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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 %
IUHSA
1401
Itau Unibanco Holding S.A.
Brazil
$1.39M +$382K +6,012 +38%
SWA
1402
Sutton Wealth Advisors
Florida
$1.39M -$53.9K -848 -4%
MC
1403
Martin & Co
Tennessee
$1.39M +$34.3K +540 +3%
CWP
1404
Core Wealth Partners
California
$1.39M +$1.39M +20,703 New
ACA
1405
Aptus Capital Advisors
Alabama
$1.38M +$43.1K +677 +3%
CG
1406
Caprock Group
Idaho
$1.38M +$71.9K +1,131 +6%
CCWA
1407
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.38M +$81.2K +1,276 +6%
WAL
1408
W Advisors LLC
Tennessee
$1.37M -$18.9K -297 -1%
SAM
1409
Summit Asset Management
Tennessee
$1.37M +$2.86K +45 +0.2%
TFA
1410
Transamerica Financial Advisors
Florida
$1.37M +$257K +4,041 +23%
UAM
1411
UAS Asset Management
New York
$1.37M +$1.37M +21,490 New
MCM
1412
Monument Capital Management
Virginia
$1.37M +$160K +2,523 +13%
WGAM
1413
Wilkinson Global Asset Management
New York
$1.37M – – –
KIG
1414
Kennedy Investment Group
New Jersey
$1.37M +$1.37M +21,466 New
T
1415
TOBAM
France
$1.36M +$84.5K +1,328 +7%
PWPS
1416
Pinnacle Wealth Planning Services
Ohio
$1.35M -$367K -5,769 -21%
KIC
1417
Keating Investment Counselors
Florida
$1.35M +$494K +7,760 +57%
SWS
1418
SYSTM Wealth Solutions
Illinois
$1.35M +$1.35M +21,267 New
KFI
1419
Key Financial Inc
Pennsylvania
$1.35M – – –
RPG
1420
Resource Planning Group
Georgia
$1.35M -$92.4K -1,452 -6%
CT
1421
Coastline Trust
Rhode Island
$1.35M -$52.2K -820 -4%
HVP
1422
Hudson Value Partners
Florida
$1.35M +$25.4K +400 +2%
LT
1423
Lindsell Train
United Kingdom
$1.34M – – –
GBT
1424
Grove Bank & Trust
Florida
$1.34M +$10.8K +170 +0.8%
AFM
1425
Andesa Financial Management
Pennsylvania
$1.34M -$681K -10,698 -34%
55 56
57
58 59