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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
1
Morgan Stanley
New York
$8.74B
2
State Street
2
State Street
Massachusetts
$10.1B
3
BlackRock
3
BlackRock
New York
$18.5B
4
Man Group
4
Man Group
United Kingdom
$301M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.65B

Top Sellers

1
CIM
1
CCLA Investment Management
United Kingdom
$63.6M
2
DZ Bank
2
DZ Bank
Germany
$231M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$97.8M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$145M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$1.05B +$5.45M +92,507 +0.5%
Fayez Sarofim & Co
27
Fayez Sarofim & Co
Texas
$1B -$136M -2,280,213 -12%
Truist Financial
28
Truist Financial
North Carolina
$979M -$103M -1,747,663 -10%
Aristotle Capital Management
29
Aristotle Capital Management
California
$967M -$32.5M -551,078 -3%
Amundi
30
Amundi
France
$962M -$103M -1,713,650 -10%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$894M +$48M +814,779 +6%
VAM
32
Vontobel Asset Management
New York
$891M +$23.5M +378,447 +3%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$862M -$42.8M -726,530 -5%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$814M +$115M +1,949,500 +16%
Swiss National Bank
35
Swiss National Bank
Switzerland
$757M -$21.7M -368,400 -3%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$732M +$5.2M +88,290 +0.7%
PI
37
Putnam Investments
Massachusetts
$709M +$175M +2,973,234 +33%
Lazard Asset Management
38
Lazard Asset Management
New York
$652M -$85.5M -1,451,282 -12%
Wells Fargo
39
Wells Fargo
California
$631M +$13.2M +224,561 +2%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$584M +$144M +2,408,063 +33%
CS
41
Credit Suisse
Switzerland
$583M -$52.3M -887,380 -8%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$565M +$9.69M +164,536 +2%
SF
43
Synovus Financial
Georgia
$557M -$4.24M -71,893 -0.8%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$531M -$2.47M -41,864 -0.5%
ClearBridge Investments
45
ClearBridge Investments
New York
$514M -$5.7M -96,676 -1%
Deutsche Bank
46
Deutsche Bank
Germany
$513M +$32.5M +552,340 +7%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$501M -$11M -177,840 -2%
Principal Financial Group
48
Principal Financial Group
Iowa
$499M +$1.36M +23,046 +0.3%
Capital World Investors
49
Capital World Investors
California
$491M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$490M +$82.8M +1,405,260 +20%
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