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Coca-Cola

2,737 hedge funds and large institutions have $170B invested in Coca-Cola in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,239 increasing their positions, 989 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 1,239 | Existing positions reduced: 989

10% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $1.81B

1% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 124

0.61% more ownership

Funds ownership: 69.52%70.13% (+0.61%)

1% less funds holding

Funds holding: 2,7742,737 (-37)

10% less capital invested

Capital invested by funds: $189B → $170B (-$19.4B)

18% less funds holding in top 10

Funds holding in top 10: 141115 (-26)

Holders
2,737
Holders Change
-37
Holders Change %
-1.33%
% of All Funds
47.14%
Holding in Top 10
115
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.44%
% of All Funds
1.98%
New
125
Increased
1,239
Reduced
989
Closed
124
Calls
$1.99B
Puts
$1.81B
Net Calls
+$175M
Net Calls Change
-$52M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$405M +$11.1M +178,140 +3%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$396M -$3.75M -60,316 -0.8%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$394M -$19.7M -316,475 -4%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$393M +$8.94M +143,852 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$392M -$3.27M -52,618 -0.7%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$390M +$149M +2,401,392 +53%
PI
57
Putnam Investments
Massachusetts
$390M +$25.4M +409,080 +6%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$384M +$53.3M +857,850 +14%
Renaissance Technologies
59
Renaissance Technologies
New York
$383M +$248M +3,998,128 +141%
Prudential Financial
60
Prudential Financial
New Jersey
$345M -$31.1M -499,827 -8%
AH
61
Allen Holding
New York
$336M
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$330M -$3.73M -60,067 -1%
National Pension Service
63
National Pension Service
South Korea
$329M +$13.4M +216,130 +4%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$321M -$28.9M -464,491 -8%
PFO
65
Pathstone Family Office
New Jersey
$318M +$183M +2,940,937 +108%
DekaBank Deutsche Girozentrale
66
DekaBank Deutsche Girozentrale
Germany
$316M +$5.82M +93,648 +2%
1832 Asset Management
67
1832 Asset Management
Ontario, Canada
$297M -$197M -3,169,280 -37%
AQR Capital Management
68
AQR Capital Management
Connecticut
$294M +$78.4M +1,260,648 +32%
Citigroup
69
Citigroup
New York
$282M -$77M -1,238,779 -20%
First Trust Advisors
70
First Trust Advisors
Illinois
$271M -$4.73M -76,062 -2%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$264M +$125M +2,010,954 +74%
RJA
72
Raymond James & Associates
Florida
$249M -$3.51M -56,550 -1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$248M -$6.17M -99,226 -2%
RG
74
Rathbones Group
United Kingdom
$247M +$3.92M +63,008 +1%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$246M +$109K +1,756 +0%

KO Hedge Fund Activity: Q3 2022 in Review

2,737 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2022, worth a combined $170B — down 10% from $189B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new KO positions and 124 closed out — a net gain of 1 holder — while 1,239 added to existing stakes and 989 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $309M. The largest seller was Arrowstreet Capital, cutting an estimated $315M.

  • 2,737 institutional investors held Coca-Cola (KO) as of Q3 2022, down from 2,774 in Q2 2022.
  • Funds reported $170B of Coca-Cola stock for Q3 2022, down 10% quarter-over-quarter.
  • 125 funds opened new Coca-Cola positions in Q3 2022 and 124 closed out, a net change of +1 holder.
  • The largest Coca-Cola buyer in Q3 2022 was Janus Henderson Group, an estimated $309M added.
  • The largest Coca-Cola seller in Q3 2022 was Arrowstreet Capital, an estimated $315M sold.

Based on aggregated 13F filings for Q3 2022.