Coca-Cola
2,980 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,198 increasing their positions, 1,198 reducing their positions, and 145 closing their positions.
20% more first-time investments, than exits
New positions opened: 174 | Existing positions closed: 145
16% more call options, than puts
Call options by funds: $1.79B | Put options by funds: $1.54B
2% more capital invested
Capital invested by funds: $183B → $186B (+$3.13B)
0% more funds holding in top 10
Funds holding in top 10: 68 → 68 (0)
0% more repeat investments, than reductions
Existing positions increased: 1,198 | Existing positions reduced: 1,198
0% less funds holding
Funds holding: 2,990 → 2,980 (-10)
1.19% less ownership
Funds ownership: 71.79% → 70.6% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.08B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$525M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$407M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$294M |
| 5 |
Amundi
Paris,
France
|
+$218M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.05B |
| 2 |
JP Morgan Chase
New York
|
-$1.73B |
| 3 |
BlackRock
New York
|
-$264M |
| 4 |
Barclays
London,
United Kingdom
|
-$175M |
| 5 |
Bank of New York Mellon
New York
|
-$128M |
KO Hedge Fund Activity: Q1 2024 in Review
2,980 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2024, worth a combined $186B — up 1.7% from $183B a quarter earlier.
Buyers outnumbered sellers: 174 funds opened new KO positions and 145 closed out — a net gain of 29 holders — while 1,198 added to existing stakes and 1,198 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $4.05B.
- 2,980 institutional investors held Coca-Cola (KO) as of Q1 2024, down from 2,990 in Q4 2023.
- Funds reported $186B of Coca-Cola stock for Q1 2024, up 1.7% quarter-over-quarter.
- 174 funds opened new Coca-Cola positions in Q1 2024 and 145 closed out, a net change of +29 holders.
- The largest Coca-Cola buyer in Q1 2024 was Franklin Resources, an estimated $1.08B added.
- The largest Coca-Cola seller in Q1 2024 was Morgan Stanley, an estimated $4.05B sold.
Based on aggregated 13F filings for Q1 2024.