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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 %
PA
901
PFG Advisors
Arizona
$3.65M +$46.5K +750 +1%
SP
902
Symmetry Partners
Connecticut
$3.63M +$779K +12,557 +27%
NERM
903
New England Research & Management
Illinois
$3.62M -$69.8K -1,125 -2%
PGAM
904
Princeton Global Asset Management
New Jersey
$3.62M +$140K +2,252 +4%
SFA
905
Sequoia Financial Advisors
Ohio
$3.61M +$418K +6,738 +13%
HH
906
Hilltop Holdings
Texas
$3.61M +$115K +1,854 +3%
KWM
907
Kingsview Wealth Management
Oregon
$3.61M -$2.65M -42,777 -42%
CG
908
Cutler Group
California
$3.59M -$687K -11,072 -16%
GWMIA
909
Global Wealth Management Investment Advisory
Florida
$3.59M +$75.3K +1,214 +2%
FCH
910
Freestone Capital Holdings
Washington
$3.59M -$43.3K -698 -1%
RHDIC
911
R.H. Dinel Investment Counsel
California
$3.57M – – –
GLA
912
Good Life Advisors
Pennsylvania
$3.56M +$148K +2,391 +4%
VP
913
Verum Partners
North Carolina
$3.55M -$150K -2,422 -4%
CT
914
Colonial Trust
South Carolina
$3.53M +$48.8K +786 +1%
AGM
915
Alpine Global Management
New York
$3.53M +$116K +1,866 +3%
IIM
916
Ipswich Investment Management
Massachusetts
$3.52M +$144K +2,325 +4%
AF
917
Allworth Financial
California
$3.51M +$132K +2,131 +4%
NRS
918
Neville Rodie & Shaw
New York
$3.5M -$48.9K -788 -1%
HCMT
919
Highland Capital Management (Tennessee)
Tennessee
$3.49M -$248K -4,000 -7%
BHA
920
Beech Hill Advisors
New York
$3.49M +$52.1K +840 +2%
CW
921
Connectus Wealth
Ohio
$3.45M -$139K -2,246 -4%
UBV
922
United Bank (Virginia)
Virginia
$3.44M -$7.88K -127 -0.2%
LA
923
Legacy Advisors
Pennsylvania
$3.43M +$194K +3,100 +6%
MRCM
924
M&R Capital Management
New Jersey
$3.43M +$4.96K +80 +0.1%
FFWA
925
FRG Family Wealth Advisors
Washington
$3.43M -$161K -2,603 -5%
35 36
37
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