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Coca-Cola
KO

Overview Fund Activity

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$682M
2
BlackRock
BlackRock
New York
+$573M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$314M
4
Norges Bank
Norges Bank
Norway
+$288M
5
GQG Partners
GQG Partners
Florida
+$272M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$329M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$291M
5
AIM
Artemis Investment Management
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
2576
Jump Financial
Illinois
$231K -$5.76M -90,565 -96%
FCA
2577
FLC Capital Advisors
California
$231K -$60.2K -946 -21%
FBT
2578
First Bank & Trust
South Dakota
$230K -$16.5K -260 -7%
WAM
2579
Walker Asset Management
Missouri
$230K +$254 +4 +0.1%
GA
2580
Goldstein Advisors
Wisconsin
$229K +$229K +3,604 New
PWS
2581
Private Wealth Strategies
Ohio
$228K – – –
BFG
2582
Barber Financial Group
Kansas
$228K +$228K +3,589 New
TIA
2583
Tandem Investment Advisors
South Carolina
$227K -$46.9K -738 -17%
RPA
2584
Rock Point Advisors
Vermont
$227K -$2.16K -34 -0.9%
Financial Engines Advisors
2585
Financial Engines Advisors
California
$227K -$146K -2,291 -39%
EWM
2586
Executive Wealth Management
Michigan
$226K +$226K +3,555 New
BCP
2587
Blackhawk Capital Partners
Wisconsin
$226K +$226K +3,554 New
PA
2588
Parkside Advisors
California
$226K – – –
PIC
2589
Platt Investment Counsel
Florida
$225K -$24K -378 -10%
D
2590
Dentgroup
Louisiana
$225K +$225K +3,534 New
KCFA
2591
Key Client Fiduciary Advisors
New Jersey
$224K +$224K +3,527 New
PP
2592
PFS Partners
New Jersey
$224K – – –
IIC
2593
Integrated Investment Consultants
Michigan
$224K +$224K +3,516 New
GAM
2594
Gemmer Asset Management
California
$223K +$223K +3,511 New
ST
2595
Sageworth Trust
Pennsylvania
$223K +$4.19K +66 +2%
CCC
2596
Chelsea Counsel Company
California
$223K +$223K +3,500 New
TPW
2597
Tiller Private Wealth
Pennsylvania
$222K +$222K +3,494 New
RHP
2598
Royal Harbor Partners
Texas
$222K +$222K +3,491 New
GWM
2599
Greenwich Wealth Management
Connecticut
$222K +$222K +3,491 New
SWM
2600
Shakespeare Wealth Management
Wisconsin
$222K +$222K +3,483 New
102 103
104
105 106