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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 %
PFP
2401
Paragon Financial Partners
California
$293K – – –
FI
2402
Financial Insights
Washington
$293K +$23K +362 +9%
AFT
2403
Alpha Family Trust
California
$293K +$293K +4,600 New
HFG
2404
Heron Financial Group
New York
$292K – – –
LA
2405
Latitude Advisors
Florida
$292K -$17.6K -276 -6%
WWM
2406
Windsor Wealth Management
Indiana
$292K -$1.39K -22 -0.5%
GWP
2407
Gateway Wealth Partners
Wisconsin
$291K +$291K +4,578 New
SFM
2408
Signet Financial Management
New Jersey
$291K -$37.7K -593 -11%
OBWP
2409
O'Brien Wealth Partners
Massachusetts
$291K +$291K +4,571 New
WWC
2410
Waypoint Wealth Counsel
Georgia
$291K +$291K +4,568 New
PK
2411
Pflug Koory
Nebraska
$289K -$35.9K -563 -11%
WRM
2412
Weybosset Research & Management
Rhode Island
$289K – – –
HCP
2413
Holt Capital Partners
Texas
$288K – – –
MA
2414
MKT Advisors
California
$287K -$806 -13 -0.3%
FA
2415
Fiduciary Alliance
South Carolina
$287K +$287K +4,506 New
PFA
2416
Pathway Financial Advisors
Vermont
$286K – – –
AIM
2417
Axiom Investment Management
New York
$286K +$25.4K +400 +10%
ME
2418
McIlrath & Eck
Washington
$286K +$3.94K +62 +1%
WS
2419
Wela Strategies
Georgia
$286K +$4.25K +67 +2%
AFP
2420
Alpha Financial Partners
Kentucky
$285K +$285K +4,485 New
LFA
2421
Landmark Financial Advisors
Kentucky
$285K +$29.3K +460 +11%
WB
2422
West Bancorporation
Iowa
$285K +$32.3K +507 +13%
CA
2423
CGN Advisors
Kansas
$285K -$60.8K -956 -18%
SRC
2424
Sage Rhino Capital
California
$285K +$5.28K +83 +2%
NFSG
2425
Newbridge Financial Services Group
Florida
$284K -$214K -3,365 -43%
95 96
97
98 99