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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 %
SIM
2976
Studio Investment Management
Illinois
$87.5K +$289 +4 +0.3%
PWA
2977
Provenance Wealth Advisors
Florida
$87.1K +$10.9K +152 +14%
HCM
2978
Hollencrest Capital Management
California
$86.4K -$63K -877 -42%
GWM
2979
Guardian Wealth Management
Illinois
$86.3K -$5.03K -70 -6%
FFL
2980
Financial Freedom LLC
Ohio
$85.7K +$575 +8 +0.7%
VWWMG
2981
Vermillion & White Wealth Management Group
Pennsylvania
$84K +$72 +1 +0.1%
GWSA
2982
Global Wealth Strategies & Associates
Colorado
$82.1K +$4.02K +56 +5%
TCM
2983
Tradewinds Capital Management
Washington
$81.6K -$1.08K -15 -1%
VIA
2984
Virtus Investment Advisers
Connecticut
$80.7K – – –
ACA
2985
American Capital Advisory
Idaho
$78.8K +$28.1K +391 +55%
HGA
2986
Hobbs Group Advisors
South Carolina
$77.3K +$8.98K +125 +13%
DF
2987
Dunhill Financial
United Kingdom
$73.4K +$30.7K +427 +72%
FFA
2988
Fairfield Financial Advisors
Massachusetts
$73.3K – – –
RL
2989
Rogco LP
Oklahoma
$71.9K – – –
MCA
2990
Maryland Capital Advisors
Maryland
$71.9K – – –
AWM
2991
Abound Wealth Management
Tennessee
$71.7K -$10.4K -145 -13%
WPWM
2992
Western Pacific Wealth Management
Illinois
$71.6K – – –
TLA
2993
Tanglewood Legacy Advisors
Texas
$71.4K – – –
HWM
2994
HighMark Wealth Management
Minnesota
$67.2K +$431 +6 +0.6%
T
2995
Tidemark
California
$65.9K +$791 +11 +1%
FA
2996
Financial Avengers
California
$65.4K +$503 +7 +0.8%
BBPWM
2997
Blue Bell Private Wealth Management
Pennsylvania
$65.2K +$3.52K +49 +6%
APC
2998
Aspire Private Capital
North Carolina
$65.1K +$3.88K +54 +6%
AA
2999
AlphaMark Advisors
Kentucky
$65K – – –
CIR
3000
Clear Investment Research
Georgia
$63.7K -$2.09K -29 -3%
118 119
120
121 122