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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 %
SWM
1951
Stockman Wealth Management
Montana
$512K +$1.63K +29 +0.3%
FUBT
1952
First United Bank & Trust
Maryland
$510K – – –
GTAM
1953
Global Trust Asset Management
Florida
$509K – – –
FOA
1954
Five Oceans Advisors
California
$509K +$128K +2,284 +34%
SC
1955
Searle & Co
Connecticut
$508K – – –
CL
1956
COWA LLC
Oklahoma
$508K +$560 +10 +0.1%
RWP
1957
Revolve Wealth Partners
New Jersey
$508K +$62.1K +1,109 +14%
WHCI
1958
W.H. Cornerstone Investments
Massachusetts
$508K +$508K +9,330 New
FIB
1959
First Interstate Bank
Montana
$506K +$153K +2,733 +43%
SS
1960
Sunbelt Securities
Texas
$502K +$32.9K +587 +7%
AAS
1961
Annex Advisory Services
Wisconsin
$501K -$52.3K -934 -9%
TDC
1962
Thompson Davis & Co
Virginia
$500K -$21K -375 -4%
EWM
1963
Evermay Wealth Management
Virginia
$500K +$3.67K +65 +0.7%
FL
1964
Fort LP
Maryland
$499K -$350K -6,243 -41%
DA
1965
Detalus Advisors
Missouri
$497K -$11.2K -200 -2%
FWP
1966
Firethorn Wealth Partners
Georgia
$495K -$13.2K -236 -3%
MCM
1967
Maryland Capital Management
Maryland
$495K +$2.86K +51 +0.6%
MWA
1968
Monograph Wealth Advisors
California
$494K – – –
SGI
1969
Summit Global Investments
Utah
$493K -$1.58M -28,250 -76%
CWM
1970
Circle Wealth Management
New Jersey
$492K -$18.7K -334 -4%
1WA
1971
180 Wealth Advisors
Washington
$490K +$30.1K +538 +7%
PVH
1972
Psagot Value Holdings
Israel
$490K +$70K +1,250 +17%
BA
1973
Bristlecone Advisors
Washington
$489K -$2.02K -36 -0.4%
WAM
1974
WNY Asset Management
New York
$488K -$7.58K -135 -2%
SPWG
1975
Sage Private Wealth Group
Illinois
$488K -$2.35K -42 -0.5%
77 78
79
80 81