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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$39.8M +$247K +3,779 +0.6%
VDI
277
Vaughan David Investments
Illinois
$39.7M +$375K +5,751 +0.9%
GLF
278
Groupe la Francaise
France
$39.4M +$46.4M +710,363 New
ACP
279
Arcus Capital Partners
Georgia
$38.8M +$334K +5,124 +0.8%
ACM
280
Aquatic Capital Management
Illinois
$38.7M -$14.7M -225,166 -27%
CI
281
Conning Inc
Connecticut
$38.1M +$4.76M +72,993 +14%
HNB
282
Huntington National Bank
Ohio
$38M -$324K -4,968 -0.8%
UH
283
Unigestion Holding
Switzerland
$36.8M -$1.71M -26,124 -4%
SC
284
Savant Capital
Illinois
$36.6M +$639K +9,794 +2%
NAM
285
Nissay Asset Management
Japan
$35.9M -$125K -1,918 -0.3%
AOI
286
Auto-Owners Insurance
Michigan
$35.8M +$1.61M +24,700 +4%
SLAM
287
Swiss Life Asset Management
$35.5M +$5.93M +90,855 +19%
OSAM
288
O'Shaughnessy Asset Management
Connecticut
$35.2M +$2.23M +34,118 +6%
PFSRSONJ
289
Police & Firemen's Retirement System of New Jersey
New Jersey
$35.2M +$36.9M +565,527 New
CAI
290
Capital Advisors Inc
Oklahoma
$34.7M +$260K +3,990 +0.7%
SA
291
Sanctuary Advisors
Indiana
$34.6M +$609K +9,324 +2%
VLKIM
292
Van Lanschot Kempen Investment Management
Netherlands
$34.5M +$2.64M +40,443 +8%
Public Sector Pension Investment Board (PSP Investments)
293
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$34.3M +$26.8M +410,357 +291%
DT
294
Diversified Trust
Tennessee
$34.2M -$310K -4,750 -0.9%
Public Employees Retirement Association of Colorado
295
Public Employees Retirement Association of Colorado
Colorado
$34.1M -$1.19M -18,237 -3%
SC
296
Scotia Capital
Ontario, Canada
$33.7M +$3.02M +46,325 +9%
VA
297
Vident Advisory
Georgia
$33.1M +$18.1M +277,504 +109%
IP
298
Interval Partners
New York
$33.1M +$16.6M +253,915 +92%
S
299
SignatureFD
Georgia
$33M -$153K -2,349 -0.4%
YCM
300
Yousif Capital Management
Michigan
$32.9M -$865K -13,249 -2%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.