Coca-Cola
2,764 hedge funds and large institutions have $186B invested in Coca-Cola in 2022 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 1,085 increasing their positions, 1,064 reducing their positions, and 116 closing their positions.
56% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 116
34% more call options, than puts
Call options by funds: $1.87B | Put options by funds: $1.4B
17% more funds holding in top 10
Funds holding in top 10: 78 → 91 (+13)
1% more funds holding
Funds holding: 2,731 → 2,764 (+33)
5% more capital invested
Capital invested by funds: $178B → $186B (+$8.03B)
2% more repeat investments, than reductions
Existing positions increased: 1,085 | Existing positions reduced: 1,064
0.44% less ownership
Funds ownership: 69.58% → 69.14% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$945M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$773M |
| 3 |
JP Morgan Chase
New York
|
+$598M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$545M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$474M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$1.2B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$867M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$488M |
| 4 |
Two Sigma Advisers
New York
|
-$395M |
| 5 |
Renaissance Technologies
New York
|
-$290M |
KO Hedge Fund Activity: Q1 2022 in Review
2,764 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2022, worth a combined $186B — up 4.5% from $178B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new KO positions and 116 closed out — a net gain of 65 holders — while 1,085 added to existing stakes and 1,064 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $945M. The largest seller was DZ Bank, cutting an estimated $1.2B.
- 2,764 institutional investors held Coca-Cola (KO) as of Q1 2022, up from 2,731 in Q4 2021.
- Funds reported $186B of Coca-Cola stock for Q1 2022, up 4.5% quarter-over-quarter.
- 181 funds opened new Coca-Cola positions in Q1 2022 and 116 closed out, a net change of +65 holders.
- The largest Coca-Cola buyer in Q1 2022 was Fidelity Investments, an estimated $945M added.
- The largest Coca-Cola seller in Q1 2022 was DZ Bank, an estimated $1.2B sold.
Based on aggregated 13F filings for Q1 2022.