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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 %
EA
826
Ellsworth Advisors
Ohio
$4.37M +$172K +2,773 +4%
WIC
827
Woodmont Investment Counsel
Tennessee
$4.35M -$93.7K -1,510 -2%
WSFS
828
Wilmington Savings Fund Society
Delaware
$4.35M -$74.2K -1,196 -2%
CW
829
CreativeOne Wealth
Kansas
$4.35M +$621K +10,008 +17%
JHCP
830
Jackson Hole Capital Partners
Oklahoma
$4.35M +$198K +3,193 +5%
KIA
831
KCM Investment Advisors
California
$4.35M +$847K +13,649 +24%
LIM
832
Leavell Investment Management
Alabama
$4.34M -$258K -4,128 -6%
VIA
833
Vident Investment Advisory
Georgia
$4.33M -$8.39M -135,193 -66%
JWBC
834
J.W. Burns & Co
New York
$4.33M +$71K +1,145 +2%
GA
835
Gateway Advisory
New Jersey
$4.33M +$3.32M +53,585 +330%
LI
836
Lafayette Investments
Maryland
$4.29M -$177K -2,850 -4%
BMA
837
Brooks Moore & Associates
Tennessee
$4.27M +$931K +15,013 +28%
CFGS
838
Concourse Financial Group Securities
Alabama
$4.26M -$124K -1,991 -3%
EFS
839
Essex Financial Services
Connecticut
$4.23M -$50.6K -815 -1%
FTDI
840
First Trust Direct Indexing
Massachusetts
$4.22M +$202K +3,252 +5%
Credit Agricole
841
Credit Agricole
France
$4.22M +$674K +10,861 +19%
JPMIA
842
J.P. Marvel Investment Advisors
Massachusetts
$4.21M – – –
DWP
843
Daymark Wealth Partners
Ohio
$4.2M -$486K -7,835 -10%
4WM
844
44 Wealth Management
Oregon
$4.2M +$157K +2,538 +4%
CIA
845
Choate Investment Advisors
Massachusetts
$4.2M -$133K -2,149 -3%
RA
846
RFG Advisory
Alabama
$4.2M -$25.1K -404 -0.6%
AssetMark Inc
847
AssetMark Inc
California
$4.19M +$401K +6,469 +11%
RPWA
848
Regent Peak Wealth Advisors
Georgia
$4.18M +$2.49M +98,600 +147%
NIM
849
Nicollet Investment Management
Minnesota
$4.18M -$130K -2,090 -3%
BBL
850
Beck Bode LLC
Massachusetts
$4.18M +$4.18M +67,346 New
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