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Coca-Cola
KO

2,980 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,198 increasing their positions, 1,198 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 145

16% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.54B

2% more capital invested

Capital invested by funds: $183B → $186B (+$3.13B)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

0% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,198

0% less funds holding

Funds holding: 2,990 → 2,980 (-10)

1.19% less ownership

Funds ownership: 71.79% → 70.6% (-1.2%)

Holders
2,980
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
42.92%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
174
Increased
1,198
Reduced
1,198
Closed
145
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$525M
3
Bank of America
Bank of America
North Carolina
+$407M
4
Marshall Wace
Marshall Wace
United Kingdom
+$294M
5
Amundi
Amundi
France
+$218M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.73B
3
BlackRock
BlackRock
New York
-$264M
4
Barclays
Barclays
United Kingdom
-$175M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2976
WoodTrust Financial
Wisconsin
$664 +$66.6K +1,108 +11%
FIA
2977
FNY Investment Advisers
New York
$544 +$535K +8,905 New
DWA
2978
Delos Wealth Advisors
Texas
$490 – – –
TWP
2979
TFO Wealth Partners
Ohio
$428 -$601 -10 -59%
MSWM
2980
Mowery & Schoenfeld Wealth Management
Illinois
$184 – – –
AS
2981
AM Squared
Hong Kong
$122 -$516K -8,598 -100%
Swedbank
2982
Swedbank
Sweden
– -$96.9M -1,643,547 Closed
WMSA
2983
Weiss Multi-Strategy Advisers
New York
– -$34.7M -588,072 Closed
ECM
2984
ExodusPoint Capital Management
New York
– -$30.4M -515,193 Closed
Ninety One (UK)
2985
Ninety One (UK)
United Kingdom
– -$16M -271,600 Closed
CANY
2986
Caxton Associates (New York)
New York
– -$12.8M -217,581 Closed
EPFB
2987
Employees Provident Fund Board
Malaysia
– -$12.1M -206,000 Closed
MCM
2988
Moore Capital Management
New York
– -$12.1M -205,796 Closed
GIM
2989
Generate Investment Management
New Zealand
– -$9.04M -153,340 Closed
LCM
2990
Laurion Capital Management
New York
– -$8.9M -148,108 Closed
Voloridge Investment Management
2991
Voloridge Investment Management
Florida
– -$8.49M -143,990 Closed
GBWM
2992
Granite Bay Wealth Management
New Hampshire
– -$6.53M -115,700 Closed
GFG
2993
Greystone Financial Group
Michigan
– -$6.45M -109,502 Closed
FI
2994
FJ Investments
Utah
– -$5.96M -101,100 Closed
TCM
2995
Teza Capital Management
Illinois
– -$5.31M -90,070 Closed
Group One Trading
2996
Group One Trading
Illinois
– -$5.33M -88,752 Closed
AR
2997
Advisory Research
Illinois
– -$4.9M -83,074 Closed
Optiver Holding
2998
Optiver Holding
Netherlands
– -$4.72M -78,524 Closed
KHCM
2999
Kettle Hill Capital Management
New York
– -$4.41M -74,904 Closed
Simplex Trading
3000
Simplex Trading
Illinois
– -$4.3M -71,584 Closed
118 119
120
121 122

KO Hedge Fund Activity: Q1 2024 in Review

2,980 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2024, worth a combined $186B — up 1.7% from $183B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KO positions and 145 closed out — a net gain of 29 holders — while 1,198 added to existing stakes and 1,198 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $4.05B.

  • 2,980 institutional investors held Coca-Cola (KO) as of Q1 2024, down from 2,990 in Q4 2023.
  • Funds reported $186B of Coca-Cola stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 174 funds opened new Coca-Cola positions in Q1 2024 and 145 closed out, a net change of +29 holders.
  • The largest Coca-Cola buyer in Q1 2024 was Franklin Resources, an estimated $1.08B added.
  • The largest Coca-Cola seller in Q1 2024 was Morgan Stanley, an estimated $4.05B sold.

Based on aggregated 13F filings for Q1 2024.