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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
CAM
3076
Congress Asset Management
Massachusetts
– -$239K -4,050 Closed
PAIM
3077
Punch & Associates Investment Management
Minnesota
– -$236K -4,000 Closed
KJHP
3078
K.J. Harrison & Partners
Ontario, Canada
– -$233K -3,957 Closed
GWP
3079
Gateway Wealth Partners
Wisconsin
– -$224K -3,804 Closed
CCM
3080
Carderock Capital Management
Maryland
– -$221K -3,750 Closed
TI
3081
Truepoint Inc
Ohio
– -$221K -3,747 Closed
WB
3082
West Bancorporation
Iowa
– -$221K -3,745 Closed
I
3083
IMPACTfolio
Colorado
– -$220K -3,731 Closed
FRM
3084
Fox Run Management
Connecticut
– -$220K -3,725 Closed
KA
3085
Kure Advisory
Minnesota
– -$215K -3,656 Closed
CW
3086
Cook Wealth
North Carolina
– -$212K -3,600 Closed
HKIMG
3087
Hutchens & Kramer Investment Management Group
Indiana
– -$212K -3,597 Closed
RFN
3088
RDA Financial Network
Iowa
– -$210K -3,557 Closed
CIM
3089
Chapman Investment Management
California
– -$208K -3,533 Closed
IAG
3090
Investment Advisory Group
Massachusetts
– -$206K -3,495 Closed
TCOO
3091
Trust Company of Oklahoma
Oklahoma
– -$204K -3,466 Closed
HC
3092
Hourglass Capital
Texas
– -$203K -3,449 Closed
BA
3093
Ballew Advisors
Mississippi
– -$207K -3,446 Closed
BDWCC
3094
B&D White Capital Company
Texas
– -$202K -3,435 Closed
AIMA
3095
Ables Iannone Moore & Associates
Georgia
– -$201K -3,410 Closed
PVH
3096
Psagot Value Holdings
Israel
– -$193K -3,290 Closed
BCM
3097
Bourgeon Capital Management
Connecticut
– -$165K -2,805 Closed
RFA
3098
Resurgent Financial Advisors
Georgia
– -$164K -2,780 Closed
FWM
3099
Focused Wealth Management
New York
– -$141K -2,399 Closed
LFA
3100
Livelsberger Financial Advisory
Ohio
– -$139K -2,351 Closed
122 123
124
125 126

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.