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Coca-Cola
KO

Overview Fund Activity

2,725 hedge funds and large institutions have $169B invested in Coca-Cola in 2022 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,236 increasing their positions, 985 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,725
Holders Change
-37
Holders Change %
-1.34%
% of All Funds
47.12%
Holding in Top 10
115
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-18.44%
% of All Funds
1.99%
New
125
Increased
1,236
Reduced
985
Closed
124
Calls
$1.99B
Puts
$1.81B
Net Calls
+$175M
Net Calls Change
-$52M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$279M
2
Renaissance Technologies
Renaissance Technologies
New York
+$224M
3
Millennium Management
Millennium Management
New York
+$222M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$216M
5
Two Sigma Investments
Two Sigma Investments
New York
+$170M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$283M
2
Marshall Wace
Marshall Wace
United Kingdom
-$266M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$254M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$187M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
1001
Cherry Creek Investment Advisors
Colorado
$2.57M +$57.5K +1,026 +2%
SFP
1002
Shepherd Financial Partners
Massachusetts
$2.57M +$60.4K +1,079 +2%
BFO
1003
Boston Family Office
Massachusetts
$2.56M -$2.97K -53 -0.1%
JWM
1004
Jackson Wealth Management
Florida
$2.54M +$1.46M +26,049 +135%
CAM
1005
Cypress Asset Management
Texas
$2.54M +$1.68K +30 +0.1%
CIA
1006
Citadel Investment Advisory
Ohio
$2.54M +$33.6K +600 +1%
OWP
1007
Obermeyer Wealth Partners
Colorado
$2.54M +$336K +5,991 +15%
SWM
1008
Sugarloaf Wealth Management
Georgia
$2.54M +$242K +4,311 +11%
FBT
1009
First Bankers Trust
Kentucky
$2.54M -$36.6K -653 -1%
PCM
1010
Parsons Capital Management
Rhode Island
$2.53M +$7.56K +135 +0.3%
WIS
1011
Wright Investors Service
Connecticut
$2.52M -$193K -3,439 -7%
TC
1012
Telemus Capital
Michigan
$2.52M +$54.3K +970 +2%
GC
1013
Gratus Capital
Georgia
$2.5M +$174K +3,112 +7%
HIM
1014
Harbour Investment Management
Washington
$2.5M -$6.77K -120 -0.3%
CAM
1015
Centre Asset Management
New York
$2.5M +$14.7K +262 +0.6%
SHFA
1016
SS&H Financial Advisors
Michigan
$2.5M – – –
RWA
1017
Ropes Wealth Advisors
Massachusetts
$2.47M -$56K -1,000 -2%
VAS
1018
Vestmark Advisory Solutions
Massachusetts
$2.46M +$103K +1,845 +4%
MLM
1019
Mount Lucas Management
Pennsylvania
$2.45M -$40.9K -730 -2%
WKWM
1020
Walter & Keenan Wealth Management
Indiana
$2.45M -$108K -1,928 -4%
HIP
1021
HUB Investment Partners
Texas
$2.45M +$182K +3,252 +8%
AUB
1022
Atlantic Union Bankshares
Virginia
$2.44M -$49.7K -887 -2%
PA
1023
Profund Advisors
Maryland
$2.43M -$140K -2,492 -5%
LTI
1024
Laffer Tengler Investments
Tennessee
$2.42M +$250K +4,456 +11%
BMCM
1025
Bryn Mawr Capital Management
Pennsylvania
$2.42M -$11.8K -210 -0.5%
39 40
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