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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 %
JCM
801
Jacobi Capital Management
Pennsylvania
$4.65M +$84.5K +1,362 +2%
GIA
802
Gladstone Institutional Advisory
Florida
$4.64M -$1.05M -16,895 -18%
AWM
803
Axxcess Wealth Management
California
$4.63M -$63.3K -1,021 -1%
BTWM
804
Baker Tilly Wealth Management
Wisconsin
$4.62M +$51.9K +836 +1%
QCM
805
Quantinno Capital Management
New York
$4.61M +$863K +13,906 +23%
RIA
806
Regal Investment Advisors
Michigan
$4.61M +$233K +3,756 +5%
OAM
807
Ostrum Asset Management
France
$4.6M +$4.6M +74,164 New
IWM
808
IHT Wealth Management
Illinois
$4.57M +$242K +3,903 +6%
DAS
809
Dynamic Advisor Solutions
Arizona
$4.54M +$413K +6,658 +10%
CC
810
Chicago Capital
Illinois
$4.52M +$2.92K +47 +0.1%
BMCM
811
Bryn Mawr Capital Management
Pennsylvania
$4.52M -$71.3K -1,150 -2%
CAG
812
Csenge Advisory Group
Florida
$4.51M -$3.04K -49 -0.1%
LFAS
813
Level Four Advisory Services
Texas
$4.49M +$637K +10,274 +17%
PWM
814
Perigon Wealth Management
California
$4.47M +$88.8K +1,432 +2%
CCP
815
Clough Capital Partners
Massachusetts
$4.47M – – –
WWM
816
Western Wealth Management
Colorado
$4.47M +$29K +467 +0.7%
AAS
817
Ameritas Advisory Services
Nebraska
$4.46M -$243K -3,832 -5%
OC
818
Oakworth Capital
Alabama
$4.44M -$17.8K -287 -0.4%
MGIA
819
Moneta Group Investment Advisors
Missouri
$4.43M +$753K +12,135 +20%
RAG
820
RIA Advisory Group
Iowa
$4.43M -$359K -5,789 -8%
AG
821
Ascent Group
Virginia
$4.42M -$32K -516 -0.7%
GH
822
GAM Holding
Switzerland
$4.41M +$57.4K +926 +1%
CCM
823
Chilton Capital Management
Texas
$4.4M +$55K +887 +1%
PL
824
Parthenon LLC
Kentucky
$4.4M – – –
BCFS
825
Butensky & Cohen Financial Security
Florida
$4.39M -$96.6K -1,557 -2%
31 32
33
34 35