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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 %
HWA
1851
HCR Wealth Advisors
California
$586K – – –
GL
1852
Graypoint LLC
New York
$586K +$178K +3,178 +44%
SA
1853
Shilanski & Associates
Alaska
$581K -$3.34M -59,497 -85%
HFM
1854
Hartford Financial Management
Connecticut
$581K -$2.69K -48 -0.5%
NPF
1855
Norris Perne & French
Michigan
$581K +$224 +4 +0%
PCMC
1856
Private Capital Management (Colorado)
Colorado
$581K +$2.07K +37 +0.4%
CAWM
1857
Capital Advisors Wealth Management
Washington
$581K +$131K +2,334 +29%
WIM
1858
WealthPlan Investment Management
Nebraska
$581K +$581K +9,142 New
W
1859
Wealthsimple
Ontario, Canada
$580K – – –
CCIA
1860
Campbell & Co Investment Adviser
Maryland
$580K +$287K +5,130 +98%
BWA
1861
Bordeaux Wealth Advisors
California
$578K +$51.3K +915 +10%
WIC
1862
Willis Investment Counsel
Georgia
$575K +$14.8K +265 +3%
GSB
1863
Greenfield Savings Bank
Massachusetts
$574K -$561 -10 -0.1%
BWFA
1864
Baltimore-Washington Financial Advisors
Maryland
$574K +$42.8K +521 +8%
CCM
1865
Crabel Capital Management
California
$574K +$574K +10,240 New
HAC
1866
Harbor Advisory Corp
New Hampshire
$573K -$74K -1,320 -11%
KMWM
1867
Keudell/Morrison Wealth Management
Oregon
$573K -$38.6K -690 -6%
AWM
1868
Angeles Wealth Management
California
$572K -$12.2K -218 -2%
OFG
1869
OmniStar Financial Group
North Carolina
$571K -$32.3K -577 -5%
WIC
1870
Wilkins Investment Counsel
Massachusetts
$571K -$2.8K -50 -0.5%
AF
1871
Apexium Financial
Texas
$571K +$191K +3,410 +50%
HCP
1872
Hexagon Capital Partners
Arkansas
$568K +$151K +2,695 +36%
SFP
1873
Sweet Financial Partners
Minnesota
$568K +$568K +10,143 New
CAM
1874
Cubic Asset Management
Massachusetts
$567K -$5.61K -100 -1%
Members Trust
1875
Members Trust
Florida
$566K -$51.4K -918 -8%
73 74
75
76 77