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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 %
FMAEN1
1051
Fund Management at Engine No 1
California
$2.48M +$408K +6,487 +20%
Jane Street
1052
Jane Street
New York
$2.48M -$40.7M -647,673 -94%
OWP
1053
Obermeyer Wealth Partners
Colorado
$2.47M +$298K +4,734 +14%
RC
1054
Roundview Capital
New Jersey
$2.47M -$26.7K -424 -1%
CGL
1055
Clarius Group LLC
Washington
$2.45M +$333K +5,285 +16%
FBFS
1056
First Business Financial Services
Wisconsin
$2.45M +$126K +2,000 +5%
FWTB
1057
First Western Trust Bank
Colorado
$2.45M -$259K -4,128 -10%
LTI
1058
Laffer Tengler Investments
Tennessee
$2.44M -$1.12M -17,822 -31%
NB
1059
Nicolet Bankshares
Wisconsin
$2.44M -$40.7K -647 -2%
CIAS
1060
Capital Investment Advisory Services
North Carolina
$2.43M +$76.2K +1,212 +3%
BFM
1061
Boston Financial Management
Massachusetts
$2.43M +$311K +4,947 +15%
VCA
1062
Verdence Capital Advisors
Maryland
$2.42M +$30.6K +486 +1%
BFA
1063
Bragg Financial Advisors
North Carolina
$2.42M -$128K -2,031 -5%
ESBC
1064
E.S. Barr & Co
Kentucky
$2.42M -$6.29K -100 -0.3%
IAMOG
1065
Investors Asset Management of Georgia
Georgia
$2.42M +$503 +8 +0%
CAAS
1066
Capital Asset Advisory Services
Michigan
$2.42M +$429K +6,777 +22%
MYIA
1067
Mount Yale Investment Advisors
Colorado
$2.42M -$22.7K -361 -0.9%
ACM
1068
Allred Capital Management
Texas
$2.42M -$66.3K -1,055 -3%
CAL
1069
Capital Analysts LLC
Pennsylvania
$2.4M +$97.1K +1,544 +4%
III
1070
Independent Investors Inc
New York
$2.4M – – –
KFP
1071
Keystone Financial Planning
Ohio
$2.39M -$280K -4,448 -10%
JCM
1072
Janney Capital Management
Pennsylvania
$2.39M +$79.5K +1,264 +3%
Fisher Asset Management
1073
Fisher Asset Management
Washington
$2.39M +$25.1K +399 +1%
AMG
1074
Advisors Management Group
Wisconsin
$2.39M -$17.9K -284 -0.7%
VHAM
1075
Van Hulzen Asset Management
California
$2.37M +$1.08M +17,097 +83%
41 42
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