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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 %
WKWM
1026
Walter & Keenan Wealth Management
Indiana
$2.76M -$22.8K -358 -0.8%
PIA
1027
Perennial Investment Advisors
California
$2.76M +$16.2K +254 +0.6%
AUB
1028
Atlantic Union Bankshares
Virginia
$2.76M -$15.6K -245 -0.6%
MLM
1029
Mount Lucas Management
Pennsylvania
$2.76M -$27.2K -428 -1%
GC
1030
Gratus Capital
Georgia
$2.76M -$88.3K -1,388 -3%
CAM
1031
Cypress Asset Management
Texas
$2.74M -$145K -2,275 -5%
PTC
1032
Private Trust Company
Ohio
$2.74M -$299K -4,701 -10%
MCAI
1033
Members Capital Advisors Inc
Wisconsin
$2.74M – – –
SAM
1034
Sompo Asset Management
Japan
$2.73M +$28K +440 +1%
CCM
1035
Campbell Capital Management
Florida
$2.73M -$9.03K -142 -0.3%
LS
1036
Leelyn Smith
Illinois
$2.73M +$240K +3,773 +10%
FMAEN1
1037
Fund Management at Engine No 1
California
$2.73M +$345K +5,423 +14%
FNFDCM
1038
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.71M +$112K +1,756 +4%
HT
1039
Heritage Trust
Oklahoma
$2.71M +$199K +3,129 +8%
BBA
1040
BLB&B Advisors
Pennsylvania
$2.7M -$20.3K -319 -0.7%
PCA
1041
Providence Capital Advisors
North Carolina
$2.69M +$18.9K +297 +0.7%
SCP
1042
Stamos Capital Partners
California
$2.69M +$513K +8,060 +24%
BTW
1043
Boston Trust Walden
Massachusetts
$2.68M -$60.4K -950 -2%
BS
1044
Boenning & Scattergood
Pennsylvania
$2.68M -$437K -7,053 -14%
EIA
1045
Edgemoor Investment Advisors
Maryland
$2.67M +$2.43M +38,266 +1,053%
SJIM
1046
St. Johns Investment Management
Florida
$2.67M -$5.79K -91 -0.2%
BS
1047
Biglari Sardar
$2.67M +$434K +6,816 +19%
ISWM
1048
Independent Solutions Wealth Management
New York
$2.66M +$103K +1,626 +4%
RMAM
1049
Raab & Moskowitz Asset Management
New Jersey
$2.66M +$36.5K +574 +1%
DPIM
1050
Duff & Phelps Investment Management
Illinois
$2.65M – – –
40 41
42
43 44