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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 %
CA
1301
Claro Advisors
Massachusetts
$1.62M +$687K +10,798 +73%
PHS
1302
Pekin Hardy Strauss
Illinois
$1.62M -$30.6K -481 -2%
AWP
1303
Accretive Wealth Partners
New Jersey
$1.62M +$891 +14 +0.1%
HIP
1304
Harrell Investment Partners
Texas
$1.62M – – –
GSC
1305
G&S Capital
Colorado
$1.62M +$110K +1,724 +7%
SIM
1306
Stratos Investment Management
Ohio
$1.62M -$89.1K -1,401 -5%
SFS
1307
Stiles Financial Services
Minnesota
$1.62M +$10.5K +165 +0.7%
CM
1308
Capula Management
Cayman Islands
$1.61M -$5.31M -83,446 -77%
BFA
1309
Beaumont Financial Advisors
Massachusetts
$1.61M -$273K -4,284 -14%
KFS
1310
Kurt F. Somerville
$1.61M -$36.9K -580 -2%
UFG
1311
United Fire Group
Iowa
$1.59M – – –
BOC
1312
Barbara Oil Co
Illinois
$1.59M – – –
SLFPAM
1313
St. Louis Financial Planners Asset Management
Missouri
$1.59M +$1.59M +24,995 New
CNC
1314
Citizens & Northern Corp
Pennsylvania
$1.59M +$16.7K +262 +1%
WFS
1315
Widmann Financial Services
Maryland
$1.59M -$5.79K -91 -0.4%
BS
1316
Bessemer Securities
New York
$1.59M -$375K -5,900 -19%
HT
1317
HAP Trading
New York
$1.58M +$563K +8,851 +56%
SAF
1318
Smith Anglin Financial
Texas
$1.57M +$763 +12 +0%
Dodge & Cox
1319
Dodge & Cox
California
$1.57M – – –
BIA
1320
Beacon Investment Advisors
Maryland
$1.57M +$1.57M +24,621 New
DGAM
1321
Desjardins Global Asset Management
Quebec, Canada
$1.57M -$1.49M -23,475 -49%
SC
1322
Sepio Capital
Utah
$1.56M -$293K -4,607 -16%
CIG
1323
Cairn Investment Group
Washington
$1.56M +$59.9K +700 +4%
ZCA
1324
Zeke Capital Advisors
Pennsylvania
$1.56M -$28.4K -446 -2%
SNBOSD
1325
Security National Bank of So Dak
Iowa
$1.56M +$21K +330 +1%
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