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Coca-Cola
KO

Overview Fund Activity

2,762 hedge funds and large institutions have $189B invested in Coca-Cola in 2022 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 1,185 increasing their positions, 1,065 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,762
Holders Change
+9
Holders Change %
+0.33%
% of All Funds
46.7%
Holding in Top 10
141
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+54.95%
% of All Funds
2.38%
New
149
Increased
1,185
Reduced
1,065
Closed
100
Calls
$2.12B
Puts
$1.89B
Net Calls
+$227M
Net Calls Change
-$244M

Top Buyers

1
BlackRock
BlackRock
New York
+$1.3B
2
Morgan Stanley
Morgan Stanley
New York
+$1.19B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.04B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$514M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$508M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$868M
2
GQG Partners
GQG Partners
Florida
-$802M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$743M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$258M
5
Barclays
Barclays
United Kingdom
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWM
2551
Paragon Private Wealth Management
Kentucky
$212K – – –
HKIMG
2552
Hutchens & Kramer Investment Management Group
Indiana
$211K – – –
RCA
2553
Resonant Capital Advisors
Wisconsin
$211K +$7.87K +124 +4%
SC
2554
Schubert & Co
Texas
$211K +$17.2K +274 +9%
IWA
2555
Inspirion Wealth Advisors
Illinois
$211K +$211K +3,349 New
FA
2556
Fermata Advisors
California
$211K +$211K +3,355 New
PW
2557
Peninsula Wealth
California
$211K +$211K +3,360 New
LFA
2558
Landmark Financial Advisors
Kentucky
$210K – – –
HGERS
2559
Householder Group Estate & Retirement Specialist
Arizona
$210K +$126 +2 +0.1%
TCM
2560
Traynor Capital Management
Pennsylvania
$210K +$210K +3,342 New
NFG
2561
Northeast Financial Group
Pennsylvania
$210K -$61.6K -979 -23%
AWS
2562
AJ Wealth Strategies
New York
$209K +$209K +3,318 New
BAM
2563
Bruderman Asset Management
New York
$208K +$208K +3,303 New
WCFA
2564
Walkner Condon Financial Advisors
Wisconsin
$208K +$208K +3,303 New
SPIA
2565
Strategic Point Investment Advisors
Rhode Island
$208K +$208K +3,310 New
CSA
2566
Cottage Street Advisors
Massachusetts
$206K +$2.45K +39 +1%
Verition Fund Management
2567
Verition Fund Management
Connecticut
$206K +$206K +3,277 New
GIM
2568
Goelzer Investment Management
Indiana
$206K +$206K +3,279 New
EA
2569
Echo45 Advisors
California
$205K -$82.6K -1,313 -29%
AS
2570
Altshuler Shaham
Israel
$205K -$28.4K -449 -12%
OCM
2571
One Capital Management
California
$205K +$205K +3,267 New
B
2572
Bensler
Washington
$205K +$205K +3,251 New
WOSD
2573
WFA of San Diego
California
$204K -$25.4K -403 -11%
AWM
2574
Act Wealth Management
Texas
$203K -$6.91K -110 -3%
SFG
2575
Sunburst Financial Group
Alabama
$203K -$942 -15 -0.5%
101 102
103
104 105