Investment Advisors
New Hampshire
$216K +$216K +3,641 New
CFA
2466
Compass Financial Advisors
Indiana
$215K +$215K +3,638 New
TA
2467
Trellis Advisors
Washington
$215K +$215K +3,642 New
SHFA
2468
SC&H Financial Advisors
Maryland
$214K +$214K +3,609 New
AWC
2469
Adamsbrown Wealth Consultants
Kansas
$214K +$214K +3,611 New
UWM
2470
USAdvisors Wealth Management
Minnesota
$214K +$214K +3,613 New
CST
2471
Charles Schwab Trust
Nevada
$213K -$73.9K -1,246 -26%
KCFA
2472
Key Client Fiduciary Advisors
New Jersey
$213K +$213K +3,591 New
KLI
2473
Kelman-Lazarov Inc
Tennessee
$213K +$213K +3,600 New
WAM
2474
Walker Asset Management
Missouri
$213K +$213K +3,601 New
WFA
2475
Wellspring Financial Advisors
Ohio
$212K +$212K +3,577 New
97 98
99
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