KO icon

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 %
SFA
801
Semmax Financial Advisors
North Carolina
$4.51M +$13.3K +215 +0.3%
PL
802
Parthenon LLC
Kentucky
$4.51M +$32.6K +512 +0.7%
PWM
803
Perigon Wealth Management
California
$4.5M +$1.51M +23,749 +51%
VNIM
804
Vaughan Nelson Investment Management
Texas
$4.49M +$121K +1,900 +3%
RIA
805
Regal Investment Advisors
Michigan
$4.48M +$200K +3,150 +5%
CFGS
806
Concourse Financial Group Securities
Alabama
$4.47M +$93.6K +1,471 +2%
GH
807
GAM Holding
Switzerland
$4.46M -$7.25K -114 -0.2%
CCM
808
Chilton Capital Management
Texas
$4.46M +$55.2K +867 +1%
TAM
809
Townsend Asset Management
North Carolina
$4.45M +$32.7K +514 +0.7%
PAS
810
Park Avenue Securities
New York
$4.45M -$40K -629 -0.9%
EWA
811
EP Wealth Advisors
California
$4.44M +$286K +4,490 +7%
SCP
812
Sandhill Capital Partners
New York
$4.44M -$339K -5,329 -7%
IWM
813
IHT Wealth Management
Illinois
$4.44M +$23.4K +368 +0.5%
CIA
814
Choate Investment Advisors
Massachusetts
$4.44M +$843K +13,252 +23%
SA
815
Shilanski & Associates
Alaska
$4.43M +$3.77M +59,338 +573%
MYLI
816
Meiji Yasuda Life Insurance
Japan
$4.43M +$95.4K +1,500 +2%
NIM
817
Nicollet Investment Management
Minnesota
$4.42M -$65.6K -1,031 -1%
AIM
818
Artemis Investment Management
United Kingdom
$4.41M -$199M -3,115,972 -98%
CG
819
Cutler Group
California
$4.39M +$2.58M +40,629 +143%
EFS
820
Essex Financial Services
Connecticut
$4.39M +$24.9K +392 +0.6%
JWBC
821
J.W. Burns & Co
New York
$4.37M +$17.5K +275 +0.4%
TSS
822
Two Sigma Securities
New York
$4.35M +$3.52M +55,398 +426%
GRP
823
Global Retirement Partners
California
$4.34M -$638K -10,036 -13%
JPMIA
824
J.P. Marvel Investment Advisors
Massachusetts
$4.32M – – –
AWM
825
Apollon Wealth Management
South Carolina
$4.32M +$1.06M +16,614 +32%
31 32
33
34 35