KO icon

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 %
LPIC
1176
LeJeune Puetz Investment Counsel
Michigan
$2.02M – – –
BCM
1177
Bayesian Capital Management
New York
$2.02M +$2.02M +31,719 New
Jennison Associates
1178
Jennison Associates
New York
$2.02M +$1.49M +23,492 +287%
SLA
1179
Silver Lake Advisory
Utah
$2.01M +$13.7K +216 +0.7%
MFG
1180
Merit Financial Group
Georgia
$2.01M +$367K +5,773 +22%
APG
1181
Abacus Planning Group
South Carolina
$2.01M -$44.1K -694 -2%
FFA
1182
First Foundation Advisors
California
$2M +$158K +2,480 +9%
HIC
1183
Holderness Investments Company
North Carolina
$2M +$254 +4 +0%
ATC
1184
Adirondack Trust Company
New York
$2M +$4.77K +75 +0.2%
WAP
1185
Wealthcare Advisory Partners
Pennsylvania
$2M +$88.7K +1,395 +5%
XWM
1186
Xcel Wealth Management
Florida
$2M -$668K -10,500 -25%
BWP
1187
BSW Wealth Partners
Colorado
$1.99M -$64.8K -1,018 -3%
CAC
1188
Certified Advisory Corp
Florida
$1.99M +$22.8K +358 +1%
BIP
1189
Blueprint Investment Partners
North Carolina
$1.98M +$705K +11,086 +55%
LIA
1190
LBMC Investment Advisors
Tennessee
$1.98M +$954 +15 +0%
CIC
1191
Cornercap Investment Counsel
Georgia
$1.98M -$33.3K -524 -2%
CIA
1192
Cohen Investment Advisors
New Hampshire
$1.98M +$5.41K +85 +0.3%
XT
1193
XTX Topco
Cayman Islands
$1.98M +$1.98M +31,055 New
NB
1194
Nicolet Bankshares
Wisconsin
$1.97M -$104K -1,989 -5%
DI
1195
Diligent Investors
California
$1.95M +$11.3K +177 +0.6%
BCM
1196
Boltwood Capital Management
California
$1.95M -$28.2K -444 -1%
EL
1197
EMFO LLC
Florida
$1.95M -$28K -440 -1%
LCM
1198
LVM Capital Management
Michigan
$1.95M +$12.7K +200 +0.7%
VAS
1199
Valicenti Advisory Services
New York
$1.95M -$25.4K -400 -1%
PFSC
1200
Peoples Financial Services Corp
Pennsylvania
$1.94M -$132K -2,073 -6%
46 47
48
49 50