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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
2501
Iron Horse Wealth Management
Iowa
$340K +$1.08K +15 +0.3%
HIM
2502
Hanlon Investment Management
New Jersey
$340K +$30.5K +424 +10%
DWAM
2503
Duncan Williams Asset Management
Tennessee
$340K +$340K +4,730 New
CA
2504
CGN Advisors
Kansas
$339K -$81.4K -1,132 -19%
TCBWMS
2505
Texas Capital Bank Wealth Management Services
Texas
$339K -$70.6K -983 -17%
AAM
2506
Augustine Asset Management
Florida
$339K -$6.97K -97 -2%
RFP
2507
Root Financial Partners
California
$339K +$77.1K +1,073 +29%
PCA
2508
Prosperity Capital Advisors
Ohio
$338K +$338K +4,703 New
PCTC
2509
Perkins Coie Trust Company
Washington
$338K – – –
EWS
2510
Eagle Wealth Strategies
New Jersey
$337K +$216 +3 +0.1%
WAM
2511
Wallington Asset Management
Indiana
$337K +$107K +1,485 +46%
MPM
2512
MBB Public Markets
Illinois
$336K -$20.6M -286,104 -98%
FL
2513
Fort LP
Maryland
$335K -$16.2K -226 -5%
CNTOF
2514
Canandaigua National Trust of Florida
New York
$334K +$334K +4,644 New
IW
2515
Instrumental Wealth
Florida
$333K +$6.54K +93 +2%
SC
2516
Sepio Capital
Utah
$333K +$3.95K +55 +1%
FI
2517
Financial Insights
Washington
$333K -$647 -9 -0.2%
NCM
2518
Northwest Capital Management
Oregon
$333K – – –
WCFA
2519
Walkner Condon Financial Advisors
Wisconsin
$333K +$46.3K +645 +16%
HNB
2520
Hilltop National Bank
Wyoming
$332K -$846K -11,766 -72%
WCG
2521
Weaver Consulting Group
California
$332K +$19.5K +272 +6%
TWA
2522
TCI Wealth Advisors
Arizona
$332K -$15.6K -217 -4%
CVA
2523
Central Valley Advisors
California
$332K +$26.5K +369 +9%
APW
2524
Austin Private Wealth
Texas
$332K -$3.59K -50 -1%
PMG
2525
Private Management Group
California
$332K -$12.2K -170 -4%
99 100
101
102 103