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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 %
LOAMS
1076
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.55M +$303K +5,147 +14%
AA
1077
Ancora Advisors
Ohio
$2.54M +$16.7K +284 +0.7%
FFS
1078
Founders Financial Securities
Maryland
$2.53M +$51.7K +877 +2%
CIA
1079
Citadel Investment Advisory
Ohio
$2.53M -$23.6K -400 -0.9%
PIA
1080
Perennial Investment Advisors
California
$2.53M +$589 +10 +0%
RMAM
1081
Raab & Moskowitz Asset Management
New Jersey
$2.52M +$127K +2,157 +5%
PWG
1082
Portside Wealth Group
Utah
$2.52M -$147K -2,491 -6%
PCA
1083
Providence Capital Advisors
North Carolina
$2.51M -$82.6K -1,401 -3%
CUAMC
1084
China Universal Asset Management Company
China
$2.5M +$1.68M +28,500 +205%
SCP
1085
Stamos Capital Partners
California
$2.5M -$425K -7,220 -15%
CCM
1086
Chickasaw Capital Management
Tennessee
$2.5M -$63.9K -1,085 -2%
UCB
1087
United Community Bank
South Carolina
$2.49M +$671K +11,388 +37%
LS
1088
Leelyn Smith
Illinois
$2.48M -$4.77K -81 -0.2%
FWTB
1089
First Western Trust Bank
Colorado
$2.48M +$167K +2,829 +7%
MSFS
1090
Main Street Financial Solutions
Pennsylvania
$2.48M +$214K +3,632 +9%
HSA
1091
Hussman Strategic Advisors
Maryland
$2.48M +$2.48M +42,000 New
HT
1092
Heritage Trust
Oklahoma
$2.47M -$10.6K -180 -0.4%
CI
1093
Cigna Investments
Connecticut
$2.47M -$9.02K -153 -0.4%
MAWAG
1094
Mid-American Wealth Advisory Group
Missouri
$2.46M -$255K -4,322 -9%
JE
1095
JMAC Enterprises
Pennsylvania
$2.45M +$203K +3,442 +9%
CIAS
1096
Capital Investment Advisory Services
North Carolina
$2.45M +$21.6K +367 +0.9%
RCM
1097
Radnor Capital Management
Pennsylvania
$2.45M -$112K -1,900 -4%
TF
1098
Tompkins Financial
New York
$2.43M +$139K +2,354 +6%
AP
1099
Arlington Partners
Alabama
$2.43M +$2.43M +41,193 New
DCM
1100
Dudley Capital Management
Virginia
$2.42M +$295 +5 +0%
42 43
44
45 46