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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 %
LS
726
Leelyn Smith
Illinois
$5M +$2.57M +40,788 +105%
NAM
727
NTV Asset Management
West Virginia
$5M +$440 +7 +0%
LBC
728
Lowe Brockenbrough & Co
Virginia
$4.98M -$67.7K -1,069 -1%
MNBTD
729
Moody National Bank Trust Division
Texas
$4.98M +$1.46M +23,262 +42%
BFG
730
Beacon Financial Group
Texas
$4.98M -$32.2K -516 -0.6%
SC
731
Schulhoff & Co
Ohio
$4.98M -$2.14K -34 -0%
BBI
732
Baxter Bros Inc
Connecticut
$4.97M -$79.8K -1,269 -2%
EF
733
Empirical Finance
Pennsylvania
$4.97M +$266K +4,233 +6%
CWM
734
Cornerstone Wealth Management
Missouri
$4.96M +$122K +1,932 +3%
HKIM
735
Hayek Kallen Investment Management
Alabama
$4.96M -$8.74K -139 -0.2%
1IA
736
1834 Investment Advisors
Wisconsin
$4.95M -$6.65M -105,656 -57%
SWA
737
Stratos Wealth Advisors
Ohio
$4.93M +$77.7K +1,235 +2%
HCM
738
Howland Capital Management
Massachusetts
$4.92M +$1.91M +30,150 +63%
HAG
739
HighPoint Advisor Group
Illinois
$4.92M +$4.92M +77,574 New
PWP
740
Principle Wealth Partners
Connecticut
$4.9M -$196K -3,115 -4%
EH
741
Equitable Holdings
New York
$4.85M +$73.8K +1,173 +2%
WHG
742
Westwood Holdings Group
Texas
$4.84M +$279K +4,442 +6%
PPW
743
Parcion Private Wealth
Washington
$4.83M -$299K -4,848 -6%
WSTAM
744
Wilbanks Smith & Thomas Asset Management
Virginia
$4.82M +$250K +3,979 +5%
CC
745
Cypress Capital
Tennessee
$4.82M -$275K -4,365 -5%
BRM
746
Boston Research & Management
Massachusetts
$4.8M -$11K -175 -0.2%
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$4.8M +$241K +3,838 +5%
CCMINC
748
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.79M +$15.8K +251 +0.3%
FTA
749
Financial & Tax Architects
Missouri
$4.78M +$337K +5,351 +8%
SCP
750
Sandhill Capital Partners
New York
$4.76M +$2.39M +38,032 +101%
28 29
30
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