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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 %
BWM
2576
Buska Wealth Management
Wisconsin
$309K +$309K +4,298 New
AA
2577
Aufman Associates
Pennsylvania
$308K +$28K +389 +10%
KWM
2578
KFG Wealth Management
Indiana
$308K -$75.9K -1,056 -20%
EBT
2579
Enterprise Bank & Trust
Massachusetts
$307K -$2.08K -29 -0.7%
HKIMG
2580
Hutchens & Kramer Investment Management Group
Indiana
$307K +$307K +4,286 New
FSG
2581
Financial Strategies Group
Michigan
$306K -$36.7K -522 -11%
LB
2582
Legacy Bridge
Iowa
$306K – – –
MWM
2583
Mascoma Wealth Management
New Hampshire
$304K – – –
B
2584
Bensler
Washington
$304K -$8.34K -116 -3%
LAM
2585
Lewis Asset Management
California
$304K +$44.3K +617 +17%
GA
2586
GSG Advisors
New Jersey
$303K +$33.6K +469 +12%
SA
2587
SL Advisors
New Jersey
$303K -$8.26K -115 -3%
DG
2588
DMC Group
Alabama
$303K -$1.44K -20 -0.5%
BSSFA
2589
Baron Silver Stevens Financial Advisors
Florida
$302K -$2.3K -32 -0.8%
PFP
2590
Paragon Financial Partners
California
$302K – – –
PWM
2591
Partnership Wealth Management
Maryland
$302K – – –
RFN
2592
Redwood Financial Network
Ohio
$302K -$64.4K -896 -18%
KHCM
2593
Kirtland Hills Capital Management
Ohio
$300K +$647 +9 +0.2%
CFSG
2594
Community Financial Services Group
Vermont
$300K -$52.1K -725 -15%
FIBT
2595
First International Bank & Trust
North Dakota
$300K +$3.59K +50 +1%
TA
2596
TruWealth Advisors
Louisiana
$299K +$3.23K +45 +1%
PIM
2597
Pullen Investment Management
Florida
$299K – – –
ST
2598
Sageworth Trust
Pennsylvania
$298K -$25.9K -361 -8%
NCM
2599
NCM Capital Management
New Jersey
$298K – – –
VPWA
2600
Vestia Personal Wealth Advisors
Indiana
$297K +$7.4K +103 +3%
102 103
104
105 106