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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 %
BC
2901
Barrett & Company
Rhode Island
$200K -$72 -1 -0%
PSB
2902
Piscataqua Savings Bank
New Hampshire
$195K – – –
CCA
2903
Catalyst Capital Advisors
New York
$194K +$194K +2,702 New
YDMI
2904
Y.D. More Investments
Israel
$193K +$66.6K +929 +53%
PK
2905
Pflug Koory
Nebraska
$192K +$192K +2,677 New
CFS
2906
CGC Financial Services
Oregon
$192K +$23.1K +322 +14%
OC
2907
Oarsman Capital
Wisconsin
$190K +$190K +2,650 New
ACA
2908
Atlas Capital Advisors
Wyoming
$189K – – –
FDP
2909
Financiere des Professionnels
Quebec, Canada
$187K +$187K +2,600 New
CA
2910
Crewe Advisors
Utah
$185K +$1.51K +21 +0.8%
BIA
2911
Bell Investment Advisors
California
$184K -$85.8K -1,194 -32%
SC
2912
Stephens Consulting
Michigan
$183K – – –
WFA
2913
Wellspring Financial Advisors
Ohio
$180K +$180K +10,356 New
MSG
2914
Main Street Group
Virginia
$177K -$3.52K -49 -2%
SAS
2915
Stelac Advisory Services
New York
$174K – – –
TCA
2916
Trifecta Capital Advisors
Illinois
$173K – – –
MLA
2917
MB, Levis & Associates
Pennsylvania
$173K – – –
BHWM
2918
Beaird Harris Wealth Management
Texas
$173K +$63.2K +880 +58%
JSAM
2919
J. Safra Asset Management
New York
$173K +$39.4K +549 +30%
CA
2920
Centerpoint Advisors
Massachusetts
$171K +$6.84K +95 +4%
PP
2921
Pacifica Partners
Canada
$170K +$72 +1 +0%
PP
2922
Pingora Partners
Wyoming
$166K -$17.6K -245 -10%
FCT
2923
First Community Trust
Iowa
$161K -$8.62K -120 -5%
RS
2924
Rakuten Securities
Japan
$160K +$32.2K +448 +25%
MIM
2925
Meridiem Investment Management
United Kingdom
$155K +$155K +2,162 New
115 116
117
118 119