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Coca-Cola
KO

Overview Fund Activity

2,813 hedge funds and large institutions have $171B invested in Coca-Cola in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,212 increasing their positions, 1,116 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,813
Holders Change
-53
Holders Change %
-1.85%
% of All Funds
44.85%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.13%
New
139
Increased
1,212
Reduced
1,116
Closed
158
Calls
$1.75B
Puts
$1.83B
Net Calls
-$79.7M
Net Calls Change
-$396M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.84B
2
Two Sigma Advisers
Two Sigma Advisers
New York
$432M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$4.61B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.11B
5
Franklin Resources
Franklin Resources
California
$336M

Top Sellers

1
State Street
State Street
Massachusetts
$8.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.58B
3
LAM
L2 Asset Management
Massachusetts
$693K
4
DZ Bank
DZ Bank
Germany
$631M
5
Man Group
Man Group
United Kingdom
$306M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
2876
Magnolia Capital Advisors
Mississippi
– -$493K -8,182 Closed
GCP
2877
GSA Capital Partners
United Kingdom
– -$487K -8,092 Closed
TA
2878
TFB Advisors
Kansas
– -$466K -7,734 Closed
HVM
2879
Harvest Volatility Management
Connecticut
– -$425K -7,059 Closed
WF
2880
Warner Financial
Maryland
– -$404K -6,705 Closed
AWP
2881
Ascent Wealth Partners
New York
– -$401K -6,659 Closed
B
2882
Barings
North Carolina
– -$395K -6,558 Closed
JCM
2883
Jacobsen Capital Management
Utah
– -$380K -6,308 Closed
3IP
2884
3Chopt Investment Partners
Virginia
– -$384K -6,293 Closed
AGC
2885
Aspen Grove Capital
Colorado
– -$367K -6,059 Closed
AP
2886
Arlington Partners
Alabama
– -$364K -6,042 Closed
DU
2887
Delphia (USA)
Ontario, Canada
– -$363K -6,035 Closed
CAIMH
2888
Central Asset Investments & Management Holdings
Hong Kong
– -$361K -6,000 Closed
UW
2889
Unique Wealth
Florida
– -$358K -5,952 Closed
WW
2890
Westshore Wealth
California
– -$340K -5,650 Closed
SEM
2891
Suncoast Equity Management
Florida
– -$340K -5,648 Closed
LC
2892
Lavaca Capital
Texas
– -$329K -5,461 Closed
TLP
2893
Trinity Legacy Partners
Texas
– -$324K -5,384 Closed
JWM
2894
Jessup Wealth Management
Ohio
– -$324K -5,378 Closed
SSG
2895
Summit Securities Group
New York
– -$324K -5,374 Closed
SAM
2896
Seelaus Asset Management
New Jersey
– -$321K -5,338 Closed
VCM
2897
Vision Capital Management
Oregon
– -$318K -5,288 Closed
WCA
2898
Westover Capital Advisors
Delaware
– -$301K -4,991 Closed
AFP
2899
Alpha Financial Partners
Kentucky
– -$296K -4,913 Closed
ICA
2900
Infrastructure Capital Advisors
New York
– -$292K -4,854 Closed
114 115
116
117 118