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Coca-Cola
KO

Overview Fund Activity

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4B
2
State Street
State Street
Massachusetts
+$947M
3
BlackRock
BlackRock
New York
+$663M
4
Man Group
Man Group
United Kingdom
+$301M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$63B
2
DZ Bank
DZ Bank
Germany
-$433M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$357M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$248M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
3051
CTC Alternative Strategies
Illinois
– -$263K -4,700 Closed
DG
3052
DMC Group
Alabama
– -$259K -4,625 Closed
DA
3053
Drake & Associates
Wisconsin
– -$256K -4,564 Closed
TA
3054
Trellis Advisors
Washington
– -$245K -4,383 Closed
SWM
3055
SFG Wealth Management
Maryland
– -$236K -4,214 Closed
PA
3056
Probity Advisors
Texas
– -$233K -4,170 Closed
KLI
3057
Kelman-Lazarov Inc
Tennessee
– -$224K -3,997 Closed
CCA
3058
Cottonwood Capital Advisors
Utah
– -$223K -3,982 Closed
GAA
3059
Global Assets Advisory
Florida
– -$220K -3,928 Closed
DA
3060
Dover Advisors
Virginia
– -$220K -3,900 Closed
NIC
3061
Northwest Investment Counselors
Oregon
– -$215K -3,839 Closed
WFA
3062
Wellspring Financial Advisors
Ohio
– -$214K -3,821 Closed
SHFA
3063
SC&H Financial Advisors
Maryland
– -$211K -3,763 Closed
TWP
3064
Tower Wealth Partners
Pennsylvania
– -$209K -3,740 Closed
SFC
3065
Strategic Financial Concepts
Texas
– -$209K -3,740 Closed
BAAM
3066
Baker Avenue Asset Management
California
– -$208K -3,709 Closed
PCM
3067
Pennsylvania Capital Management
Pennsylvania
– -$207K -3,699 Closed
GA
3068
Goldstein Advisors
Wisconsin
– -$207K -3,695 Closed
ETIA
3069
Epic Trust Investment Advisors
Washington
– -$204K -3,651 Closed
LAM
3070
LifePro Asset Management
California
– -$204K -3,636 Closed
PWS
3071
Private Wealth Strategies
Ohio
– -$201K -3,592 Closed
OMC
3072
Old Mission Capital
Illinois
– -$200K -3,573 Closed
RCG
3073
Rock Creek Group
District of Columbia
– -$193K -3,454 Closed
Legacy Financial Group (Iowa)
3074
Legacy Financial Group (Iowa)
Iowa
– -$186K -3,329 Closed
RW
3075
RVW Wealth
California
– -$146K -2,613 Closed
120 121 122
123
124