Coca-Cola
2,765 hedge funds and large institutions have $185B invested in Coca-Cola in 2022 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 1,086 increasing their positions, 1,065 reducing their positions, and 116 closing their positions.
55% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 116
34% more call options, than puts
Call options by funds: $1.87B | Put options by funds: $1.4B
18% more funds holding in top 10
Funds holding in top 10: 77 → 91 (+14)
5% more capital invested
Capital invested by funds: $176B → $185B (+$9.11B)
1% more funds holding
Funds holding: 2,732 → 2,765 (+33)
2% more repeat investments, than reductions
Existing positions increased: 1,086 | Existing positions reduced: 1,065
0.05% more ownership
Funds ownership: 69.14% → 69.19% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$945M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$773M |
| 3 |
JP Morgan Chase
New York
|
+$598M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$545M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$474M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$867M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$488M |
| 3 |
Two Sigma Advisers
New York
|
-$395M |
| 4 |
Renaissance Technologies
New York
|
-$290M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$258M |
KO Hedge Fund Activity: Q1 2022 in Review
2,765 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2022, worth a combined $185B — up 5.2% from $176B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new KO positions and 116 closed out — a net gain of 64 holders — while 1,086 added to existing stakes and 1,065 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $945M. The largest seller was Franklin Resources, cutting an estimated $867M.
- 2,765 institutional investors held Coca-Cola (KO) as of Q1 2022, up from 2,732 in Q4 2021.
- Funds reported $185B of Coca-Cola stock for Q1 2022, up 5.2% quarter-over-quarter.
- 180 funds opened new Coca-Cola positions in Q1 2022 and 116 closed out, a net change of +64 holders.
- The largest Coca-Cola buyer in Q1 2022 was Fidelity Investments, an estimated $945M added.
- The largest Coca-Cola seller in Q1 2022 was Franklin Resources, an estimated $867M sold.
Based on aggregated 13F filings for Q1 2022.