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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 %
BDF
2226
Balasa Dinverno & Foltz
$330K -$61.5K -1,098 -16%
FA
2227
Fiducient Advisors
Illinois
$330K -$39.5K -700 -11%
Financial Engines Advisors
2228
Financial Engines Advisors
California
$330K +$1.35K +24 +0.4%
MCA
2229
Magnolia Capital Advisors
Mississippi
$330K +$6.22K +111 +2%
ZIG
2230
Zuckerman Investment Group
Illinois
$329K -$10.2K -182 -3%
NAM
2231
NorthCrest Asset Manangement
Minnesota
$329K +$1.85K +33 +0.6%
PWM
2232
Prentice Wealth Management
New York
$328K +$328K +5,834 New
TWM
2233
TriaGen Wealth Management
California
$327K +$224 +4 +0.1%
LFG
2234
Larson Financial Group
Missouri
$327K +$267K +4,770 +444%
DDPIC
2235
Deroy & Devereaux Private Investment Counsel
Michigan
$326K -$1.12K -20 -0.3%
WCM
2236
WealthBridge Capital Management
Ohio
$326K – – –
MFS
2237
Mirabella Financial Services
United Kingdom
$326K +$326K +5,755 New
WMA
2238
West Michigan Advisors
Michigan
$325K -$4.1K -73 -1%
PTP
2239
Platform Technology Partners
New York
$325K +$7.33K +131 +2%
MGI
2240
MayTech Global Investments
New York
$324K – – –
FWM
2241
ForthRight Wealth Management
Georgia
$322K +$54K +965 +20%
CCM
2242
Crew Capital Management
Ohio
$321K +$2.92K +52 +0.9%
RCG
2243
Rock Creek Group
District of Columbia
$321K +$24.7K +441 +8%
CYG
2244
Clean Yield Group
Vermont
$320K -$7.85K -140 -2%
BCM
2245
Becker Capital Management
Oregon
$320K – – –
NCM
2246
Noesis Capital Mangement
Florida
$319K -$11.6K -208 -4%
RWM
2247
RKL Wealth Management
Pennsylvania
$319K -$1.79K -32 -0.6%
HWM
2248
Horizon Wealth Management
Illinois
$318K -$35.4K -631 -10%
LB
2249
Legacy Bridge
Iowa
$318K – – –
ACM
2250
Adalta Capital Management
New York
$318K – – –
88 89
90
91 92