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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 %
ATPW
876
Ashton Thomas Private Wealth
Arizona
$3.85M +$3.6K +58 +0.1%
CBNLCF
877
Cognios Beta Neutral Large Cap Fund
Kansas
$3.82M +$6.51K +105 +0.2%
DBT
878
Dubuque Bank & Trust
Iowa
$3.82M -$275K -4,434 -7%
RCA
879
Riverview Capital Advisers
Massachusetts
$3.82M – – –
RVPG
880
Relative Value Partners Group
$3.82M -$16.7K -269 -0.4%
SIC
881
Sigma Investment Counselors
Michigan
$3.81M +$682 +11 +0%
CIA
882
Covington Investment Advisors
Pennsylvania
$3.81M +$218K +3,520 +6%
RWM
883
Ritholtz Wealth Management
New York
$3.8M -$146K -2,348 -4%
SBIA
884
Sheaff Brock Investment Advisors
Indiana
$3.79M +$96.8K +1,560 +3%
PWMAG
885
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M -$155K -2,494 -4%
NSIM
886
North Star Investment Management
Illinois
$3.79M +$124K +2,000 +3%
DE
887
Day & Ennis
Georgia
$3.79M -$7.13K -115 -0.2%
MIM
888
MTM Investment Management
South Carolina
$3.78M +$6.2K +100 +0.2%
CCG
889
Chatham Capital Group
Georgia
$3.77M – – –
BBNA
890
Bremer Bank National Association
Minnesota
$3.74M +$1.87M +30,164 +100%
PAI
891
Pittenger & Anderson Inc
Nebraska
$3.73M +$9.43K +152 +0.3%
BFEC
892
Benjamin F. Edwards & Company
Missouri
$3.73M +$465K +7,495 +14%
KC
893
Kinloch Capital
Virginia
$3.72M +$37.6K +606 +1%
GVAG
894
Great Valley Advisor Group
Delaware
$3.71M -$124K -1,998 -3%
PP
895
PDS Planning
Ohio
$3.71M +$195K +3,151 +6%
VNIM
896
Vaughan Nelson Investment Management
Texas
$3.7M -$685K -11,040 -16%
STC
897
Sarah T. Connolly
$3.69M -$62.4K -1,006 -2%
TCM
898
Teza Capital Management
Illinois
$3.68M +$2.42M +38,999 +193%
HW
899
Hancock Whitney
Mississippi
$3.67M -$76.5K -1,233 -2%
CFS
900
Cannon Financial Strategists
Georgia
$3.67M +$496 +8 +0%
34 35
36
37 38