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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 %
TCA
1001
Transcend Capital Advisors
New Jersey
$2.76M -$37.7K -599 -1%
Credit Agricole
1002
Credit Agricole
France
$2.76M -$223K -3,543 -7%
CCM
1003
Campbell Capital Management
Florida
$2.74M -$4.01M -63,814 -59%
FPB
1004
First PREMIER Bank
South Dakota
$2.74M -$27.9K -444 -1%
BMCM
1005
Bryn Mawr Capital Management
Pennsylvania
$2.73M -$23.8K -379 -0.9%
SW
1006
Solidarity Wealth
Utah
$2.72M +$1.85M +28,799 +212%
BTW
1007
Boston Trust Walden
Massachusetts
$2.72M +$49.3K +784 +2%
BBA
1008
BLB&B Advisors
Pennsylvania
$2.71M -$48.8K -775 -2%
MCAI
1009
Members Capital Advisors Inc
Wisconsin
$2.71M – – –
PIA
1010
Perennial Investment Advisors
California
$2.7M +$27K +429 +1%
CHJWM
1011
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.7M +$9.53K +151 +0.4%
WP
1012
WMS Partners
Maryland
$2.67M -$91.6K -1,456 -3%
VAS
1013
Vestmark Advisory Solutions
Massachusetts
$2.64M -$165K -2,629 -6%
SJIM
1014
St. Johns Investment Management
Florida
$2.64M -$49.1K -781 -2%
XWM
1015
Xcel Wealth Management
Florida
$2.63M -$214K -3,395 -8%
CP
1016
Cumberland Partners
Ontario, Canada
$2.63M -$2.89M -45,875 -52%
AF
1017
Allworth Financial
California
$2.62M -$40.1K -638 -2%
DPIM
1018
Duff & Phelps Investment Management
Illinois
$2.62M – – –
TA
1019
Tectonic Advisors
Texas
$2.62M +$273K +4,337 +12%
GC
1020
Gratus Capital
Georgia
$2.62M -$3.34M -53,091 -56%
CI
1021
CX Institutional
Indiana
$2.62M +$458K +7,284 +21%
PCA
1022
Providence Capital Advisors
North Carolina
$2.62M +$89.8K +1,418 +4%
AWM
1023
Axxcess Wealth Management
California
$2.61M +$97.7K +1,553 +4%
CCB
1024
Country Club Bank
Missouri
$2.61M +$7.03K +112 +0.3%
NWM
1025
NEIRG Wealth Management
Massachusetts
$2.6M +$1.27M +20,202 +95%
39 40
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