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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 %
HWM
2726
Horizon Wealth Management
Illinois
$251K +$1.44K +20 +0.6%
MAM
2727
McLean Asset Management
Virginia
$250K +$2.04K +29 +0.8%
CAM
2728
Concorde Asset Management
Michigan
$250K -$4.89K -68 -2%
VFPW
2729
Vantage Financial Partners (Wisconsin)
Wisconsin
$250K +$250K +3,473 New
CCC
2730
Chelsea Counsel Company
California
$250K -$18.1K -250 -7%
MIA
2731
MeadowBrook Investment Advisors
Michigan
$249K +$4.53K +63 +2%
BWM
2732
BlackDiamond Wealth Management
New York
$249K +$33.8K +535 +16%
AFWM
2733
AMJ Financial Wealth Management
Virginia
$249K +$249K +3,460 New
WTFG
2734
Wells Trecaso Financial Group
Ohio
$248K +$575 +8 +0.2%
NPFS
2735
Novak & Powell Financial Services
Florida
$248K -$14.2K -198 -5%
SNB
2736
Security National Bank
Nebraska
$248K – – –
OP
2737
ORG Partners
Indiana
$248K -$103K -1,434 -29%
BWM
2738
Buckley Wealth Management
Nevada
$247K -$79.5K -1,107 -24%
TCWM
2739
Total Clarity Wealth Management
Illinois
$246K +$216 +3 +0.1%
TFIPS
2740
Towarzystwo Funduszy Inwestycyjnych PZU SA
$246K – – –
EAM
2741
Evanson Asset Management
California
$246K +$144 +2 +0.1%
SIG
2742
Sargent Investment Group
Maryland
$245K +$8.62K +120 +4%
NFA
2743
Northwest Financial Advisors
Virginia
$245K +$359 +5 +0.1%
WI
2744
Wedgewood Investors
Pennsylvania
$245K – – –
MCM
2745
Mendel Capital Management
Arkansas
$245K +$5.82K +81 +2%
CBB
2746
Citizens Business Bank
California
$244K -$8.12K -113 -3%
PFG
2747
Peterson Financial Group
Iowa
$244K +$1.08K +15 +0.4%
CM
2748
Castleark Management
Illinois
$244K – – –
EIA
2749
Eldridge Investment Advisors
New Hampshire
$244K – – –
TFGT
2750
TS Financial Group (TSFG)
Illinois
$244K +$5.17K +72 +2%
108 109
110
111 112