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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 %
BFS
351
Bradley Foster & Sargent
Connecticut
$22.4M -$219K -3,535 -1%
SPIA
352
Steward Partners Investment Advisory
New York
$22.1M +$2.32M +37,322 +12%
CF
353
Cantor Fitzgerald
New York
$22M +$21.1M +339,531 +2,317%
WF
354
Welch & Forbes
Massachusetts
$21.9M -$3.16K -51 -0%
ECG
355
Edge Capital Group
Georgia
$21.8M +$1.58M +25,492 +8%
PMEF
356
Point72 Middle East FZE
United Arab Emirates
$21.8M +$21.6M +349,003 +20,338%
QC
357
Quadrature Capital
United Kingdom
$21.3M +$10.6M +171,469 +100%
GW
358
GW & Wade
Massachusetts
$20.8M +$322K +5,198 +2%
SFM
359
Stack Financial Management
Montana
$20.8M +$177K +2,847 +0.9%
BPA
360
Beacon Pointe Advisors
California
$20.6M +$6.24M +100,528 +44%
SSWM
361
Sheets Smith Wealth Management
North Carolina
$20.5M -$44.1K -711 -0.2%
PFP
362
Pinnacle Financial Partners
Tennessee
$20.5M +$308K +4,969 +2%
IIM
363
INTECH Investment Management
Florida
$20.5M -$476K -7,679 -2%
HIMCH
364
Hartford Investment Management Co (HIMCO)
Connecticut
$20.4M +$2.85M +45,896 +16%
EMPI
365
Elo Mutual Pension Insurance
Finland
$20.3M +$620K +9,996 +3%
SAM
366
Securian Asset Management
Minnesota
$20.3M +$104K +1,679 +0.5%
MWM
367
Moran Wealth Management
Florida
$20.1M +$692K +11,161 +4%
GHA
368
GW Henssler & Associates
Georgia
$20M +$838K +13,511 +4%
BS
369
Banco Santander
Spain
$19.9M +$618K +9,970 +3%
QPBE
370
Quintet Private Bank (Europe)
Luxembourg
$19.9M +$19.9M +320,926 New
GGI
371
Godsey & Gibb Inc
Virginia
$19.8M +$19.8M +319,856 New
PAG
372
Private Advisor Group
New Jersey
$19.8M -$1.05M -16,887 -5%
SI
373
Stephens Inc
Arkansas
$19.8M -$44.9K -724 -0.2%
TAM
374
Tocqueville Asset Management
New York
$19.6M -$256K -4,125 -1%
TAM
375
Taurus Asset Management
New York
$19.5M -$203K -3,267 -1%
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