Coca-Cola
2,878 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,185 increasing their positions, 1,045 reducing their positions, and 111 closing their positions.
177% more first-time investments, than exits
New positions opened: 307 | Existing positions closed: 111
36% more call options, than puts
Call options by funds: $2.91B | Put options by funds: $2.14B
15% more capital invested
Capital invested by funds: $170B → $195B (+$25.6B)
13% more repeat investments, than reductions
Existing positions increased: 1,185 | Existing positions reduced: 1,045
5% more funds holding
Funds holding: 2,737 → 2,878 (+141)
3% more funds holding in top 10
Funds holding in top 10: 115 → 119 (+4)
0.28% more ownership
Funds ownership: 70.13% → 70.41% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$647M |
| 2 |
BlackRock
New York
|
+$544M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$298M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$274M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$258M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$407M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$331M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$313M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$276M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$188M |
KO Hedge Fund Activity: Q4 2022 in Review
2,878 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2022, worth a combined $195B — up 15% from $170B a quarter earlier.
Buyers outnumbered sellers: 307 funds opened new KO positions and 111 closed out — a net gain of 196 holders — while 1,185 added to existing stakes and 1,045 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $647M. The largest seller was Fidelity Investments, cutting an estimated $407M.
- 2,878 institutional investors held Coca-Cola (KO) as of Q4 2022, up from 2,737 in Q3 2022.
- Funds reported $195B of Coca-Cola stock for Q4 2022, up 15% quarter-over-quarter.
- 307 funds opened new Coca-Cola positions in Q4 2022 and 111 closed out, a net change of +196 holders.
- The largest Coca-Cola buyer in Q4 2022 was Morgan Stanley, an estimated $647M added.
- The largest Coca-Cola seller in Q4 2022 was Fidelity Investments, an estimated $407M sold.
Based on aggregated 13F filings for Q4 2022.