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Coca-Cola
KO

Overview Fund Activity

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4B
2
State Street
State Street
Massachusetts
+$947M
3
BlackRock
BlackRock
New York
+$663M
4
Man Group
Man Group
United Kingdom
+$301M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$63B
2
DZ Bank
DZ Bank
Germany
-$433M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$357M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$248M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
851
Leavell Investment Management
Alabama
$4.11M +$9.02K +153 +0.2%
RA
852
RFG Advisory
Alabama
$4.1M -$301K -5,115 -7%
TIM
853
Tikehau Investment Management
France
$4.09M -$739K -12,537 -15%
ADL
854
Asset Dedication LLC
California
$4.09M +$11.6K +197 +0.3%
PCA
855
Pallas Capital Advisors
Massachusetts
$4.08M -$2.51M -42,607 -38%
WSTAM
856
Wilbanks Smith & Thomas Asset Management
Virginia
$4.08M -$224K -3,803 -5%
PAMP
857
Polar Asset Management Partners
Ontario, Canada
$4.07M +$4.07M +69,000 New
SA
858
Shilanski & Associates
Alaska
$4.06M -$11.7K -199 -0.3%
TCM
859
Tufton Capital Management
Maryland
$4.05M -$191K -3,243 -5%
LNC
860
Lincoln National Corp
Pennsylvania
$4.04M -$97.9K -1,662 -2%
LI
861
Lafayette Investments
Maryland
$4.04M -$1.59K -27 -0%
VWM
862
Valley Wealth Managers
New Jersey
$4.03M -$36.7K -623 -0.9%
WWM
863
Western Wealth Management
Colorado
$4.03M -$337K -5,721 -8%
TWM
864
TSA Wealth Management
Texas
$4.03M +$4.03M +68,422 New
O
865
Ossiam
France
$4.03M -$1.64M -27,909 -29%
ATPW
866
Ashton Thomas Private Wealth
Arizona
$4.03M +$28.8K +488 +0.7%
EFS
867
Essex Financial Services
Connecticut
$4.02M -$23.6K -400 -0.6%
VSQM
868
V-Square Quantitative Management
Illinois
$4.02M +$2.22M +37,705 +123%
RP
869
Rice Partnership
Hawaii
$4.01M -$1.56M -26,480 -28%
FMWA
870
Forvis Mazars Wealth Advisors
Missouri
$4.01M -$126K -2,132 -3%
BOH
871
Bank of Hawaii
Hawaii
$3.99M -$2.08M -35,232 -34%
CIA
872
Choate Investment Advisors
Massachusetts
$3.98M +$141K +2,389 +4%
IWM
873
IHT Wealth Management
Illinois
$3.95M -$33.2K -564 -0.8%
RAM
874
Roanoke Asset Management
New Jersey
$3.93M +$17.4K +295 +0.4%
JWBC
875
J.W. Burns & Co
New York
$3.93M -$70.4K -1,195 -2%
33 34
35
36 37