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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 %
ADIM
1151
Alpha DNA Investment Management
Maryland
$2.04M +$1.01M +16,267 +98%
FFA
1152
First Foundation Advisors
California
$2.04M +$90.8K +1,464 +5%
GWM
1153
Geneos Wealth Management
Colorado
$2.04M +$58.2K +938 +3%
HW
1154
Hedeker Wealth
Illinois
$2.04M +$29.3K +472 +1%
FIM
1155
Fruth Investment Management
Texas
$2.04M – – –
SSW
1156
Smith Shellnut Wilson
Mississippi
$2.03M – – –
DBRC
1157
D.B. Root & Company
Pennsylvania
$2.02M +$53.8K +868 +3%
OWP
1158
Obermeyer Wealth Partners
Colorado
$2.02M -$970K -15,635 -32%
Nomura Holdings
1159
Nomura Holdings
Japan
$2.02M -$7.04M -113,423 -78%
LRPA
1160
L. Roy Papp & Associates
Arizona
$2.02M – – –
MCM
1161
Manchester Capital Management
Vermont
$2.01M +$229K +3,689 +13%
CANY
1162
Caxton Associates (New York)
New York
$2.01M +$412K +6,635 +26%
CWA
1163
Core Wealth Advisors
Florida
$2.01M +$505K +8,134 +33%
AT
1164
Arden Trust
Delaware
$2.01M -$346K -5,581 -15%
CCA
1165
Cobblestone Capital Advisors
New York
$2.01M +$39.3K +634 +2%
OPCM
1166
Osborne Partners Capital Management
California
$2.01M +$8.19K +132 +0.4%
MPI
1167
Mairs & Power Inc
Minnesota
$2M +$256K +4,123 +15%
ATC
1168
Adirondack Trust Company
New York
$2M +$50.7K +818 +3%
MWM
1169
Mission Wealth Management
California
$2M -$123K -1,977 -6%
RCM
1170
Radnor Capital Management
Pennsylvania
$1.99M +$412K +6,634 +26%
EF
1171
Exeter Financial
Arizona
$1.99M -$46.4K -740 -2%
LPIC
1172
LeJeune Puetz Investment Counsel
Michigan
$1.98M +$13.2K +212 +0.7%
UAS
1173
United Asset Strategies
New York
$1.98M -$9.17M -147,771 -82%
WAP
1174
Wealthcare Advisory Partners
Pennsylvania
$1.98M +$29.3K +472 +2%
IB
1175
Intrust Bank
Kansas
$1.98M +$394K +6,357 +25%
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