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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 %
IFS
2926
Intelligent Financial Strategies
Minnesota
$154K -$57.7K -797 -27%
GJWM
2927
Gilliland Jeter Wealth Management
Arkansas
$152K +$5.46K +76 +4%
PA
2928
Pineridge Advisors
Missouri
$151K -$11.8K -164 -7%
HFS
2929
HBC Financial Services
Washington
$150K +$131 +2 +0.1%
BC
2930
Belmont Capital
California
$147K -$1.54M -21,402 -91%
PPWM
2931
PFG Private Wealth Management
Florida
$145K -$163K -2,268 -53%
LWA
2932
Lowe Wealth Advisors
Maryland
$145K – – –
HWMC
2933
Heritage Wealth Management (California)
California
$144K +$144K +2,010 New
DMKJ
2934
David M. Knott Jr
$144K -$403K -5,600 -74%
FFWM
2935
Future Financial Wealth Management
Ohio
$143K +$143K +1,993 New
SOW
2936
State of Wyoming
Wyoming
$141K -$6.32K -88 -4%
NIC
2937
Northwest Investment Counselors
Oregon
$139K +$139K +1,938 New
ICM
2938
Islay Capital Management
Texas
$134K +$359 +5 +0.3%
CTWM
2939
Cherry Tree Wealth Management
Minnesota
$134K – – –
OLVIG
2940
Oliver Lagore Vanvalin Investment Group
Michigan
$133K -$1.8K -25 -1%
PS
2941
Planned Solutions
California
$133K +$133K +1,850 New
FWA
2942
FSC Wealth Advisors
New York
$132K -$3.52K -49 -3%
PIS
2943
POM Investment Strategies
North Carolina
$132K +$16.6K +231 +14%
LIA
2944
Luken Investment Analytics
Tennessee
$129K – – –
CPA
2945
Capital Performance Advisors
California
$129K +$129K +1,795 New
LD
2946
Lipe & Dalton
New York
$129K – – –
OBWP
2947
O'Brien Wealth Partners
Massachusetts
$127K -$3.16K -44 -2%
RTC
2948
Riverview Trust Company
Washington
$125K +$4.96K +69 +4%
FPF
2949
First Pacific Financial
Washington
$125K – – –
ATC
2950
Advantage Trust Company
Kansas
$124K – – –
116 117
118
119 120