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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 %
CCM
1001
Chickasaw Capital Management
Tennessee
$2.97M -$82K -1,290 -3%
CWG
1002
Cornerstone Wealth Group
North Carolina
$2.96M +$4.52K +71 +0.2%
CCA
1003
Checchi Capital Advisers
California
$2.96M -$220K -3,465 -7%
TTWM
1004
TCV Trust & Wealth Management
Virginia
$2.95M -$29.3K -460 -1%
WIS
1005
Wright Investors Service
Connecticut
$2.94M +$73.2K +1,151 +3%
Walleye Capital
1006
Walleye Capital
New York
$2.93M +$1.58M +24,782 +116%
SP
1007
Symmetry Partners
Connecticut
$2.92M -$1.35M -21,225 -32%
CCIA
1008
Cherry Creek Investment Advisors
Colorado
$2.92M +$3.37K +53 +0.1%
BFO
1009
Boston Family Office
Massachusetts
$2.9M -$7.51K -118 -0.3%
RWA
1010
Ropes Wealth Advisors
Massachusetts
$2.89M +$85.7K +1,348 +3%
HIP
1011
HUB Investment Partners
Texas
$2.89M +$108K +1,692 +4%
FBT
1012
First Bankers Trust
Kentucky
$2.88M -$1.46K -23 -0.1%
TC
1013
Telemus Capital
Michigan
$2.87M +$20.2K +318 +0.7%
IAM
1014
Innovis Asset Management
Illinois
$2.85M +$2.85M +44,850 New
JCM
1015
Janney Capital Management
Pennsylvania
$2.84M +$275K +4,326 +11%
SHFA
1016
SS&H Financial Advisors
Michigan
$2.84M – – –
LBC
1017
Lawrence B. Cohen
$2.82M +$238K +3,746 +9%
HIM
1018
Harbour Investment Management
Washington
$2.82M – – –
FA
1019
FDx Advisors
Illinois
$2.82M +$1.02M +16,000 +57%
SS
1020
Simplicity Solutions
Minnesota
$2.81M -$236K -3,716 -8%
JWM
1021
Jackson Wealth Management
Florida
$2.8M -$84.3K -1,326 -3%
CWM
1022
C2C Wealth Management
Arizona
$2.79M – – –
CIA
1023
Citadel Investment Advisory
Ohio
$2.78M -$105K -1,650 -4%
SWM
1024
SeaCrest Wealth Management
New York
$2.77M +$111K +1,744 +4%
CAM
1025
Centre Asset Management
New York
$2.76M -$78K -1,226 -3%
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