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Coca-Cola
KO

Overview Fund Activity

2,970 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 323 funds opening new positions, 1,149 increasing their positions, 1,224 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,970
Holders Change
+157
Holders Change %
+5.58%
% of All Funds
43.54%
Holding in Top 10
67
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.63%
% of All Funds
0.98%
New
323
Increased
1,149
Reduced
1,224
Closed
121
Calls
$1.76B
Puts
$1.62B
Net Calls
+$140M
Net Calls Change
+$219M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4B
2
State Street
State Street
Massachusetts
+$947M
3
BlackRock
BlackRock
New York
+$663M
4
Man Group
Man Group
United Kingdom
+$301M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$301M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$63B
2
DZ Bank
DZ Bank
Germany
-$433M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$357M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$248M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
1026
Donaldson Capital Management
Indiana
$2.79M -$421K -7,143 -13%
SFM
1027
Signet Financial Management
New Jersey
$2.79M -$165K -2,802 -6%
CWP
1028
CFM Wealth Partners
Texas
$2.79M +$47.3K +803 +2%
CCIA
1029
Cherry Creek Investment Advisors
Colorado
$2.78M +$42.1K +714 +2%
BCM
1030
Brookstone Capital Management
Illinois
$2.77M +$131K +2,219 +5%
JWM
1031
Jackson Wealth Management
Florida
$2.77M +$10.8K +183 +0.4%
MAS
1032
Meeder Advisory Services
Ohio
$2.77M -$90.1K -1,529 -3%
TTWM
1033
TCV Trust & Wealth Management
Virginia
$2.77M -$123K -2,085 -4%
CW
1034
Connectus Wealth
Ohio
$2.77M +$28.8K +488 +1%
VNIM
1035
Vaughan Nelson Investment Management
Texas
$2.76M -$489K -8,300 -15%
IAS
1036
Insigneo Advisory Services
Florida
$2.76M +$302K +5,133 +12%
MCM
1037
Mill Capital Management
North Carolina
$2.75M -$234K -3,967 -8%
GCM
1038
Gables Capital Management
Florida
$2.75M +$10.4K +176 +0.4%
FBT
1039
First Bankers Trust
Kentucky
$2.74M +$85.7K +1,455 +3%
QI
1040
Qtron Investments
Massachusetts
$2.73M – – –
VAM
1041
Veritas Asset Management
United Kingdom
$2.73M – – –
VCM
1042
Violich Capital Management
California
$2.73M -$2.95K -50 -0.1%
Jennison Associates
1043
Jennison Associates
New York
$2.7M -$35.9K -610 -1%
SLI
1044
Sumitomo Life Insurance
Japan
$2.69M -$139K -2,366 -5%
NS
1045
NBC Securities
Alabama
$2.69M -$95.1K -1,614 -3%
IA
1046
IFG Advisory
Georgia
$2.68M -$367K -6,230 -12%
HIM
1047
Harbour Investment Management
Washington
$2.68M +$11.3K +191 +0.4%
TBNY
1048
Trustco Bank (New York)
New York
$2.68M -$38.1K -646 -1%
ECU
1049
Eisler Capital (UK)
United Kingdom
$2.67M -$2.2M -37,333 -45%
GC
1050
Gould Capital
Washington
$2.67M +$16.8K +285 +0.6%
40 41
42
43 44