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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 %
CTI
976
Community Trust & Investment
Kentucky
$3.04M +$1.32M +21,253 +77%
BS
977
Biglari Sardar
$3.04M +$438K +7,056 +17%
MMHP
978
Murphy Middleton Hinkle & Parker
Georgia
$3.03M -$18.6K -300 -0.6%
HP
979
Hikari Power
Japan
$3M – – –
MWM
980
Meridian Wealth Management
Kentucky
$3M +$763K +12,299 +34%
HIP
981
HUB Investment Partners
Texas
$2.99M +$181K +2,919 +6%
VCM
982
Violich Capital Management
California
$2.99M – – –
SAM
983
Sompo Asset Management
Japan
$2.98M +$317K +5,110 +12%
ACM
984
AlphaStar Capital Management
North Carolina
$2.98M -$1.9M -30,657 -39%
DGAM
985
Desjardins Global Asset Management
Quebec, Canada
$2.97M +$1.44M +23,212 +94%
TF
986
Tompkins Financial
New York
$2.96M – – –
CI
987
Cigna Investments
Connecticut
$2.96M -$52.4K -844 -2%
MAA
988
Matrix Asset Advisors
New York
$2.96M -$4.78M -77,040 -62%
TTWM
989
TCV Trust & Wealth Management
Virginia
$2.95M +$76.4K +1,231 +3%
QI
990
Qtron Investments
Massachusetts
$2.95M -$72.9K -1,176 -2%
MSAM
991
Moloney Securities Asset Management
Missouri
$2.94M -$86.5K -1,395 -3%
TBNY
992
Trustco Bank (New York)
New York
$2.94M -$62.7K -1,010 -2%
FMAEN1
993
Fund Management at Engine No 1
California
$2.93M +$270K +4,360 +10%
GCM
994
Gables Capital Management
Florida
$2.93M +$6.2K +100 +0.2%
BCM
995
Brookstone Capital Management
Illinois
$2.92M -$397K -6,258 -12%
CCG
996
Cypress Capital Group
Florida
$2.92M -$53.7K -866 -2%
CWM
997
C2C Wealth Management
Arizona
$2.91M +$12.5K +200 +0.4%
CWG
998
Cornerstone Wealth Group
North Carolina
$2.9M +$17.2K +278 +0.6%
BHBT
999
Burke & Herbert Bank & Trust
Virginia
$2.89M -$64.4K -1,039 -2%
KOCAA
1000
Knights of Columbus Asset Advisors
Connecticut
$2.89M +$728K +11,731 +34%
38 39
40
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