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Coca-Cola Europacific Partners

479 hedge funds and large institutions have $9.66B invested in Coca-Cola Europacific Partners in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 188 increasing their positions, 148 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

991% more call options, than puts

Call options by funds: $39.8M | Put options by funds: $3.65M

95% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 43

27% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 148

11% more capital invested

Capital invested by funds: $8.68B → $9.66B (+$979M)

7% more funds holding

Funds holding: 446479 (+33)

1.31% more ownership

Funds ownership: 30.27%31.59% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
479
Holders Change
+33
Holders Change %
+7.4%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
84
Increased
188
Reduced
148
Closed
43
Calls
$39.8M
Puts
$3.65M
Net Calls
+$36.2M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
376
National Bank of Canada
Quebec, Canada
$95.8K -$1.38M -22,563 -94%
FWM
377
Focused Wealth Management
New York
$90K +$1.59K +26 +2%
NS
378
NBC Securities
Alabama
$88K +$9.29K +152 +13%
WT
379
Whittier Trust
California
$86.4K
EWP
380
Elevation Wealth Partners
California
$85K +$83.2K +1,360 New
SWM
381
Spire Wealth Management
Virginia
$77.3K -$795 -13 -1%
FDCDDQ
382
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.8K -$2.69K -44 -4%
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$66K +$4.65K +76 +8%
AssetMark Inc
384
AssetMark Inc
California
$63.9K +$58.5K +957 New
CUAMC
385
China Universal Asset Management Company
China
$60.7K +$55.6K +909 New
Nisa Investment Advisors
386
Nisa Investment Advisors
Missouri
$60.1K
MA
387
Montag & Associates
Georgia
$56.8K +$734 +12 +1%
AA
388
Alta Advisers
United Kingdom
$56.1K
GRP
389
Global Retirement Partners
California
$53.8K +$9.48K +155 +24%
BF
390
BOK Financial
Oklahoma
$48.5K +$183 +3 +0.4%
WTC
391
WhitTier Trust Company
Nevada
$44.6K
FMII
392
Farmers & Merchants Investments Inc
Nebraska
$42.7K
LFG
393
Larson Financial Group
Missouri
$41.9K +$489 +8 +1%
SWA
394
SOA Wealth Advisors
New York
$37.5K +$673 +11 +2%
LC
395
Lindbrook Capital
California
$37.2K +$3.85K +63 +13%
NMG
396
New Millennium Group
Utah
$37.2K +$673 +11 +2%
BFEC
397
Benjamin F. Edwards & Company
Missouri
$34K +$21.5K +352 +220%
HCP
398
Hexagon Capital Partners
Arkansas
$33.6K +$2.57K +42 +9%
VAMG
399
Voisard Asset Management Group
Michigan
$33.4K +$30.6K +500 New
BBHC
400
Brown Brothers Harriman & Co
New York
$31.8K

CCEP Hedge Fund Activity: Q4 2023 in Review

479 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Europacific Partners (CCEP) for Q4 2023, worth a combined $9.66B — up 11% from $8.68B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new CCEP positions and 43 closed out — a net gain of 41 holders — while 188 added to existing stakes and 148 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $108M. The largest seller was Boston Partners, cutting an estimated $85.5M.

  • 479 institutional investors held Coca-Cola Europacific Partners (CCEP) as of Q4 2023, up from 446 in Q3 2023.
  • Funds reported $9.66B of Coca-Cola Europacific Partners stock for Q4 2023, up 11% quarter-over-quarter.
  • 84 funds opened new Coca-Cola Europacific Partners positions in Q4 2023 and 43 closed out, a net change of +41 holders.
  • The largest Coca-Cola Europacific Partners buyer in Q4 2023 was Morgan Stanley, an estimated $108M added.
  • The largest Coca-Cola Europacific Partners seller in Q4 2023 was Boston Partners, an estimated $85.5M sold.

Based on aggregated 13F filings for Q4 2023.