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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
2526
Unified Investment Management
Georgia
$344K +$360K +5,520 New
MHC
2527
May Hill Capital
Massachusetts
$343K +$360K +5,511 New
SRC
2528
Sage Rhino Capital
California
$342K -$4.24K -65 -1%
LSPW
2529
Lake Street Private Wealth
Illinois
$340K -$73.3K -1,123 -17%
OAS
2530
Optivise Advisory Services
Tennessee
$340K +$55.5K +850 +18%
SCM
2531
Stevens Capital Management
Pennsylvania
$340K -$2.88M -44,152 -89%
TCOTS
2532
Trust Company of the South
North Carolina
$340K -$54.1K -829 -13%
SEA
2533
Stegent Equity Advisors
Texas
$339K +$89.9K +1,378 +34%
IW
2534
Instrumental Wealth
Florida
$339K +$457 +7 +0.1%
LBC
2535
Leigh Baldwin & Co
New York
$338K +$354K +5,430 New
PCFFS
2536
Pacific Center for Financial Services
California
$338K
GAA
2537
Global Assets Advisory
Florida
$337K -$6.14K -94 -2%
BS
2538
Brighton Securities
New York
$337K +$354K +5,418 New
AI
2539
AXS Investments
New York
$337K -$2.48K -38 -0.7%
BCM
2540
Becker Capital Management
Oregon
$337K -$404K -6,190 -53%
NLP
2541
Next Level Private
New York
$337K +$1.18K +18 +0.3%
VWA
2542
VSM Wealth Advisory
Maryland
$336K +$353K +5,404 New
BWA
2543
Bordeaux Wealth Advisors
California
$336K -$76.4K -1,171 -18%
BOTPPF
2544
Board of the Pension Protection Fund
United Kingdom
$336K +$352K +5,400 New
SCA
2545
Sippican Capital Advisors
Massachusetts
$336K
HCWM
2546
Hidden Cove Wealth Management
Washington
$336K +$352K +5,399 New
APW
2547
Aurora Private Wealth
New Jersey
$336K -$11.6K -178 -3%
FWM
2548
ForthRight Wealth Management
Georgia
$334K +$2.22K +34 +0.6%
SWM
2549
Sculati Wealth Management
Michigan
$334K -$48K -735 -12%
AL
2550
ADE LLC
Maryland
$334K

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.