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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
IIA
3026
IPG Investment Advisors
California
– -$885K -15,021 Closed
OFG
3027
OmniStar Financial Group
North Carolina
– -$867K -14,715 Closed
ACM
3028
Accent Capital Management
Ohio
– -$864K -14,668 Closed
ICA
3029
Infrastructure Capital Advisors
New York
– -$795K -13,488 Closed
GC
3030
Guidance Capital
Kentucky
– -$710K -11,871 Closed
OTPPB
3031
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$670K -11,363 Closed
AWA
3032
Aletheian Wealth Advisors
Washington
– -$640K -10,853 Closed
EFH
3033
Eaton Financial Holdings
Florida
– -$631K -10,708 Closed
CMANY
3034
Capital Management Associates (New York)
New York
– -$619K -10,500 Closed
DAM
3035
Deltec Asset Management
New York
– -$589K -10,000 Closed
RVM
3036
Robinson Value Management
Texas
– -$589K -10,000 Closed
PCIG
3037
Partners Capital Investment Group
Massachusetts
– -$561K -9,517 Closed
CJFS
3038
Coulter & Justus Financial Services
Tennessee
– -$550K -9,339 Closed
GWS
3039
Glassman Wealth Services
Virginia
– -$517K -8,777 Closed
KOC
3040
Koss-Olinger Consulting
Florida
– -$514K -8,723 Closed
OMC
3041
Overbrook Management Corp
New York
– -$482K -8,180 Closed
FAB
3042
First American Bank
Illinois
– -$465K -7,887 Closed
KIC
3043
Kensington Investment Counsel
California
– -$456K -7,740 Closed
NPT
3044
National Philanthropic Trust
Pennsylvania
– -$441K -7,482 Closed
RP
3045
Riverbridge Partners
Minnesota
– -$441K -7,482 Closed
MUMSS
3046
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$431K -7,319 Closed
AFG
3047
AFS Financial Group
Maryland
– -$421K -7,148 Closed
SCM
3048
Sollinda Capital Management
Florida
– -$394K -6,684 Closed
AHB
3049
Abner Herrman & Brock
New Jersey
– -$390K -6,612 Closed
3IP
3050
3Chopt Investment Partners
Virginia
– -$381K -6,462 Closed
120 121
122
123 124

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.