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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 %
RWM
851
Ritholtz Wealth Management
New York
$4.05M -$278K -4,374 -6%
PWMAG
852
Pinnacle Wealth Management Advisory Group
New Jersey
$4.05M -$17.3K -272 -0.4%
EA
853
Ellsworth Advisors
Ohio
$4.05M +$149K +2,484 +4%
BCP
854
Blue Chip Partners
Michigan
$4.03M -$60.6K -952 -1%
AG
855
AIA Group
Hong Kong
$4.02M +$1.5M +23,612 +60%
WCM
856
Weik Capital Management
Pennsylvania
$4.01M -$96.4K -1,515 -2%
NSEDCP
857
NJ State Employees Deferred Compensation Plan
New Jersey
$4.01M – – –
AP
858
Americana Partners
Texas
$3.98M -$218K -3,419 -5%
HEIP
859
Hudson Edge Investment Partners
New Jersey
$3.97M -$3.5K -55 -0.1%
LFAS
860
Level Four Advisory Services
Texas
$3.95M +$1.33M +20,878 +51%
PT
861
Plimoth Trust
Massachusetts
$3.94M +$20.3K +319 +0.5%
ATPW
862
Ashton Thomas Private Wealth
Arizona
$3.94M -$710K -11,157 -15%
GVAG
863
Great Valley Advisor Group
Delaware
$3.93M -$100K -1,572 -2%
RVPG
864
Relative Value Partners Group
$3.93M +$32.4K +509 +0.8%
ADL
865
Asset Dedication LLC
California
$3.93M +$311K +4,892 +9%
CBNLCF
866
Cognios Beta Neutral Large Cap Fund
Kansas
$3.92M +$3.92M +61,579 New
RCA
867
Riverview Capital Advisers
Massachusetts
$3.92M +$1.02K +16 +0%
PCM
868
Penserra Capital Management
California
$3.91M +$3.91M +61,511 New
SIC
869
Sigma Investment Counselors
Michigan
$3.91M +$3.24K +51 +0.1%
DE
870
Day & Ennis
Georgia
$3.89M -$124K -1,942 -3%
AssetMark Inc
871
AssetMark Inc
California
$3.89M +$472K +7,417 +14%
MIM
872
MTM Investment Management
South Carolina
$3.87M -$711K -11,174 -16%
CCG
873
Chatham Capital Group
Georgia
$3.87M -$732K -11,514 -16%
EF
874
Empowered Funds
Pennsylvania
$3.86M +$3.6M +56,662 +1,405%
STC
875
Sarah T. Connolly
$3.84M +$7.06K +111 +0.2%
33 34
35
36 37