KO icon

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 %
AIM
926
Artemis Investment Management
United Kingdom
$3.58M -$3.62M -61,366 -50%
CCG
927
Chatham Capital Group
Georgia
$3.57M -$14.6K -247 -0.4%
MIM
928
MTM Investment Management
South Carolina
$3.57M +$118 +2 +0%
PTC
929
Philadelphia Trust Company
Pennsylvania
$3.56M -$389K -6,606 -10%
DE
930
Day & Ennis
Georgia
$3.51M -$18.5K -314 -0.5%
MCA
931
MSH Capital Advisors
Arizona
$3.5M -$22.2K -377 -0.6%
Verition Fund Management
932
Verition Fund Management
Connecticut
$3.5M +$1.1M +18,739 +46%
LSIA
933
LaSalle St. Investment Advisors
Illinois
$3.49M +$169K +287 +5%
NIM
934
NEOS Investment Management
Connecticut
$3.49M +$811K +13,756 +30%
CFS
935
Cannon Financial Strategists
Georgia
$3.49M – – –
PWMAG
936
Pinnacle Wealth Management Advisory Group
New Jersey
$3.48M -$18K -305 -0.5%
SFA
937
Semmax Financial Advisors
North Carolina
$3.48M -$358K -6,031 -9%
PGAM
938
Princeton Global Asset Management
New Jersey
$3.46M -$26.7K -453 -0.8%
SSB
939
Sandy Spring Bank
Maryland
$3.44M -$1.69M -28,714 -33%
SBIA
940
Sheaff Brock Investment Advisors
Indiana
$3.41M +$7.78K +132 +0.2%
RHDIC
941
R.H. Dinel Investment Counsel
California
$3.39M – – –
RWM
942
Ritholtz Wealth Management
New York
$3.39M -$6.19K -105 -0.2%
AMBIA
943
Allen Mooney & Barnes Investment Advisors
Georgia
$3.38M +$147K +2,493 +5%
KC
944
Kinloch Capital
Virginia
$3.38M -$113K -1,919 -3%
AF
945
Ally Financial
Michigan
$3.36M – – –
TCOV
946
Trust Company of Vermont
Vermont
$3.35M -$755K -12,804 -18%
PCOC
947
Power Corp of Canada
Canada
$3.34M +$3.34M +56,694 New
Walleye Capital
948
Walleye Capital
New York
$3.34M +$3.34M +56,666 New
AWA
949
Arete Wealth Advisors
Illinois
$3.33M +$3.33M +56,582 New
MG
950
Mather Group
Illinois
$3.32M +$184K +3,122 +6%
36 37
38
39 40