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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 %
FCIM
2651
Fairview Capital Investment Management
California
$206K +$206K +3,234 New
PFM
2652
Patton Fund Management
Texas
$205K +$205K +3,226 New
JF
2653
JSF Financial
California
$205K +$205K +3,216 New
ORI
2654
Oak Ridge Investments
Illinois
$204K +$204K +3,213 New
GCM
2655
Gibraltar Capital Management
Oklahoma
$204K +$204K +3,210 New
NWA
2656
Navis Wealth Advisors
New York
$204K +$204K +3,201 New
PAIM
2657
Punch & Associates Investment Management
Minnesota
$204K +$204K +3,200 New
UC
2658
Unio Capital
New Jersey
$204K +$204K +3,200 New
IFAM
2659
Institutional & Family Asset Management
Colorado
$203K +$60.7K +954 +42%
BFG
2660
Bouchey Financial Group
New York
$203K +$203K +3,198 New
PCM
2661
Princeton Capital Management
New Jersey
$203K +$203K +3,198 New
PHAM
2662
Palisades Hudson Asset Management
Florida
$203K +$203K +3,185 New
AWG
2663
Altus Wealth Group
Colorado
$203K +$203K +3,186 New
MW
2664
MBL Wealth
North Carolina
$201K +$201K +3,167 New
SPI
2665
Santori & Peters Inc
Pennsylvania
$201K +$201K +3,153 New
PW
2666
Peninsula Wealth
California
$200K +$200K +3,151 New
MRWM
2667
ML&R Wealth Management
Texas
$200K +$200K +3,149 New
TFP
2668
Tilia Fiduciary Partners
North Carolina
$194K +$954 +15 +0.5%
APW
2669
Acima Private Wealth
Virginia
$194K – – –
UOTTAIMCU
2670
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$191K +$191K +3,000 New
AF
2671
Affiance Financial
Minnesota
$189K +$189K +2,979 New
AAP
2672
Arax Advisory Partners
Colorado
$189K +$5.09K +80 +3%
BAM
2673
Bellevue Asset Management
Washington
$189K +$569 +9 +0.3%
RFA
2674
Resurgent Financial Advisors
Georgia
$188K +$188K +2,956 New
C
2675
Covestor
United Kingdom
$187K +$12.1K +190 +7%
105 106
107
108 109