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Coca-Cola Europacific Partners

527 hedge funds and large institutions have $11B invested in Coca-Cola Europacific Partners in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 184 increasing their positions, 194 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

456% more call options, than puts

Call options by funds: $177M | Put options by funds: $31.8M

84% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 38

6% more funds holding

Funds holding: 499527 (+28)

4% more capital invested

Capital invested by funds: $10.5B → $11B (+$461M)

5% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 194

1.14% less ownership

Funds ownership: 31.45%30.31% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
527
Holders Change
+28
Holders Change %
+5.61%
% of All Funds
7.57%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
70
Increased
184
Reduced
194
Closed
38
Calls
$177M
Puts
$31.8M
Net Calls
+$145M
Net Calls Change
+$42M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$104K +$12.8K +167 +15%
EWP
427
Elevation Wealth Partners
California
$89.8K
TWC
428
TD Waterhouse Canada
Ontario, Canada
$84.2K +$16.3K +213 +24%
SWM
429
Spire Wealth Management
Virginia
$82K -$2.22K -29 -3%
BTI
430
Blue Trust Inc
Georgia
$74.5K +$13.9K +181 +21%
MA
431
Montag & Associates
Georgia
$67.5K
BBHC
432
Brown Brothers Harriman & Co
New York
$67.1K +$61.5K +802 +1,604%
AA
433
Alta Advisers
United Kingdom
$66.2K
CH
434
Cromwell Holdings
Wyoming
$64.6K
Jones Financial Companies
435
Jones Financial Companies
Missouri
$58.7K +$21.5K +280 +60%
LFG
436
Larson Financial Group
Missouri
$54.6K
FMII
437
Farmers & Merchants Investments Inc
Nebraska
$50.4K
PIM
438
Plato Investment Management
Australia
$50.3K +$49K +639 New
NFSG
439
Newbridge Financial Services Group
Florida
$49.5K +$5.75K +75 +14%
GWM
440
Geneos Wealth Management
Colorado
$46.8K +$18.9K +247 +71%
LC
441
Lindbrook Capital
California
$46.3K -$1.3K -17 -3%
HCP
442
Hexagon Capital Partners
Arkansas
$46.2K -$1.84K -24 -4%
WT
443
Whittier Trust
California
$46.1K
SWA
444
SOA Wealth Advisors
New York
$44.7K
CA
445
Crewe Advisors
Utah
$40.6K
NMG
446
New Millennium Group
Utah
$40.3K
WTC
447
WhitTier Trust Company
Nevada
$39.7K +$10.7K +139 +38%
VAMG
448
Voisard Asset Management Group
Michigan
$39.4K
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$35K -$537 -7 -2%
GI
450
GAMMA Investing
California
$34.3K +$613 +8 +2%

CCEP Hedge Fund Activity: Q3 2024 in Review

527 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Europacific Partners (CCEP) for Q3 2024, worth a combined $11B — up 4.4% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new CCEP positions and 38 closed out — a net gain of 32 holders — while 184 added to existing stakes and 194 trimmed.

The largest buyer was UBS AM, adding an estimated $141M. The largest seller was Samlyn Capital, exiting entirely with an estimated $135M sold.

  • 527 institutional investors held Coca-Cola Europacific Partners (CCEP) as of Q3 2024, up from 499 in Q2 2024.
  • Funds reported $11B of Coca-Cola Europacific Partners stock for Q3 2024, up 4.4% quarter-over-quarter.
  • 70 funds opened new Coca-Cola Europacific Partners positions in Q3 2024 and 38 closed out, a net change of +32 holders.
  • The largest Coca-Cola Europacific Partners buyer in Q3 2024 was UBS AM, an estimated $141M added.
  • The largest Coca-Cola Europacific Partners seller in Q3 2024 was Samlyn Capital, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2024.