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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 %
JPMIA
876
J.P. Marvel Investment Advisors
Massachusetts
$3.92M -$52.4K -889 -1%
HWAM
877
Hennion & Walsh Asset Management
New Jersey
$3.92M +$699K +11,870 +22%
WI
878
Wahed Invest
New York
$3.92M +$305K +5,184 +8%
SCTC
879
Sanibel Captiva Trust Company
Florida
$3.91M +$3.91M +66,380 New
SCP
880
Sandhill Capital Partners
New York
$3.91M -$385K -6,527 -9%
LCAM
881
London & Capital Asset Management
United Kingdom
$3.91M -$1.29M -21,824 -25%
NIM
882
Nicollet Investment Management
Minnesota
$3.88M -$69K -1,171 -2%
ZB
883
Zions Bancorporation
Utah
$3.87M +$1.2M +20,325 +45%
BHWM
884
Bar Harbor Wealth Management
New Hampshire
$3.87M +$145K +2,466 +4%
MA
885
Mutual Advisors
Nebraska
$3.86M -$102K -1,738 -3%
TG
886
TCW Group
California
$3.85M +$3.85M +65,551 New
BBNA
887
Bremer Bank National Association
Minnesota
$3.84M +$105K +1,781 +3%
PVI
888
Pine Valley Investments
New Jersey
$3.84M +$186K +3,158 +5%
BP
889
Ballentine Partners
Massachusetts
$3.83M +$1.77M +29,983 +85%
WIC
890
WealthBridge Investment Counsel
Alberta, Canada
$3.82M -$17.7K -300 -0.5%
RVPG
891
Relative Value Partners Group
$3.81M +$825 +14 +0%
TW
892
TritonPoint Wealth
Maryland
$3.8M +$3.8M +64,412 New
GFS
893
GYL Financial Synergies
Connecticut
$3.79M +$22.1K +375 +0.6%
PCMC
894
Planning Capital Management Corporation
Pennsylvania
$3.78M +$3.78M +64,170 New
Nomura Holdings
895
Nomura Holdings
Japan
$3.77M -$924K -15,673 -20%
PFS
896
Physicians Financial Services
North Carolina
$3.76M -$29.5K -501 -0.8%
SIC
897
Sigma Investment Counselors
Michigan
$3.76M +$22.7K +385 +0.6%
ACM
898
Argyle Capital Management
Pennsylvania
$3.75M -$751K -12,750 -17%
HDIM
899
Hanson & Doremus Investment Management
Vermont
$3.75M -$92.9K -1,576 -2%
PT
900
Plimoth Trust
Massachusetts
$3.73M -$11.1K -188 -0.3%
34 35
36
37 38