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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 %
BFA
1251
Brendel Financial Advisors
New Hampshire
$1.78M +$1.78M +30,227 New
PIM
1252
Penobscot Investment Management
Massachusetts
$1.77M +$123K +2,084 +7%
EI
1253
Ethic Inc
New York
$1.77M +$233K +3,956 +15%
CBTWT
1254
Community Bank & Trust (Waco, Texas)
Texas
$1.77M +$49K +831 +3%
LCM
1255
LVM Capital Management
Michigan
$1.77M – – –
BCP
1256
Blackhawk Capital Partners
Wisconsin
$1.77M +$1.55M +26,351 +721%
TPI
1257
Trust Point Inc
Wisconsin
$1.77M +$1.77M +30,002 New
VAS
1258
Valicenti Advisory Services
New York
$1.77M -$11.2K -190 -0.6%
LSA
1259
Lion Street Advisors
Texas
$1.76M -$114K -1,934 -6%
RWP
1260
Ridgecrest Wealth Partners
California
$1.76M -$35.4K -600 -2%
LRPA
1261
L. Roy Papp & Associates
Arizona
$1.76M -$219K -3,718 -11%
SWM
1262
Silverlake Wealth Management
Vermont
$1.76M -$33K -560 -2%
BFA
1263
Beaumont Financial Advisors
Massachusetts
$1.75M -$14.6K -248 -0.8%
CIA
1264
Cohen Investment Advisors
New Hampshire
$1.75M -$103K -1,740 -6%
EP
1265
Edgestream Partners
New Jersey
$1.75M +$308K +5,220 +21%
BE
1266
Bonness Enterprises
District of Columbia
$1.74M – – –
BW
1267
Bison Wealth
Georgia
$1.74M +$72.6K +1,232 +4%
MFS
1268
Mirabella Financial Services
United Kingdom
$1.74M +$236 +4 +0%
MME
1269
Meag Munich Ergo
Germany
$1.74M +$82.9K +1,407 +5%
EM
1270
Excalibur Management
Massachusetts
$1.74M -$8.37K -142 -0.5%
SIA
1271
Schechter Investment Advisors
Michigan
$1.73M +$225K +3,811 +15%
NCM
1272
Nelson Capital Management
California
$1.73M -$256K -4,350 -13%
CIP
1273
Convergence Investment Partners
Florida
$1.72M +$172K +2,915 +11%
AWE
1274
Avidian Wealth Enterprises
Texas
$1.72M -$92.5K -1,569 -5%
SB
1275
Strategic Blueprint
Georgia
$1.72M +$13.2K +224 +0.8%
49 50
51
52 53