Coca-Cola
2,994 hedge funds and large institutions have $179B invested in Coca-Cola in 2023 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 1,156 increasing their positions, 1,229 reducing their positions, and 121 closing their positions.
174% more first-time investments, than exits
New positions opened: 331 | Existing positions closed: 121
6% more funds holding
Funds holding: 2,829 → 2,994 (+165)
8% more call options, than puts
Call options by funds: $1.76B | Put options by funds: $1.62B
5% more capital invested
Capital invested by funds: $171B → $179B (+$8.17B)
0.29% more ownership
Funds ownership: 69.83% → 70.12% (+0.29%)
6% less repeat investments, than reductions
Existing positions increased: 1,156 | Existing positions reduced: 1,229
4% less funds holding in top 10
Funds holding in top 10: 70 → 67 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$913M |
| 2 |
BlackRock
New York
|
+$639M |
| 3 |
Man Group
London,
United Kingdom
|
+$291M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$290M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$280M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$417M |
| 2 |
Morgan Stanley
New York
|
-$358M |
| 3 |
Two Sigma Advisers
New York
|
-$344M |
| 4 |
Janus Henderson Group
London,
|
-$239M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$215M |
KO Hedge Fund Activity: Q4 2023 in Review
2,994 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2023, worth a combined $179B — up 4.8% from $171B a quarter earlier.
Buyers outnumbered sellers: 331 funds opened new KO positions and 121 closed out — a net gain of 210 holders — while 1,156 added to existing stakes and 1,229 trimmed.
The largest buyer was State Street, adding an estimated $913M. The largest seller was DZ Bank, cutting an estimated $417M.
- 2,994 institutional investors held Coca-Cola (KO) as of Q4 2023, up from 2,829 in Q3 2023.
- Funds reported $179B of Coca-Cola stock for Q4 2023, up 4.8% quarter-over-quarter.
- 331 funds opened new Coca-Cola positions in Q4 2023 and 121 closed out, a net change of +210 holders.
- The largest Coca-Cola buyer in Q4 2023 was State Street, an estimated $913M added.
- The largest Coca-Cola seller in Q4 2023 was DZ Bank, an estimated $417M sold.
Based on aggregated 13F filings for Q4 2023.