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Coca-Cola
KO

Overview Fund Activity

3,009 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 194 funds opening new positions, 1,211 increasing their positions, 1,276 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,009
Holders Change
+50
Holders Change %
+1.69%
% of All Funds
43.77%
Holding in Top 10
67
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.97%
New
194
Increased
1,211
Reduced
1,276
Closed
101
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$1.7B
2
Vontobel Holding
Vontobel Holding
Switzerland
$1.11B
3
Citadel Advisors
Citadel Advisors
Florida
$1.02B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.32B
5
UBS AM
UBS AM
Illinois
$1.92B

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$594M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$127M
3
CWP
Capital Wealth Planning
Florida
$645K
4
Invesco
Invesco
Georgia
$1.34B
5
Bank of America
Bank of America
North Carolina
$2.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
WWS
3051
Wellington Wealth Strategies
Indiana
– -$626K -10,227 Closed
MM
3052
MQS Management
New York
– -$620K -10,134 Closed
OFS
3053
OneAscent Financial Services
Alabama
– -$601K -9,749 Closed
DWA
3054
Delap Wealth Advisory
Oregon
– -$591K -9,652 Closed
AWC
3055
Abundance Wealth Counselors
Pennsylvania
– -$561K -9,167 Closed
FIA
3056
FNY Investment Advisers
New York
– -$544 -8,905 Closed
MC
3057
Machina Capital
France
– -$490K -8,009 Closed
LOAMU
3058
Lombard Odier Asset Management (USA)
New York
– -$489K -8,000 Closed
HIM
3059
Hillsdale Investment Management
Ontario, Canada
– -$486K -7,944 Closed
FFP
3060
FourThought Financial Partners
Florida
– -$474K -7,750 Closed
MS
3061
Maven Securities
Jersey
– -$473K -7,737 Closed
SAW
3062
Signal Advisors Wealth
Michigan
– -$462K -7,553 Closed
MC
3063
Maverick Capital
Texas
– -$445K -7,272 Closed
TFA
3064
Teamwork Financial Advisors
Texas
– -$415K -6,783 Closed
MIA
3065
MainStreet Investment Advisors
Illinois
– -$411K -6,714 Closed
OWA
3066
Outlook Wealth Advisors
Texas
– -$378K -6,172 Closed
CNAM
3067
Campbell Newman Asset Management
Wisconsin
– -$346K -5,656 Closed
HI
3068
Humankind Investments
New York
– -$340K -5,565 Closed
IDBONY
3069
Israel Discount Bank of New York
New York
– -$340K -5,564 Closed
ARC
3070
Advisor Resource Council
Texas
– -$320K -5,425 Closed
SSG
3071
Summit Securities Group
New York
– -$300K -4,900 Closed
MCM
3072
McRae Capital Management
New Jersey
– -$297K -4,861 Closed
PCA
3073
Prosperity Capital Advisors
Ohio
– -$296K -4,843 Closed
SAM
3074
Strategy Asset Managers
California
– -$286K -4,668 Closed
BAM
3075
Blueshift Asset Management
New Jersey
– -$275K -4,498 Closed
121 122
123
124 125