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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 %
ACM
1076
Allred Capital Management
Texas
$2.47M +$8.99K +145 +0.4%
NSAM
1077
North Star Asset Management
Wisconsin
$2.46M +$87.9K +1,417 +4%
LBC
1078
Lawrence B. Cohen
$2.46M -$289K -4,665 -11%
NIM
1079
Northeast Investment Management
Massachusetts
$2.46M – – –
LOAMS
1080
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.46M +$178K +2,877 +8%
Koshinski Asset Management
1081
Koshinski Asset Management
Illinois
$2.45M +$51.5K +831 +2%
DDC
1082
DF Dent & Co
Maryland
$2.45M +$756K +12,182 +45%
MSA
1083
Marino Stram & Associates
Massachusetts
$2.44M +$23.6K +380 +1%
FIA
1084
Foundations Investment Advisors
Arizona
$2.44M +$467K +7,531 +24%
ACA
1085
Anchor Capital Advisors
Massachusetts
$2.44M -$89K -1,435 -4%
FFS
1086
Founders Financial Securities
Maryland
$2.43M +$155K +2,497 +7%
PTC
1087
Private Trust Company
Ohio
$2.42M -$256K -4,134 -10%
SIAG
1088
Signet Investment Advisory Group
Rhode Island
$2.41M +$131K +2,110 +6%
SIC
1089
Sterling Investment Counsel
New York
$2.41M -$46.6K -752 -2%
LIA
1090
LBMC Investment Advisors
Tennessee
$2.4M +$475K +7,650 +25%
FFM
1091
Forum Financial Management
Illinois
$2.4M -$82.2K -1,325 -3%
OAJ
1092
Ogorek Anthony Joseph
New York
$2.4M -$590K -9,508 -20%
AUB
1093
Atlantic Union Bankshares
Virginia
$2.39M -$299K -4,828 -11%
ACMA
1094
Arbor Capital Management (Alaska)
Alaska
$2.39M +$75.7K +1,207 +3%
FCP
1095
Fidelis Capital Partners
Florida
$2.37M +$2.37M +37,097 New
ECM
1096
Evergreen Capital Management
Washington
$2.37M +$630K +10,078 +36%
RC
1097
Roundview Capital
New Jersey
$2.36M -$58.9K -950 -2%
CGL
1098
Clarius Group LLC
Washington
$2.36M -$62.3K -1,005 -3%
SIC
1099
Shoker Investment Counsel
Ohio
$2.34M +$1.55K +25 +0.1%
KFP
1100
Keystone Financial Planning
Ohio
$2.33M -$19.9K -320 -0.8%
42 43
44
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