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Coca-Cola
KO

Overview Fund Activity

2,866 hedge funds and large institutions have $195B invested in Coca-Cola in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 1,182 increasing their positions, 1,038 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,866
Holders Change
+141
Holders Change %
+5.17%
% of All Funds
46.24%
Holding in Top 10
119
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.48%
% of All Funds
1.92%
New
307
Increased
1,182
Reduced
1,038
Closed
111
Calls
$2.91B
Puts
$2.14B
Net Calls
+$772M
Net Calls Change
+$597M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$682M
2
BlackRock
BlackRock
New York
+$573M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$314M
4
Norges Bank
Norges Bank
Norway
+$288M
5
GQG Partners
GQG Partners
Florida
+$272M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$429M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$348M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$329M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$291M
5
AIM
Artemis Investment Management
United Kingdom
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAG
1151
Armstrong Advisory Group
Massachusetts
$2.09M +$2.09M +32,879 New
DI
1152
DFPG Investments
Utah
$2.09M +$1.85M +29,761 +751%
NPT
1153
Nixon Peabody Trust
Massachusetts
$2.09M -$207K -3,250 -9%
DRS
1154
Deane Retirement Strategies
Louisiana
$2.09M -$8.08K -127 -0.4%
FIM
1155
Fruth Investment Management
Texas
$2.09M -$6.36K -100 -0.3%
SSW
1156
Smith Shellnut Wilson
Mississippi
$2.08M -$20K -315 -1%
BP
1157
Ballentine Partners
Massachusetts
$2.08M +$246K +3,871 +13%
AGP
1158
Autumn Glory Partners
Texas
$2.08M +$530K +8,332 +34%
LRPA
1159
L. Roy Papp & Associates
Arizona
$2.07M -$293K -4,611 -12%
IP
1160
Ignite Planners
California
$2.07M -$392K -6,471 -16%
AFA
1161
Abacus FCF Advisors
Florida
$2.07M +$45.9K +721 +2%
HW
1162
Hedeker Wealth
Illinois
$2.06M -$46K -723 -2%
SAM
1163
Secure Asset Management
Michigan
$2.06M +$1.07M +16,882 +109%
EF
1164
Exeter Financial
Arizona
$2.06M -$12.2K -192 -0.6%
BC
1165
Burney Company
Virginia
$2.06M -$319K -5,015 -13%
CT
1166
Chicago Trust
Illinois
$2.05M -$61.3K -964 -3%
SP
1167
SWS Partners
Ohio
$2.05M +$187K +2,947 +10%
AWM
1168
Aevitas Wealth Management
Massachusetts
$2.05M +$25.8K +406 +1%
OPCM
1169
Osborne Partners Capital Management
California
$2.05M -$71.3K -1,121 -3%
SWM
1170
Silverlake Wealth Management
Vermont
$2.04M +$16K +251 +0.8%
GWM
1171
Geneos Wealth Management
Colorado
$2.03M -$266K -4,175 -12%
FIA
1172
Foundations Investment Advisors
Arizona
$2.02M +$876K +13,764 +76%
DL
1173
DOHJ LLC
Washington
$2.02M +$71.4K +1,122 +4%
CCA
1174
Cobblestone Capital Advisors
New York
$2.02M -$146K -2,292 -7%
DBRC
1175
D.B. Root & Company
Pennsylvania
$2.02M +$19K +299 +1%
45 46
47
48 49