Coca-Cola
2,990 hedge funds and large institutions have $183B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 328 funds opening new positions, 1,154 increasing their positions, 1,230 reducing their positions, and 121 closing their positions.
171% more first-time investments, than exits
New positions opened: 328 | Existing positions closed: 121
7% more capital invested
Capital invested by funds: $171B → $183B (+$12.4B)
6% more funds holding
Funds holding: 2,828 → 2,990 (+162)
1.95% more ownership
Funds ownership: 69.84% → 71.79% (+1.9%)
9% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.62B
6% less repeat investments, than reductions
Existing positions increased: 1,154 | Existing positions reduced: 1,230
4% less funds holding in top 10
Funds holding in top 10: 71 → 68 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.85B |
| 2 |
State Street
Boston,
Massachusetts
|
+$913M |
| 3 |
BlackRock
New York
|
+$639M |
| 4 |
Man Group
London,
United Kingdom
|
+$291M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$290M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$417M |
| 2 |
Two Sigma Advisers
New York
|
-$344M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$239M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$215M |
| 5 |
Renaissance Technologies
New York
|
-$214M |
KO Hedge Fund Activity: Q4 2023 in Review
2,990 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2023, worth a combined $183B — up 7.3% from $171B a quarter earlier.
Buyers outnumbered sellers: 328 funds opened new KO positions and 121 closed out — a net gain of 207 holders — while 1,154 added to existing stakes and 1,230 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.85B. The largest seller was DZ Bank, cutting an estimated $417M.
- 2,990 institutional investors held Coca-Cola (KO) as of Q4 2023, up from 2,828 in Q3 2023.
- Funds reported $183B of Coca-Cola stock for Q4 2023, up 7.3% quarter-over-quarter.
- 328 funds opened new Coca-Cola positions in Q4 2023 and 121 closed out, a net change of +207 holders.
- The largest Coca-Cola buyer in Q4 2023 was Morgan Stanley, an estimated $3.85B added.
- The largest Coca-Cola seller in Q4 2023 was DZ Bank, an estimated $417M sold.
Based on aggregated 13F filings for Q4 2023.