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Coca-Cola
KO

3,030 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 1,224 increasing their positions, 1,280 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 102

39% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.13B

5% more capital invested

Capital invested by funds: $186B → $196B (+$10B)

2% more funds holding

Funds holding: 2,979 → 3,030 (+51)

0.97% more ownership

Funds ownership: 70.6% → 71.57% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

4% less repeat investments, than reductions

Existing positions increased: 1,224 | Existing positions reduced: 1,280

Holders
3,030
Holders Change
+51
Holders Change %
+1.71%
% of All Funds
43.76%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
195
Increased
1,224
Reduced
1,280
Closed
102
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.66B
2
Vontobel Holding
Vontobel Holding
Switzerland
+$1.01B
3
Citadel Advisors
Citadel Advisors
Florida
+$451M
4
JP Morgan Chase
JP Morgan Chase
New York
+$389M
5
UBS AM
UBS AM
Illinois
+$379M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$206M
3
CWP
Capital Wealth Planning
Florida
-$189M
4
Invesco
Invesco
Georgia
-$172M
5
Bank of America
Bank of America
North Carolina
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2801
Investment Advisory Group
Massachusetts
$206K +$200K +3,232 New
VWM
2802
Vigilare Wealth Management
Arizona
$206K +$200K +3,229 New
IPA
2803
Investment Planning Advisors
Georgia
$205K +$200K +3,224 New
SMF
2804
Sterling Manor Financial
New York
$205K +$199K +3,213 New
SEA
2805
Stegent Equity Advisors
Texas
$205K -$471K -7,604 -70%
SPWG
2806
Syntegra Private Wealth Group
Missouri
$204K +$199K +3,207 New
WAM
2807
Wallington Asset Management
Indiana
$204K +$199K +3,208 New
UC
2808
Unio Capital
New Jersey
$204K +$198K +3,200 New
RA
2809
Rational Advisors
New York
$203K +$145K +2,348 +278%
CB
2810
Centennial Bank
Arkansas
$203K +$2.48K +40 +1%
KCM
2811
KRS Capital Management
Michigan
$203K -$27.4K -442 -12%
AWA
2812
Aletheian Wealth Advisors
Washington
$203K +$197K +3,190 New
BIA
2813
BHK Investment Advisors
Alabama
$203K +$197K +3,189 New
Legacy Financial Group (Iowa)
2814
Legacy Financial Group (Iowa)
Iowa
$203K -$9.22K -149 -4%
MPCA
2815
Madison Park Capital Advisors
Washington
$202K +$196K +3,174 New
UWS
2816
Unique Wealth Strategies
Illinois
$201K – – –
KWM
2817
Kolinsky Wealth Management
New Jersey
$201K -$9.97K -161 -5%
IFPG
2818
Intrepid Financial Planning Group
Indiana
$201K +$196K +3,162 New
BAM
2819
BOS Asset Management
Illinois
$201K -$7.24K -117 -4%
AHB
2820
Abner Herrman & Brock
New Jersey
$201K +$196K +3,165 New
TWM
2821
Tanager Wealth Management
United Kingdom
$200K +$193K +3,124 New
LFA
2822
Lauterbach Financial Advisors
Texas
$200K +$179K +2,889 New
SP
2823
SWS Partners
Ohio
$195K +$190K +3,066 New
BAM
2824
Bellevue Asset Management
Washington
$195K +$495 +8 +0.3%
APW
2825
Acima Private Wealth
Virginia
$194K – – –
111 112
113
114 115

KO Hedge Fund Activity: Q2 2024 in Review

3,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2024, worth a combined $196B — up 5.4% from $186B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new KO positions and 102 closed out — a net gain of 93 holders — while 1,224 added to existing stakes and 1,280 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.66B. The largest seller was Nordea Investment Management, cutting an estimated $214M.

  • 3,030 institutional investors held Coca-Cola (KO) as of Q2 2024, up from 2,979 in Q1 2024.
  • Funds reported $196B of Coca-Cola stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 195 funds opened new Coca-Cola positions in Q2 2024 and 102 closed out, a net change of +93 holders.
  • The largest Coca-Cola buyer in Q2 2024 was GQG Partners, an estimated $1.66B added.
  • The largest Coca-Cola seller in Q2 2024 was Nordea Investment Management, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2024.