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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 %
TC
1001
Telemus Capital
Michigan
$2.89M +$74.3K +1,198 +3%
GC
1002
Gould Capital
Washington
$2.88M -$140K -2,251 -5%
CCA
1003
Checchi Capital Advisers
California
$2.88M -$4.47K -72 -0.2%
BB
1004
Busey Bank
Illinois
$2.86M -$64.7K -1,043 -2%
JIP
1005
Jaffetilchin Investment Partners
Florida
$2.85M -$50.4K -813 -2%
BP
1006
Ballentine Partners
Massachusetts
$2.84M +$812K +13,086 +40%
NWM
1007
Northcape Wealth Management
New York
$2.84M +$2.84M +45,764 New
CAL
1008
Capital Analysts LLC
Pennsylvania
$2.84M +$303K +4,892 +12%
SCA
1009
St. Clair Advisors
Ohio
$2.83M +$1.24M +20,000 +78%
FNT
1010
First National Trust
Pennsylvania
$2.83M +$691K +11,141 +32%
BFO
1011
Boston Family Office
Massachusetts
$2.83M +$3.1K +50 +0.1%
CCIA
1012
Cherry Creek Investment Advisors
Colorado
$2.82M -$24.3K -392 -0.9%
WIS
1013
Wright Investors Service
Connecticut
$2.82M -$41.9K -676 -1%
GFS
1014
GYL Financial Synergies
Connecticut
$2.82M +$543K +8,751 +24%
FA
1015
FDx Advisors
Illinois
$2.82M – – –
NEAM
1016
New England Asset Management
Connecticut
$2.82M -$148K -2,380 -5%
CF
1017
Centaurus Financial
California
$2.81M +$670K +10,810 +31%
FBT
1018
First Bankers Trust
Kentucky
$2.81M +$2.79K +45 +0.1%
MLM
1019
Mount Lucas Management
Pennsylvania
$2.8M +$116K +1,870 +4%
WA
1020
Waverly Advisors
Alabama
$2.8M +$475K +7,656 +20%
PAM
1021
Palisade Asset Management
Minnesota
$2.8M -$95.5K -1,540 -3%
HIM
1022
Harbour Investment Management
Washington
$2.79M +$25.7K +411 +0.9%
AIM
1023
Avity Investment Management
Connecticut
$2.78M -$234K -3,771 -8%
CCM
1024
Chickasaw Capital Management
Tennessee
$2.77M -$124K -2,000 -4%
ECU
1025
Eisler Capital (UK)
United Kingdom
$2.77M +$2.77M +44,616 New
39 40
41
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