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Coca-Cola
KO

Overview Fund Activity

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$682M
2
BlackRock
BlackRock
New York
+$573M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$314M
4
Norges Bank
Norges Bank
Norway
+$288M
5
GQG Partners
GQG Partners
Florida
+$272M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$329M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$291M
5
AIM
Artemis Investment Management
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
501
Quadrature Capital
United Kingdom
$10.9M -$10.3M -162,589 -49%
PFM
502
Parsec Financial Management
North Carolina
$10.8M +$1.42M +22,262 +15%
CAM
503
Close Asset Management
United Kingdom
$10.8M -$1.29M -20,296 -11%
BOTW
504
Bank of the West
California
$10.7M -$24.4K -384 -0.2%
BC
505
Bartlett & Co
Ohio
$10.7M -$67.2K -1,057 -0.6%
BCWM
506
Bartlett & Co Wealth Management
Ohio
$10.7M -$67.2K -1,057 -0.6%
GIP
507
Greatmark Investment Partners
Georgia
$10.7M -$1.65M -25,898 -13%
LCM
508
Logan Capital Management
Pennsylvania
$10.6M -$28.2K -443 -0.3%
HCM
509
Hilton Capital Management
New York
$10.6M – – –
SBH
510
Segall Bryant & Hamill
Illinois
$10.6M -$7.82K -123 -0.1%
Twin Tree Management
511
Twin Tree Management
Texas
$10.6M +$10.6M +166,008 New
RBA
512
Richard Bernstein Advisors
New York
$10.6M -$1.02M -16,094 -9%
RSVP
513
Ramsay Stattman Vela & Price
Colorado
$10.5M +$575K +9,035 +6%
ADEF
514
Adams Diversified Equity Fund
Maryland
$10.5M – – –
RT
515
Rockland Trust
Massachusetts
$10.5M -$64.9K -1,020 -0.6%
AR
516
Advisory Research
Illinois
$10.5M -$74.6K -1,172 -0.7%
SB
517
Simmons Bank
Arkansas
$10.4M -$339K -5,332 -3%
CAG
518
Crestwood Advisors Group
Massachusetts
$10.4M -$256K -4,027 -2%
HSA
519
HBK Sorce Advisory
Pennsylvania
$10.2M +$4.85M +76,307 +91%
HR
520
Howe & Rusling
New York
$10.2M +$38.2K +601 +0.4%
VF
521
Vest Financial
Virginia
$10.1M +$721K +11,333 +8%
PE
522
Point72 Europe
United Kingdom
$10M +$10M +157,500 New
HAI
523
Hennessy Advisors Inc
California
$9.94M -$375K -5,900 -4%
CCM
524
Cinctive Capital Management
New York
$9.88M +$9.88M +155,254 New
USCWA
525
U.S. Capital Wealth Advisors
Texas
$9.76M +$116K +1,819 +1%
19 20
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