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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 %
SPWG
2751
Syntegra Private Wealth Group
Missouri
$243K +$13K +181 +6%
TF
2752
TLWM Financial
Texas
$243K -$98.4K -1,370 -29%
SPIA
2753
Strategic Point Investment Advisors
Rhode Island
$243K – – –
VPP
2754
Vertex Planning Partners
Illinois
$243K +$1.15K +16 +0.5%
IAG
2755
Investment Advisory Group
Massachusetts
$243K +$10.5K +146 +5%
GF
2756
Gimbal Financial
Indiana
$243K +$1.08K +16 +0.4%
B
2757
Birchbrook
Maine
$242K – – –
PIA
2758
Powell Investment Advisors
Florida
$242K +$72 +1 +0%
CH
2759
Canton Hathaway
Rhode Island
$242K – – –
MPW
2760
Monterey Private Wealth
California
$241K +$431 +6 +0.2%
NCG
2761
Newport Capital Group
New Jersey
$240K -$10.3K -144 -4%
PWP
2762
Phillips Wealth Planners
Mississippi
$240K +$5.58K +79 +2%
CFIA
2763
Cantor Fitzgerald Investment Advisors
New York
$240K -$50.3K -700 -17%
SWP
2764
Summit Wealth Partners
Florida
$239K -$19.7K -274 -8%
JEST
2765
JTC Employer Solutions Trustee
Jersey
$239K – – –
CIC
2766
Cutler Investment Counsel
Oregon
$239K -$5.14K -71 -2%
PWC
2767
PYA Waltman Capital
Tennessee
$239K +$239K +3,320 New
MCAI
2768
Members Capital Advisors Inc
Wisconsin
$239K – – –
WCM
2769
WealthBridge Capital Management
Ohio
$238K -$1.37K -19 -0.6%
UAML
2770
US Asset Management LLC
Pennsylvania
$237K -$5.67K -90 -2%
RC
2771
Rovin Capital
Arizona
$237K +$237K +3,296 New
Massachusetts Financial Services
2772
Massachusetts Financial Services
Massachusetts
$237K -$25.7K -357 -10%
NFG
2773
Northeast Financial Group
Pennsylvania
$236K – – –
SW
2774
SMART Wealth
Nebraska
$235K +$862 +12 +0.4%
HCA
2775
Heck Capital Advisors
Wisconsin
$235K -$6.4K -89 -3%
109 110
111
112 113