Coca-Cola
2,883 hedge funds and large institutions have $184B invested in Coca-Cola in 2023 Q2 according to their latest regulatory filings, with 143 funds opening new positions, 1,208 increasing their positions, 1,175 reducing their positions, and 112 closing their positions.
28% more first-time investments, than exits
New positions opened: 143 | Existing positions closed: 112
20% more call options, than puts
Call options by funds: $1.86B | Put options by funds: $1.54B
3% more repeat investments, than reductions
Existing positions increased: 1,208 | Existing positions reduced: 1,175
0% more funds holding
Funds holding: 2,873 → 2,883 (+10)
0.28% more ownership
Funds ownership: 69.89% → 70.17% (+0.28%)
3% less capital invested
Capital invested by funds: $189B → $184B (-$5.05B)
5% less funds holding in top 10
Funds holding in top 10: 91 → 86 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$532M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$400M |
| 3 |
Man Group
London,
United Kingdom
|
+$325M |
| 4 |
JP Morgan Chase
New York
|
+$268M |
| 5 |
Janus Henderson Group
London,
|
+$203M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$745M |
| 2 |
BlackRock
New York
|
-$557M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$495M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$325M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$245M |
KO Hedge Fund Activity: Q2 2023 in Review
2,883 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2023, worth a combined $184B — down 2.7% from $189B a quarter earlier.
Buyers outnumbered sellers: 143 funds opened new KO positions and 112 closed out — a net gain of 31 holders — while 1,208 added to existing stakes and 1,175 trimmed.
The largest buyer was Barclays, adding an estimated $532M. The largest seller was Wellington Management Group, cutting an estimated $745M.
- 2,883 institutional investors held Coca-Cola (KO) as of Q2 2023, up from 2,873 in Q1 2023.
- Funds reported $184B of Coca-Cola stock for Q2 2023, down 2.7% quarter-over-quarter.
- 143 funds opened new Coca-Cola positions in Q2 2023 and 112 closed out, a net change of +31 holders.
- The largest Coca-Cola buyer in Q2 2023 was Barclays, an estimated $532M added.
- The largest Coca-Cola seller in Q2 2023 was Wellington Management Group, an estimated $745M sold.
Based on aggregated 13F filings for Q2 2023.