KO icon

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 %
PA
776
Parallel Advisors
California
$4.9M +$871K +14,045 +22%
NAM
777
NTV Asset Management
West Virginia
$4.89M +$18.5K +298 +0.4%
TCM
778
Tufton Capital Management
Maryland
$4.89M -$223K -3,592 -4%
AWM
779
Apollon Wealth Management
South Carolina
$4.89M +$674K +10,872 +16%
SC
780
Schulhoff & Co
Ohio
$4.87M +$806 +13 +0%
TMAM
781
Tokio Marine Asset Management
Japan
$4.86M +$426K +6,861 +10%
CB
782
Cadence Bank
Mississippi
$4.86M +$85.3K +1,375 +2%
LBC
783
Lowe Brockenbrough & Co
Virginia
$4.86M +$86.6K +1,386 +2%
IAN
784
Integrated Advisors Network
Texas
$4.81M +$7.51K +121 +0.2%
AWA
785
Arkadios Wealth Advisors
Georgia
$4.8M +$181K +2,924 +4%
BRM
786
Boston Research & Management
Massachusetts
$4.8M +$68.2K +1,100 +1%
FAM
787
Fred Alger Management
New York
$4.79M +$168K +2,705 +4%
AMI
788
Amica Mutual Insurance
Rhode Island
$4.79M +$832K +13,404 +21%
NAS
789
Nicolet Advisory Services
Wisconsin
$4.79M +$13.8K +219 +0.3%
FI
790
Fosun International
China
$4.78M +$633K +10,207 +15%
OIM
791
Opus Investment Management
Massachusetts
$4.78M – – –
PTC
792
Philadelphia Trust Company
Pennsylvania
$4.78M -$826K -13,322 -15%
EP
793
Eudaimonia Partners
Tennessee
$4.74M -$715K -11,531 -13%
MPM
794
Meritage Portfolio Management
Kansas
$4.74M -$78.2K -1,260 -2%
HKIM
795
Hayek Kallen Investment Management
Alabama
$4.74M -$8.56K -138 -0.2%
CCMINC
796
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.74M +$5.94K +95 +0.1%
FB
797
Fulton Bank
Pennsylvania
$4.73M +$1M +16,151 +27%
WSTAM
798
Wilbanks Smith & Thomas Asset Management
Virginia
$4.73M -$34K -548 -0.7%
PAS
799
Park Avenue Securities
New York
$4.71M +$379K +6,110 +9%
SCP
800
Sandhill Capital Partners
New York
$4.69M +$359K +5,782 +8%
30 31
32
33 34