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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 %
SHFA
1026
SS&H Financial Advisors
Michigan
$2.77M – – –
AAM
1027
Azzad Asset Management
Virginia
$2.75M -$167K -2,689 -6%
SWM
1028
SeaCrest Wealth Management
New York
$2.75M +$44.5K +717 +2%
PIA
1029
Perennial Investment Advisors
California
$2.75M +$56.2K +906 +2%
AWA
1030
Arete Wealth Advisors
Illinois
$2.74M +$121K +1,958 +5%
CAM
1031
Centre Asset Management
New York
$2.74M +$42.9K +692 +2%
JWM
1032
Jackson Wealth Management
Florida
$2.73M -$4.4K -71 -0.2%
HWAM
1033
Hennion & Walsh Asset Management
New Jersey
$2.72M -$179K -2,880 -6%
CIA
1034
Citadel Investment Advisory
Ohio
$2.71M – – –
GC
1035
Gratus Capital
Georgia
$2.71M +$18.5K +298 +0.7%
LS
1036
Leelyn Smith
Illinois
$2.69M +$33.2K +535 +1%
VCA
1037
Verdence Capital Advisors
Maryland
$2.68M +$265K +4,269 +11%
ZB
1038
Zions Bancorporation
Utah
$2.68M +$2.2M +35,544 +468%
IAM
1039
Innovis Asset Management
Illinois
$2.67M -$110K -1,767 -4%
MCAI
1040
Members Capital Advisors Inc
Wisconsin
$2.67M – – –
PCA
1041
Providence Capital Advisors
North Carolina
$2.67M +$40.8K +658 +2%
CCM
1042
Campbell Capital Management
Florida
$2.66M – – –
MGWM
1043
Marks Group Wealth Management
Minnesota
$2.66M +$265K +4,276 +11%
WKWM
1044
Walter & Keenan Wealth Management
Indiana
$2.65M -$42.9K -692 -2%
HT
1045
Heritage Trust
Oklahoma
$2.64M – – –
DPIM
1046
Duff & Phelps Investment Management
Illinois
$2.63M +$43.4K +700 +2%
RWA
1047
Ropes Wealth Advisors
Massachusetts
$2.63M -$191K -3,080 -7%
BBA
1048
BLB&B Advisors
Pennsylvania
$2.63M -$248 -4 -0%
TCA
1049
Transcend Capital Advisors
New Jersey
$2.63M +$97.6K +1,574 +4%
AWE
1050
Avidian Wealth Enterprises
Texas
$2.62M +$61.2K +986 +2%
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42
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