We are live on ! Find out more
KO icon

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
WAM
3001
Wolverine Asset Management
Illinois
– -$4.21M -70,024 Closed
PAMP
3002
Polar Asset Management Partners
Ontario, Canada
– -$4.07M -69,000 Closed
AIM
3003
Artemis Investment Management
United Kingdom
– -$3.58M -60,788 Closed
PCOC
3004
Power Corp of Canada
Canada
– -$3.34M -56,694 Closed
BCM
3005
Bayesian Capital Management
New York
– -$2.95M -50,100 Closed
ECU
3006
Eisler Capital (UK)
United Kingdom
– -$2.73M -45,382 Closed
MHS
3007
M Holdings Securities
Oregon
– -$2.55M -43,252 Closed
IWS
3008
Insight Wealth Strategies
California
– -$2.07M -35,069 Closed
FC
3009
FORA Capital
Florida
– -$2.03M -34,443 Closed
WAM
3010
Weiss Asset Management
Massachusetts
– -$1.88M -31,845 Closed
ADIM
3011
Alpha DNA Investment Management
Maryland
– -$1.86M -31,614 Closed
BFA
3012
Brendel Financial Advisors
New Hampshire
– -$1.78M -30,227 Closed
SPA
3013
Sherbrooke Park Advisers
New York
– -$1.58M -26,833 Closed
QCM
3014
Qsemble Capital Management
New York
– -$1.58M -26,790 Closed
NA
3015
Nordwand Advisors
Pennsylvania
– -$1.49M -25,336 Closed
PRC
3016
Pearl River Capital
Michigan
– -$1.48M -25,148 Closed
GCIM
3017
Gunn & Company Investment Management
Florida
– -$1.47M -25,007 Closed
IFU
3018
iSAM Funds (UK)
United Kingdom
– -$1.34M -22,724 Closed
MCIA
3019
Mountain Capital Investment Advisors
Colorado
– -$1.16M -19,338 Closed
VF
3020
Virtu Financial
New York
– -$1.01M -17,230 Closed
LCWP
3021
Legacy Capital Wealth Partners
Arkansas
– -$976K -16,558 Closed
CC
3022
Cipher Capital
New York
– -$943K -16,009 Closed
OHWA
3023
Oak Hill Wealth Advisors
Virginia
– -$946K -15,747 Closed
CPM
3024
Connective Portfolio Management
New York
– -$902K -15,300 Closed
VI
3025
Versor Investments
New York
– -$893K -15,162 Closed
119 120
121
122 123

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.