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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 %
RIA
1101
Realta Investment Advisors
Delaware
$2.42M -$32.2K -547 -1%
ACM
1102
Allred Capital Management
Texas
$2.42M +$72.9K +1,237 +3%
FMB
1103
Field & Main Bank
Kentucky
$2.42M -$9.37K -159 -0.4%
WKWM
1104
Walter & Keenan Wealth Management
Indiana
$2.41M -$15.9K -269 -0.7%
CCM
1105
Campbell Capital Management
Florida
$2.41M +$2.41M +40,958 New
CAM
1106
Cypress Asset Management
Texas
$2.41M -$33K -560 -1%
LA
1107
Legacy Advisors
Pennsylvania
$2.41M -$784K -13,307 -25%
SJIM
1108
St. Johns Investment Management
Florida
$2.4M -$35.5K -603 -1%
SIC
1109
Sterling Investment Counsel
New York
$2.39M +$58.2K +988 +2%
BTWM
1110
Baker Tilly Wealth Management
Wisconsin
$2.39M -$234K -3,972 -9%
MSA
1111
Marino Stram & Associates
Massachusetts
$2.36M -$11.4K -193 -0.5%
HIC
1112
Holderness Investments Company
North Carolina
$2.36M +$540K +9,167 +30%
SIAG
1113
Signet Investment Advisory Group
Rhode Island
$2.35M +$41.3K +700 +2%
BTW
1114
Boston Trust Walden
Massachusetts
$2.34M -$67.1K -1,138 -3%
MWM
1115
Moran Wealth Management
Florida
$2.34M -$1.1M -18,703 -32%
LWM
1116
LongView Wealth Management
Georgia
$2.34M +$2.34M +38,930 New
NP
1117
Nilsine Partners
Colorado
$2.33M +$50.1K +850 +2%
IA
1118
IFP Advisors
Florida
$2.33M -$719K -12,196 -24%
CAMV
1119
Concord Asset Management (Virginia)
Virginia
$2.32M +$968K +16,432 +71%
NFC
1120
Northeast Financial Consultants
Connecticut
$2.32M -$683K -11,584 -23%
PTC
1121
Private Trust Company
Ohio
$2.31M -$79K -1,340 -3%
KWA
1122
Kingswood Wealth Advisors
California
$2.3M +$2.09M +35,421 +978%
CA
1123
CoreCap Advisors
Michigan
$2.3M +$32K +543 +1%
NIM
1124
Northeast Investment Management
Massachusetts
$2.3M -$71.1K -1,207 -3%
DBRC
1125
D.B. Root & Company
Pennsylvania
$2.27M -$155K -2,627 -6%
43 44
45
46 47