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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 %
CIAS
976
CFS Investment Advisory Services
New Jersey
$2.88M -$178M -2,825,323 -98%
ACA
977
Anchor Capital Advisors
Massachusetts
$2.88M – – –
BFO
978
Boston Family Office
Massachusetts
$2.88M -$43.1K -685 -1%
WKWM
979
Walter & Keenan Wealth Management
Indiana
$2.87M -$15K -239 -0.5%
SS
980
Simplicity Solutions
Minnesota
$2.87M +$491K +7,805 +21%
Tudor Investment Corp
981
Tudor Investment Corp
Connecticut
$2.86M +$2.86M +45,459 New
BFEC
982
Benjamin F. Edwards & Company
Missouri
$2.86M +$340K +5,399 +13%
CAM
983
Cypress Asset Management
Texas
$2.85M -$35.2K -560 -1%
RWA
984
Ropes Wealth Advisors
Massachusetts
$2.84M +$51.3K +816 +2%
PCM
985
Parsons Capital Management
Rhode Island
$2.83M +$77.9K +1,238 +3%
CCMD
986
Cypress Capital Management (Delaware)
Delaware
$2.83M – – –
CCIA
987
Cherry Creek Investment Advisors
Colorado
$2.82M +$17.7K +282 +0.6%
SFP
988
Shepherd Financial Partners
Massachusetts
$2.81M +$100K +1,590 +4%
CIA
989
Citadel Investment Advisory
Ohio
$2.81M -$132K -2,100 -4%
SHFA
990
SS&H Financial Advisors
Michigan
$2.81M +$22.4K +356 +0.8%
MWM
991
Meridian Wealth Management
Kentucky
$2.8M +$854K +13,568 +44%
MLM
992
Mount Lucas Management
Pennsylvania
$2.8M +$2.8M +44,503 New
AUB
993
Atlantic Union Bankshares
Virginia
$2.8M +$1.07K +17 +0%
HIM
994
Harbour Investment Management
Washington
$2.8M -$101K -1,600 -3%
PWM
995
Perigon Wealth Management
California
$2.79M +$77K +1,224 +3%
CAM
996
Centre Asset Management
New York
$2.79M +$2.79M +44,384 New
RIA
997
Realta Investment Advisors
Delaware
$2.78M -$49K -761 -2%
OIA
998
OneDigital Investment Advisors
Kansas
$2.78M -$153K -2,438 -5%
BS
999
Boenning & Scattergood
Pennsylvania
$2.77M +$56.3K +895 +2%
TC
1000
Telemus Capital
Michigan
$2.77M -$10.1K -161 -0.4%
38 39
40
41 42