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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
HI
401
Harbour Investments
Wisconsin
$31.3K +$28.7K +469 New
EWA
402
EverSource Wealth Advisors
Alabama
$31.1K -$4.16K -68 -13%
BTI
403
Blue Trust Inc
Georgia
$29K -$13.1K -215 -31%
GI
404
GAMMA Investing
California
$28.4K +$25.2K +412 New
CT
405
Colonial Trust
South Carolina
$26.7K
TFIPS
406
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.7K +$24.5K +400 New
AAG
407
Armstrong Advisory Group
Massachusetts
$25.5K
UB
408
UMB Bank
Missouri
$24.4K -$1.1K -18 -5%
GWM
409
Geneos Wealth Management
Colorado
$23.2K +$795 +13 +4%
ADL
410
Asset Dedication LLC
California
$23K +$428 +7 +2%
WPA
411
West Paces Advisors
Georgia
$21.4K
ASN
412
Advisory Services Network
Georgia
$21.2K +$19.4K +317 New
RFS
413
Richardson Financial Services
Massachusetts
$20.5K +$18.8K +307 New
RIM
414
Rockbridge Investment Management
New York
$18.9K +$17.3K +283 New
BGAI
415
Bruce G. Allen Investments
Colorado
$18.2K +$16.7K +273 New
IA
416
IFP Advisors
Florida
$17.2K -$1.1K -18 -7%
FHA
417
First Horizon Advisors
Tennessee
$17.1K +$1.22K +20 +8%
NA
418
NewEdge Advisors
Louisiana
$16.3K +$8.19K +134 +122%
JWM
419
Janiczek Wealth Management
Colorado
$14.8K
LWANC
420
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.7K
PCFFS
421
Pacific Center for Financial Services
California
$13.3K
CAL
422
Capital Advisors Ltd
Ohio
$13K
Loomis, Sayles & Company
423
Loomis, Sayles & Company
Massachusetts
$13K +$12.2K +200 New
SWM
424
Sugarloaf Wealth Management
Georgia
$12.6K
FFA
425
Frazier Financial Advisors
Ohio
$12K +$11.1K +181 New

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.