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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 %
PL
776
Parthenon LLC
Kentucky
$4.43M -$126K -2,000 -3%
BDWM
777
Brewin Dolphin Wealth Management
Ireland
$4.43M +$10.4K +165 +0.2%
GH
778
GAM Holding
Switzerland
$4.43M +$4.43M +70,350 New
TSA
779
Tri-Star Advisors
Texas
$4.42M +$5.15K +80 +0.1%
UBG
780
United Bank (Georgia)
Georgia
$4.42M +$166K +2,640 +4%
SA
781
Shilanski & Associates
Alaska
$4.41M -$114K -1,807 -3%
BHWM
782
Bar Harbor Wealth Management
New Hampshire
$4.41M +$389K +6,180 +10%
ACM
783
Alight Capital Management
New York
$4.4M -$1.89M -30,000 -30%
NIM
784
Nicollet Investment Management
Minnesota
$4.38M +$22.2K +353 +0.5%
TFS
785
TrustCore Financial Services
Tennessee
$4.38M +$25.6K +407 +0.6%
RAM
786
Roanoke Asset Management
New Jersey
$4.36M +$105K +1,670 +2%
EFS
787
Essex Financial Services
Connecticut
$4.35M -$2.08K -33 -0%
SP
788
Symmetry Partners
Connecticut
$4.34M +$2.29M +36,447 +112%
JWBC
789
J.W. Burns & Co
New York
$4.33M +$81.4K +1,294 +2%
LIM
790
Leavell Investment Management
Alabama
$4.33M -$33.9K -535 -0.8%
VNIM
791
Vaughan Nelson Investment Management
Texas
$4.32M – – –
BCFS
792
Butensky & Cohen Financial Security
Florida
$4.32M -$207K -3,294 -5%
S
793
Surevest
California
$4.31M +$88.7K +1,410 +2%
NPT
794
Nixon Peabody Trust
Massachusetts
$4.31M -$444K -7,051 -9%
FTDI
795
First Trust Direct Indexing
Massachusetts
$4.29M +$116K +1,836 +3%
JPMIA
796
J.P. Marvel Investment Advisors
Massachusetts
$4.27M – – –
SFA
797
Semmax Financial Advisors
North Carolina
$4.26M +$455K +7,154 +12%
AG
798
Ascent Group
Virginia
$4.24M +$148K +2,309 +4%
WIC
799
WealthBridge Investment Counsel
Alberta, Canada
$4.24M -$321K -5,100 -7%
RA
800
RFG Advisory
Alabama
$4.23M +$333K +5,257 +9%
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