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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
CCM
3051
Carlson Capital Management
Minnesota
– -$364K -6,173 Closed
WTB
3052
Washington Trust Bank
Washington
– -$362K -6,139 Closed
WFA
3053
Websterrogers Financial Advisors
South Carolina
– -$349K -5,917 Closed
JDR
3054
Jay D. Rosenbaum
– -$337K -5,715 Closed
BB
3055
Berkshire Bank
Massachusetts
– -$335K -5,687 Closed
SP
3056
Systematic Portfolios
New York
– -$328K -5,567 Closed
ACM
3057
Alethea Capital Management
Washington
– -$315K -5,350 Closed
FCFC
3058
First Commonwealth Financial Corp
Pennsylvania
– -$297K -5,033 Closed
BIA
3059
BHK Investment Advisors
Alabama
– -$295K -5,000 Closed
SC
3060
Shay Capital
New York
– -$295K -5,000 Closed
PE
3061
Point72 Europe
United Kingdom
– -$293K -4,978 Closed
AMCA
3062
Arthur M. Cohen & Associates
Illinois
– -$290K -4,920 Closed
TA
3063
TKG Advisors
Indiana
– -$289K -4,900 Closed
LAS
3064
LWM Advisory Services
Florida
– -$278K -4,710 Closed
AA
3065
Apriem Advisors
California
– -$277K -4,692 Closed
VWM
3066
Vigilare Wealth Management
Arizona
– -$274K -4,657 Closed
CA
3067
Calton & Associates
Florida
– -$268K -4,550 Closed
BBW
3068
Blue Barn Wealth
Utah
– -$268K -4,544 Closed
PWP
3069
Phillips Wealth Planners
Mississippi
– -$273K -4,543 Closed
NCM
3070
Noesis Capital Mangement
Florida
– -$265K -4,493 Closed
TCMP
3071
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$261K -4,429 Closed
BPFA
3072
Barnes Pettey Financial Advisors
Mississippi
– -$261K -4,424 Closed
IPWA
3073
International Private Wealth Advisors
California
– -$254K -4,307 Closed
NWMG
3074
National Wealth Management Group
Ohio
– -$250K -4,242 Closed
CWM
3075
Curi Wealth Management
North Carolina
– -$239K -4,061 Closed
121 122
123
124 125

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.