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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 %
BHBT
1051
Burke & Herbert Bank & Trust
Virginia
$2.67M -$6.19K -105 -0.2%
IGAM
1052
iA Global Asset Management
Quebec, Canada
$2.66M +$15.3K +260 +0.6%
GD
1053
Grandfield & Dodd
New York
$2.66M -$12.3K -209 -0.5%
ITFISA
1054
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.65M +$687K +11,659 +35%
TC
1055
Trilogy Capital
California
$2.65M +$2.65M +44,912 New
BFM
1056
Boston Financial Management
Massachusetts
$2.63M +$610K +10,344 +30%
NP
1057
NorthRock Partners
Minnesota
$2.63M +$947K +16,065 +56%
CAL
1058
Capital Analysts LLC
Pennsylvania
$2.62M -$210K -3,569 -7%
PL
1059
Perpetual Ltd
Australia
$2.62M -$12.4M -209,657 -83%
BCM
1060
BlueCrest Capital Management
Jersey
$2.62M -$701K -11,893 -21%
VV
1061
Verity & Verity
South Carolina
$2.61M -$54.9K -931 -2%
MCB
1062
Morton Community Bank
Illinois
$2.6M +$2.6M +44,172 New
NWM
1063
Northcape Wealth Management
New York
$2.6M -$92.9K -1,576 -3%
CF
1064
Centaurus Financial
California
$2.59M +$98.4K +1,669 +4%
HI
1065
Harbour Investments
Wisconsin
$2.57M +$557K +9,447 +28%
MWM
1066
Meridian Wealth Management
Kentucky
$2.57M -$2.26M -38,309 -47%
FNT
1067
First National Trust
Pennsylvania
$2.57M -$152K -2,578 -6%
SHFA
1068
SS&H Financial Advisors
Michigan
$2.56M -$5.89K -100 -0.2%
DPIM
1069
Duff & Phelps Investment Management
Illinois
$2.56M +$23.6K +400 +0.9%
BB
1070
Busey Bank
Illinois
$2.56M -$44.6K -756 -2%
AAM
1071
Azzad Asset Management
Virginia
$2.55M -$9.13K -155 -0.4%
SF
1072
Summit Financial
New Jersey
$2.55M -$89.2K -1,514 -3%
CWP
1073
Concord Wealth Partners
Virginia
$2.55M +$646K +10,954 +34%
MHS
1074
M Holdings Securities
Oregon
$2.55M -$13K -220 -0.5%
WEG
1075
World Equity Group
Illinois
$2.55M -$25.5K -404 -1%
41 42
43
44 45