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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 %
PMA
1901
Prudent Man Advisors
Illinois
$545K +$25.9K +463 +5%
OCM
1902
Orser Capital Management
Texas
$544K – – –
CSI
1903
Cross Staff Investments
New York
$544K – – –
MCCP
1904
Mission Creek Capital Partners
California
$544K +$168 +3 +0%
AT
1905
Arvest Trust
Oklahoma
$544K +$9.13K +163 +2%
RBFC
1906
Roman Butler Fullerton & Co
Missouri
$542K +$980 +18 +0.2%
FPWM
1907
FSB Premier Wealth Management
Iowa
$541K -$7.56K -135 -1%
KPWG
1908
KFA Private Wealth Group
Virginia
$540K +$4.71K +84 +0.9%
FRM
1909
Fox Run Management
Connecticut
$540K +$540K +9,637 New
JWM
1910
Jeppson Wealth Management
California
$538K -$1.34K -24 -0.2%
DMKJ
1911
David M. Knott Jr
$538K – – –
VCAM
1912
Van Cleef Asset Management
Ohio
$536K – – –
ZF
1913
Zhang Financial
Michigan
$536K +$22.1K +394 +4%
ACA
1914
Affinity Capital Advisors
California
$536K +$103K +1,838 +24%
GAAM
1915
Guinness Atkinson Asset Management
California
$536K +$536K +9,567 New
SWM
1916
Selective Wealth Management
Virginia
$535K -$250K -4,454 -32%
BA
1917
Ballast Advisors
Minnesota
$535K -$728 -13 -0.1%
RSWM
1918
Robertson Stephens Wealth Management
California
$534K -$78.4K -1,389 -13%
RIA
1919
Richwood Investment Advisors
Ohio
$534K -$8.4K -150 -2%
SN
1920
Sittner & Nelson
Oregon
$533K -$78.4K -1,400 -13%
IFS
1921
Ifrah Financial Services
Arkansas
$531K -$3.14K -56 -0.6%
LSA
1922
Lion Street Advisors
Texas
$529K -$90.1K -1,604 -15%
CCB
1923
Cutter & Co Brokerage
Missouri
$529K – – –
FZCM
1924
Flynn Zito Capital Management
New York
$528K -$6.61K -118 -1%
MFC
1925
Morris Financial Concepts
South Carolina
$528K +$1.18K +21 +0.2%
75 76
77
78 79