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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 %
VAMG
2951
Voisard Asset Management Group
Michigan
$120K -$575 -8 -0.5%
CPG
2952
Cornerstone Planning Group
New Jersey
$119K -$84.1K -1,282 -41%
TCM
2953
TruNorth Capital Management
Michigan
$119K +$42.9K +597 +56%
WCMN
2954
Westchester Capital Management (Nebraska)
Nebraska
$116K – – –
SHIM
2955
Stone House Investment Management
Pennsylvania
$114K +$503 +7 +0.4%
VAG
2956
VisionPoint Advisory Group
Texas
$113K – – –
DMIC
2957
Dixon Mitchell Investment Counsel
British Columbia, Canada
$110K – – –
SGC
2958
Slocum, Gordon & Co
Rhode Island
$108K – – –
OIA
2959
Optimum Investment Advisors
Illinois
$108K – – –
AWM
2960
AllSquare Wealth Management
New York
$108K – – –
AT
2961
Arlington Trust
Alabama
$106K -$1.29K -18 -1%
AW
2962
Avion Wealth
Texas
$104K -$11.1K -156 -10%
FP
2963
Financial Perspectives
Minnesota
$104K +$216 +3 +0.2%
WI
2964
Wintrust Investments
Illinois
$102K -$1M -14,054 -91%
HF
2965
Halpern Financial
Virginia
$102K +$2.63K +37 +3%
KSB
2966
Kennebec Savings Bank
Maine
$100K +$100K +1,391 New
CJL
2967
Cyrus J. Lawrence
New York
$99K -$7.17K -100 -7%
PA
2968
PSI Advisors
Florida
$97.3K -$18.2K -253 -16%
MS
2969
Mizuho Securities
Japan
$95.6K +$58.9K +820 +161%
AEPWM
2970
Atlantic Edge Private Wealth Management
Florida
$91.6K +$216 +3 +0.2%
SCA
2971
Stuart Chaussee & Associates
California
$91.3K – – –
FG
2972
Fairman Group
Pennsylvania
$90.9K – – –
BAM
2973
Byrne Asset Management
New Jersey
$90.9K – – –
CAM
2974
Clarity Asset Management
Iowa
$90.1K +$144 +2 +0.2%
CIAS
2975
CBIZ Investment Advisory Services
Ohio
$88.9K – – –
117 118
119
120 121