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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 %
FTA
776
Financial & Tax Architects
Missouri
$4.78M -$59.1K -983 -1%
MA
777
Mutual Advisors
Nebraska
$4.75M +$591K +9,293 +14%
FAM
778
Fred Alger Management
New York
$4.74M +$311K +4,897 +7%
PWP
779
Perfromance Wealth Partners
Illinois
$4.74M +$1.09M +17,150 +30%
SAM
780
Synergy Asset Management
Washington
$4.74M +$4.19M +65,808 +758%
AWA
781
Arkadios Wealth Advisors
Georgia
$4.74M +$740K +11,639 +19%
NAS
782
Nicolet Advisory Services
Wisconsin
$4.71M +$20.2K +325 +0.4%
AAS
783
Ameritas Advisory Services
Nebraska
$4.71M +$512K +8,046 +12%
BMCM
784
Bryn Mawr Capital Management
Pennsylvania
$4.7M +$1.96M +30,746 +71%
JCM
785
Jacobi Capital Management
Pennsylvania
$4.68M +$505K +7,943 +12%
LIM
786
Leavell Investment Management
Alabama
$4.68M +$162K +2,542 +4%
BTWM
787
Baker Tilly Wealth Management
Wisconsin
$4.68M +$115K +1,801 +3%
AAM
788
Arabesque Asset Management
United Kingdom
$4.67M +$2.38M +37,412 +104%
CAG
789
Csenge Advisory Group
Florida
$4.63M +$208K +3,270 +5%
CC
790
Chicago Capital
Illinois
$4.63M – – –
AAM
791
Aureus Asset Management
Massachusetts
$4.61M +$221K +3,469 +5%
BCFS
792
Butensky & Cohen Financial Security
Florida
$4.6M +$23.5K +370 +0.5%
CCP
793
Clough Capital Partners
Massachusetts
$4.59M +$4.59M +72,100 New
LI
794
Lafayette Investments
Maryland
$4.58M +$509 +8 +0%
OC
795
Oakworth Capital
Alabama
$4.57M -$70.2K -1,103 -2%
AG
796
Ascent Group
Virginia
$4.56M -$1.09M -17,058 -19%
WIC
797
Woodmont Investment Counsel
Tennessee
$4.56M -$9.54K -150 -0.2%
WWM
798
Western Wealth Management
Colorado
$4.56M -$3.3M -51,864 -42%
TMAM
799
Tokio Marine Asset Management
Japan
$4.55M +$620K +9,746 +16%
WSFS
800
Wilmington Savings Fund Society
Delaware
$4.54M -$145K -2,280 -3%
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32
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