Coca-Cola
2,731 hedge funds and large institutions have $178B invested in Coca-Cola in 2021 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,121 increasing their positions, 922 reducing their positions, and 90 closing their positions.
326% more first-time investments, than exits
New positions opened: 383 | Existing positions closed: 90
22% more funds holding in top 10
Funds holding in top 10: 64 → 78 (+14)
22% more repeat investments, than reductions
Existing positions increased: 1,121 | Existing positions reduced: 922
19% more call options, than puts
Call options by funds: $2.14B | Put options by funds: $1.81B
15% more capital invested
Capital invested by funds: $155B → $178B (+$23B)
10% more funds holding
Funds holding: 2,483 → 2,731 (+248)
1.25% more ownership
Funds ownership: 68.33% → 69.58% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$1.06B |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$707M |
| 3 |
BlackRock
New York
|
+$550M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$444M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$191M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$233M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$199M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$175M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$169M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$167M |
KO Hedge Fund Activity: Q4 2021 in Review
2,731 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2021, worth a combined $178B — up 15% from $155B a quarter earlier.
Buyers outnumbered sellers: 383 funds opened new KO positions and 90 closed out — a net gain of 293 holders — while 1,121 added to existing stakes and 922 trimmed.
The largest buyer was DZ Bank, adding an estimated $1.06B. The largest seller was California Public Employees Retirement System, cutting an estimated $233M.
- 2,731 institutional investors held Coca-Cola (KO) as of Q4 2021, up from 2,483 in Q3 2021.
- Funds reported $178B of Coca-Cola stock for Q4 2021, up 15% quarter-over-quarter.
- 383 funds opened new Coca-Cola positions in Q4 2021 and 90 closed out, a net change of +293 holders.
- The largest Coca-Cola buyer in Q4 2021 was DZ Bank, an estimated $1.06B added.
- The largest Coca-Cola seller in Q4 2021 was California Public Employees Retirement System, an estimated $233M sold.
Based on aggregated 13F filings for Q4 2021.