Coca-Cola
2,872 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,129 increasing their positions, 1,128 reducing their positions, and 103 closing their positions.
56% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 103
32% more call options, than puts
Call options by funds: $2.32B | Put options by funds: $1.76B
0% more repeat investments, than reductions
Existing positions increased: 1,129 | Existing positions reduced: 1,128
0% less funds holding
Funds holding: 2,878 → 2,872 (-6)
0.22% less ownership
Funds ownership: 70.41% → 70.18% (-0.22%)
3% less capital invested
Capital invested by funds: $195B → $189B (-$5.99B)
24% less funds holding in top 10
Funds holding in top 10: 119 → 91 (-28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
+$182M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$179M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$162M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$154M |
| 5 |
Goldman Sachs
New York
|
+$152M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$530M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$396M |
| 3 |
JP Morgan Chase
New York
|
-$349M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$309M |
| 5 |
Man Group
London,
United Kingdom
|
-$251M |
KO Hedge Fund Activity: Q1 2023 in Review
2,872 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2023, worth a combined $189B — down 3.1% from $195B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new KO positions and 103 closed out — a net gain of 58 holders — while 1,129 added to existing stakes and 1,128 trimmed.
The largest buyer was BLS Capital Fondsmaeglerselskab, opening a new position worth an estimated $182M. The largest seller was Fidelity Investments, cutting an estimated $530M.
- 2,872 institutional investors held Coca-Cola (KO) as of Q1 2023, down from 2,878 in Q4 2022.
- Funds reported $189B of Coca-Cola stock for Q1 2023, down 3.1% quarter-over-quarter.
- 161 funds opened new Coca-Cola positions in Q1 2023 and 103 closed out, a net change of +58 holders.
- The largest Coca-Cola buyer in Q1 2023 was BLS Capital Fondsmaeglerselskab, an estimated $182M added.
- The largest Coca-Cola seller in Q1 2023 was Fidelity Investments, an estimated $530M sold.
Based on aggregated 13F filings for Q1 2023.