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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
3276
North Ridge Wealth Advisors
Oregon
$1.87K +$1.96K +30 New
AIM
3277
Arcadia Investment Management
Michigan
$1.65K
CIM
3278
Contravisory Investment Management
Massachusetts
$1.43K +$1.5K +23 New
KHC
3279
Koesten Hirschmann & Crabtree
Kansas
$1.06K
CJ
3280
Caitlin John
Michigan
$1.04K -$6.59K -101 -86%
UIA
3281
Ulland Investment Advisors
Minnesota
$1K
WCM
3282
Winthrop Capital Management
Indiana
$1K +$849 +13 New
Holocene Advisors
3283
Holocene Advisors
New York
-$207M -2,881,714 Closed
FI
3284
Focused Investors
California
-$72.3M -1,006,150 Closed
DnB Asset Management
3285
DnB Asset Management
Norway
-$68.3M -950,597 Closed
IMCOOI
3286
Investment Management Corp of Ontario (IMCO)
Canada
-$29M -403,787 Closed
AT
3287
AMF Tjänstepension
Sweden
-$26.3M -364,851 Closed
TI
3288
Trexquant Investment
Connecticut
-$26.2M -364,483 Closed
SPS
3289
Susquehanna Portfolio Strategies
Pennsylvania
-$22.9M -318,787 Closed
BGIM
3290
Boussard & Gavaudan Investment Management
United Kingdom
-$17.7M -245,963 Closed
BCP
3291
BSN Capital Partners
United Kingdom
-$15M -240,000 Closed
LCM
3292
Laurion Capital Management
New York
-$15.7M -218,551 Closed
PHK
3293
Point72 Hong Kong
Hong Kong
-$14.7M -204,773 Closed
LF
3294
Longbow Finance
Switzerland
-$10.9M -152,015 Closed
FTDI
3295
First Trust Direct Indexing
Massachusetts
-$10.4M -144,401 Closed
JGC
3296
J. Goldman & Co
New York
-$8.27M -115,081 Closed
BVDMP
3297
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$5.96M -92,500 Closed
CF
3298
Covea Finance
France
-$5.82M -81,000 Closed
AG
3299
Algert Global
California
-$5.8M -80,697 Closed
OA
3300
Oxbow Advisors
Texas
-$5.75M -80,003 Closed

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.