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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 %
PP
2901
Paloma Partners
Connecticut
– -$333K -5,238 Closed
CFG
2902
CMC Financial Group
Georgia
– -$315K -5,140 Closed
NLP
2903
Next Level Private
New York
– -$321K -5,134 Closed
BCM
2904
Bluefin Capital Management
New York
– -$312K -4,900 Closed
MFG
2905
Monte Financial Group
Connecticut
– -$308K -4,848 Closed
ACM
2906
Ategra Capital Management
Virginia
– -$278K -4,368 Closed
RWA
2907
Redmont Wealth Advisors
Illinois
– -$262K -4,126 Closed
BWM
2908
BCGM Wealth Management
Indiana
– -$247K -3,887 Closed
WAOI
2909
Wealth Advisors of Iowa
Iowa
– -$247K -3,886 Closed
AFM
2910
Abbot Financial Management
Massachusetts
– -$245K -3,856 Closed
CIA
2911
Caerus Investment Advisors
Texas
– -$245K -3,847 Closed
RPA
2912
Rock Point Advisors
Vermont
– -$227K -3,576 Closed
BCP
2913
Blackhawk Capital Partners
Wisconsin
– -$226K -3,554 Closed
PIC
2914
Platt Investment Counsel
Florida
– -$225K -3,535 Closed
IIC
2915
Integrated Investment Consultants
Michigan
– -$224K -3,516 Closed
RIM
2916
Redwood Investment Management
Arizona
– -$219K -3,440 Closed
PFG
2917
Peterson Financial Group
Iowa
– -$218K -3,431 Closed
GCA
2918
Genesee Capital Advisors
New York
– -$217K -3,412 Closed
PFM
2919
Phillips Financial Management
Indiana
– -$214K -3,363 Closed
AWS
2920
AJ Wealth Strategies
New York
– -$213K -3,355 Closed
CMS
2921
Capital Market Strategies
Florida
– -$213K -3,342 Closed
EE
2922
EWG Elevate
California
– -$212K -3,328 Closed
RCG
2923
Resource Consulting Group
Florida
– -$209K -3,284 Closed
MWM
2924
Marietta Wealth Management
Georgia
– -$209K -3,278 Closed
PWA
2925
Primoris Wealth Advisors
Florida
– -$206K -3,238 Closed
115 116
117
118 119