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Coca-Cola Europacific Partners

387 hedge funds and large institutions have $8.07B invested in Coca-Cola Europacific Partners in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 163 increasing their positions, 116 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,227% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $1.05M

41% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 116

7% more capital invested

Capital invested by funds: $7.53B → $8.07B (+$535M)

0.04% less ownership

Funds ownership: 29.78%29.73% (-0.04%)

7% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 43

2% less funds holding

Funds holding: 394387 (-7)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
6.17%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.1%
New
40
Increased
163
Reduced
116
Closed
43
Calls
$24.4M
Puts
$1.05M
Net Calls
+$23.3M
Net Calls Change
+$4.59M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$811M +$24.3M +433,816 +3%
Boston Partners
2
Boston Partners
Massachusetts
$641M -$9.31M -166,555 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$350M +$34.1M +610,612 +12%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$321M -$34.5M -616,993 -10%
State Street
5
State Street
Massachusetts
$273M +$1.18M +21,053 +0.5%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$263M -$36.3M -649,208 -13%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$202M -$13.3K -238 -0%
EIP
8
Epoch Investment Partners
New York
$183M -$4.7M -84,035 -3%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$181M +$13.3M +237,392 +8%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$145M +$975K +17,444 +0.7%
DZ Bank
11
DZ Bank
Germany
$143M +$36.4M +651,727 +37%
Goldman Sachs
12
Goldman Sachs
New York
$142M +$8.56M +153,066 +7%
Holocene Advisors
13
Holocene Advisors
New York
$140M +$22.9M +409,698 +21%
Vanguard Group
14
Vanguard Group
Pennsylvania
$133M +$2.5M +44,798 +2%
TSAM
15
Trinity Street Asset Management
United Kingdom
$132M +$13.7M +245,621 +12%
Lazard Asset Management
16
Lazard Asset Management
New York
$130M +$51.1M +913,659 +72%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$128M -$71.7M -1,282,136 -37%
Millennium Management
18
Millennium Management
New York
$127M +$4.57M +81,740 +4%
Aristotle Capital Management
19
Aristotle Capital Management
California
$124M +$762K +13,638 +0.7%
Bank of America
20
Bank of America
North Carolina
$123M +$29M +518,225 +33%
Amundi
21
Amundi
France
$116M -$2.89M -51,738 -3%
Fidelity International
22
Fidelity International
Bermuda
$104M +$51M +911,905 +108%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$98.2M +$3.45M +61,686 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$95.7M +$51.7M +925,322 +134%
Deutsche Bank
25
Deutsche Bank
Germany
$95.6M -$23.2M -414,397 -20%

CCEP Hedge Fund Activity: Q1 2023 in Review

387 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Europacific Partners (CCEP) for Q1 2023, worth a combined $8.07B — up 7.1% from $7.53B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of CCEP and 40 opened new positions — a net loss of 3 holders — while 116 trimmed existing stakes and 163 added.

The largest buyer was LSV Asset Management, adding an estimated $55.1M. The largest seller was Sculptor Capital, exiting entirely with an estimated $157M sold.

  • 387 institutional investors held Coca-Cola Europacific Partners (CCEP) as of Q1 2023, down from 394 in Q4 2022.
  • Funds reported $8.07B of Coca-Cola Europacific Partners stock for Q1 2023, up 7.1% quarter-over-quarter.
  • 40 funds opened new Coca-Cola Europacific Partners positions in Q1 2023 and 43 closed out, a net change of -3 holders.
  • The largest Coca-Cola Europacific Partners buyer in Q1 2023 was LSV Asset Management, an estimated $55.1M added.
  • The largest Coca-Cola Europacific Partners seller in Q1 2023 was Sculptor Capital, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2023.