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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 %
RHDIC
901
R.H. Dinel Investment Counsel
California
$3.66M – – –
NRS
902
Neville Rodie & Shaw
New York
$3.64M – – –
MGIA
903
Moneta Group Investment Advisors
Missouri
$3.64M +$215K +3,510 +6%
Credit Agricole
904
Credit Agricole
France
$3.63M -$267K -4,201 -7%
VAS
905
Vestmark Advisory Solutions
Massachusetts
$3.61M +$822K +12,927 +29%
EFI
906
EHP Funds Inc
Canada
$3.61M -$216K -3,400 -6%
SCM
907
Schnieders Capital Management
California
$3.61M +$1.11M +17,526 +45%
GWMIA
908
Global Wealth Management Investment Advisory
Florida
$3.61M +$125K +1,965 +4%
PP
909
PDS Planning
Ohio
$3.6M +$17.7K +278 +0.5%
WFI
910
West Family Investments
California
$3.6M +$21K +330 +0.6%
KIA
911
KCM Investment Advisors
California
$3.59M +$7.7K +121 +0.2%
HH
912
Hilltop Holdings
Texas
$3.59M -$106K -1,661 -3%
LTI
913
Laffer Tengler Investments
Tennessee
$3.58M +$831K +13,062 +30%
CT
914
Colonial Trust
South Carolina
$3.57M +$206K +3,232 +6%
SW
915
SteelPeak Wealth
California
$3.57M -$10.4M -163,798 -74%
PGAM
916
Princeton Global Asset Management
New Jersey
$3.56M +$3.56M +56,031 New
IAS
917
Investment Advisory Services
Texas
$3.54M +$895 +14 +0%
UBV
918
United Bank (Virginia)
Virginia
$3.53M -$505K -7,937 -12%
WC
919
Woodstock Corp
Massachusetts
$3.53M – – –
BHA
920
Beech Hill Advisors
New York
$3.52M +$14.9K +234 +0.4%
MRCM
921
M&R Capital Management
New Jersey
$3.51M +$9.35K +147 +0.3%
RGI
922
River Global Investors
United Kingdom
$3.51M -$118K -1,861 -3%
SFG
923
Summit Financial Group
West Virginia
$3.51M -$73.9K -1,161 -2%
AGM
924
Alpine Global Management
New York
$3.5M -$4.84K -76 -0.1%
GLA
925
Good Life Advisors
Pennsylvania
$3.49M +$73.2K +1,150 +2%
35 36
37
38 39