Coca-Cola
2,828 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, 1,218 increasing their positions, 1,122 reducing their positions, and 158 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 1,218 | Existing positions reduced: 1,122
0.35% less ownership
Funds ownership: 70.19% → 69.84% (-0.35%)
4% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $1.83B
2% less funds holding
Funds holding: 2,881 → 2,828 (-53)
7% less capital invested
Capital invested by funds: $184B → $171B (-$13.2B)
12% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 158
17% less funds holding in top 10
Funds holding in top 10: 86 → 71 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$454M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$199M |
| 3 |
Two Sigma Advisers
New York
|
+$199M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$193M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$177M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$960M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$886M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$421M |
| 4 |
Man Group
London,
United Kingdom
|
-$313M |
| 5 |
Aberdeen Group
Edinburgh,
United Kingdom
|
-$257M |
KO Hedge Fund Activity: Q3 2023 in Review
2,828 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q3 2023, worth a combined $171B — down 7.2% from $184B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of KO and 139 opened new positions — a net loss of 19 holders — while 1,122 trimmed existing stakes and 1,218 added.
The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was State Street, cutting an estimated $960M.
- 2,828 institutional investors held Coca-Cola (KO) as of Q3 2023, down from 2,881 in Q2 2023.
- Funds reported $171B of Coca-Cola stock for Q3 2023, down 7.2% quarter-over-quarter.
- 139 funds opened new Coca-Cola positions in Q3 2023 and 158 closed out, a net change of -19 holders.
- The largest Coca-Cola buyer in Q3 2023 was JP Morgan Chase, an estimated $454M added.
- The largest Coca-Cola seller in Q3 2023 was State Street, an estimated $960M sold.
Based on aggregated 13F filings for Q3 2023.