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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 %
AWS
451
Atria Wealth Solutions
New York
$12.9M -$430K -6,894 -3%
WG
452
Welch Group
Alabama
$12.9M -$790K -12,736 -6%
WT
453
Whittier Trust
California
$12.8M +$1.3K +21 +0%
MC
454
Montag & Caldwell
Georgia
$12.8M +$12.8M +205,727 New
VVP
455
Venture Visionary Partners
Ohio
$12.7M +$173K +2,789 +1%
SGK
456
Steigerwald Gordon & Koch
Virginia
$12.7M +$345K +5,557 +3%
FT
457
Fiduciary Trust
Massachusetts
$12.7M +$59.2K +955 +0.5%
AIM
458
Achmea Investment Management
Netherlands
$12.7M +$503K +8,114 +4%
AM
459
AGF Management
Ontario, Canada
$12.7M -$8.74M -140,887 -41%
TBA
460
Tower Bridge Advisors
Pennsylvania
$12.7M -$218K -3,517 -2%
NHC
461
Nicholas Hoffman & Company
Georgia
$12.6M -$7.75K -125 -0.1%
SCA
462
Stillwater Capital Advisors
Pennsylvania
$12.3M -$129K -2,085 -1%
PG
463
Patten Group
Tennessee
$12.3M -$118K -1,903 -1%
BCI
464
Brinker Capital Investments
Pennsylvania
$12.3M +$4.5M +72,545 +58%
OPS
465
Orion Portfolio Solutions
Nebraska
$12.3M +$8.24M +132,907 +206%
BIC
466
Beach Investment Counsel
Pennsylvania
$12.2M +$94.7K +1,526 +0.8%
LCOV
467
London Company of Virginia
Virginia
$11.9M -$888K -14,322 -7%
Squarepoint
468
Squarepoint
New York
$11.9M -$82.1M -1,324,165 -87%
CTA
469
Colonial Trust Advisors
South Carolina
$11.9M -$21.2K -342 -0.2%
WPA
470
West Paces Advisors
Georgia
$11.9M -$208K -3,353 -2%
GJCM
471
Grand Jean Capital Management
California
$11.8M -$49.6K -800 -0.4%
PA
472
Pinnacle Associates
New York
$11.7M -$29.3K -472 -0.2%
HCM
473
Hilton Capital Management
New York
$11.6M -$369K -5,804 -3%
WDA
474
Wendell David Associates
New Hampshire
$11.6M -$145K -2,337 -1%
Marshall Wace
475
Marshall Wace
United Kingdom
$11.6M -$79.9M -1,288,668 -87%
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