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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 %
EWM
2926
Executive Wealth Management
Michigan
– -$214K -3,561 Closed
FWA
2927
FSM Wealth Advisors
Ohio
– -$211K -3,553 Closed
D
2928
Dentgroup
Louisiana
– -$213K -3,538 Closed
CIM
2929
Chapman Investment Management
California
– -$213K -3,533 Closed
BFG
2930
Bouchey Financial Group
New York
– -$212K -3,517 Closed
BA
2931
Ballew Advisors
Mississippi
– -$209K -3,515 Closed
AAMC
2932
Asset Allocation & Management Company
Illinois
– -$211K -3,505 Closed
TPW
2933
Tiller Private Wealth
Pennsylvania
– -$210K -3,494 Closed
NFG
2934
Northeast Financial Group
Pennsylvania
– -$210K -3,492 Closed
BMWM
2935
Brown Miller Wealth Management
Virginia
– -$210K -3,489 Closed
EBSAM
2936
Eubel Brady & Suttman Asset Management
Ohio
– -$210K -3,487 Closed
SWM
2937
Shakespeare Wealth Management
Wisconsin
– -$210K -3,483 Closed
BAM
2938
BOS Asset Management
Illinois
– -$208K -3,460 Closed
HC
2939
Hourglass Capital
Texas
– -$208K -3,449 Closed
KFA
2940
Krane Funds Advisors
New York
– -$208K -3,447 Closed
ZAM
2941
Zevin Asset Management
Massachusetts
– -$207K -3,440 Closed
WPC
2942
White Pine Capital
Minnesota
– -$207K -3,440 Closed
T
2943
TCWP
Ohio
– -$207K -3,434 Closed
WAM
2944
Wallington Asset Management
Indiana
– -$207K -3,433 Closed
JF
2945
JSF Financial
California
– -$206K -3,426 Closed
CL
2946
CIM LLC
New York
– -$205K -3,409 Closed
AWM
2947
Act Wealth Management
Texas
– -$205K -3,400 Closed
BEAM
2948
Baker Ellis Asset Management
Washington
– -$205K -3,400 Closed
I
2949
IMPACTfolio
Colorado
– -$203K -3,378 Closed
WI
2950
Wedgewood Investors
Pennsylvania
– -$203K -3,376 Closed
115 116 117
118
119