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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 %
BC
1176
Burney Company
Virginia
$1.97M -$35.7K -575 -2%
AAG
1177
Armstrong Advisory Group
Massachusetts
$1.97M -$67.7K -1,092 -3%
XWM
1178
Xcel Wealth Management
Florida
$1.97M +$22.3K +360 +1%
CAC
1179
Certified Advisory Corp
Florida
$1.97M +$28.5K +459 +1%
AA
1180
Argent Advisors
Louisiana
$1.97M +$146K +2,349 +8%
WG
1181
Winton Group
United Kingdom
$1.96M -$1.24M -20,050 -39%
NPT
1182
Nixon Peabody Trust
Massachusetts
$1.96M -$79K -1,274 -4%
APG
1183
Abacus Planning Group
South Carolina
$1.96M -$1.06K -17 -0.1%
ICG
1184
InterOcean Capital Group
Tennessee
$1.95M -$386K -6,220 -17%
BWP
1185
BSW Wealth Partners
Colorado
$1.95M +$7.26K +117 +0.4%
IIA
1186
ICW Investment Advisors
Arizona
$1.95M +$55.4K +893 +3%
SP
1187
SWS Partners
Ohio
$1.94M -$72.4K -1,158 -4%
TFS
1188
Thoroughbred Financial Services
Tennessee
$1.94M -$523K -8,433 -21%
FIA
1189
FNY Investment Advisers
New York
$1.92M +$1.92M +31,000 New
BCM
1190
Boltwood Capital Management
California
$1.92M +$18.2K +294 +1%
PCA
1191
Peddock Capital Advisors
Massachusetts
$1.92M +$41.3K +665 +2%
WPC
1192
Wedmont Private Capital
Pennsylvania
$1.91M +$418K +6,661 +28%
KA
1193
Kovack Advisors
Florida
$1.91M +$77.6K +1,251 +4%
SWM
1194
Silverlake Wealth Management
Vermont
$1.91M -$81.9K -1,321 -4%
DI
1195
Diligent Investors
California
$1.91M – – –
NA
1196
Nordwand Advisors
Pennsylvania
$1.9M -$2.26M -36,428 -54%
EL
1197
EMFO LLC
Florida
$1.9M – – –
LCM
1198
LVM Capital Management
Michigan
$1.9M – – –
MSFS
1199
Main Street Financial Solutions
Pennsylvania
$1.9M +$203K +3,271 +12%
VAS
1200
Valicenti Advisory Services
New York
$1.9M -$620 -10 -0%
46 47
48
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