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Coca-Cola
KO

Overview Fund Activity

2,857 hedge funds and large institutions have $189B invested in Coca-Cola in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,125 increasing their positions, 1,123 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,857
Holders Change
-9
Holders Change %
-0.31%
% of All Funds
45.73%
Holding in Top 10
91
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-23.53%
% of All Funds
1.46%
New
158
Increased
1,125
Reduced
1,123
Closed
103
Calls
$2.32B
Puts
$1.76B
Net Calls
+$566M
Net Calls Change
-$207M

Top Buyers

1
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$186M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$183M
3
Ameriprise
Ameriprise
Minnesota
+$166M
4
Charles Schwab
Charles Schwab
California
+$157M
5
Goldman Sachs
Goldman Sachs
New York
+$156M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$959M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$543M
3
DZ Bank
DZ Bank
Germany
-$406M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$358M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$316M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
2651
Dark Forest Capital Management
Puerto Rico
$207K +$207K +3,336 New
Financial Engines Advisors
2652
Financial Engines Advisors
California
$206K -$16.4K -263 -7%
CL
2653
CIM LLC
New York
$206K +$206K +3,324 New
PPWM
2654
Paragon Private Wealth Management
Kentucky
$206K – – –
SPIA
2655
Strategic Point Investment Advisors
Rhode Island
$205K – – –
IWA
2656
Inspirion Wealth Advisors
Illinois
$205K +$205K +3,306 New
SM
2657
Sweeney & Michel
California
$205K +$205K +3,397 New
NFG
2658
Northeast Financial Group
Pennsylvania
$205K – – –
CSA
2659
Cottage Street Advisors
Massachusetts
$204K +$204K +3,289 New
AWG
2660
Altus Wealth Group
Colorado
$204K +$6.2K +100 +3%
SL
2661
Sentinus LLC
Illinois
$204K +$204K +3,281 New
I
2662
IMPACTfolio
Colorado
$203K +$203K +3,280 New
EWA
2663
Etesian Wealth Advisors
Oregon
$202K – – –
WE
2664
Wealth Effects
Massachusetts
$202K – – –
RFA
2665
Resurgent Financial Advisors
Georgia
$201K +$18K +290 +10%
AFGAS
2666
Allegiance Financial Group Advisory Services
Virginia
$201K – – –
EAM
2667
Evanson Asset Management
California
$201K – – –
SC
2668
Solstein Capital
California
$201K – – –
RA
2669
Rise Advisors
New York
$201K +$41.7K +673 +26%
FCIM
2670
Fairview Capital Investment Management
California
$201K – – –
EIM
2671
Ervin Investment Management
Washington
$200K -$9.28K -150 -4%
CST
2672
Charles Schwab Trust
Nevada
$200K +$200K +3,225 New
TC
2673
Truvestments Capital
Florida
$198K -$3.97K -64 -2%
BAM
2674
Bellevue Asset Management
Washington
$198K +$12.4K +200 +7%
EI
2675
Ellevest Inc
New York
$197K +$14.6K +235 +8%
105 106
107
108 109