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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
ATC
351
Argent Trust Co
Tennessee
$25.2M +$310K +4,744 +1%
Jones Financial Companies
352
Jones Financial Companies
Missouri
$25.2M +$8.69M +133,205 +49%
AF
353
Avanza Fonder
Sweden
$25.2M +$26.4M +404,634 New
HCMG
354
Howard Capital Management Group
California
$25.2M +$324K +4,958 +1%
VPIM
355
Vanguard Personalized Indexing Management
California
$25M +$458K +7,022 +2%
ACA
356
Aptus Capital Advisors
Alabama
$24.9M +$23M +352,418 +739%
UBP
357
Union Bancaire Privee
Switzerland
$24.5M +$26.9M +411,558 New
TAM
358
Taurus Asset Management
New York
$23.9M +$193K +2,955 +0.8%
PI
359
PineBridge Investments
New York
$23.8M +$2.74M +41,924 +12%
TC
360
TownSquare Capital
Utah
$23.3M +$3.14M +48,123 +15%
EMPI
361
Elo Mutual Pension Insurance
Finland
$23.3M -$999K -15,308 -4%
QCM
362
QRG Capital Management
Illinois
$23M -$356K -5,461 -1%
GHA
363
GW Henssler & Associates
Georgia
$22.9M -$356K -5,449 -2%
MSU
364
Mizuho Securities USA
New York
$22.9M +$7.57M +115,928 +46%
AAS
365
Avantax Advisory Services
Texas
$22.3M -$87.4K -1,339 -0.4%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$22M -$1.14M -17,412 -5%
PAG
367
Private Advisor Group
New Jersey
$21.7M +$795K +12,172 +4%
BPA
368
Beacon Pointe Advisors
California
$21.6M -$2.09M -31,984 -8%
ACM
369
Advisors Capital Management
New Jersey
$21.3M +$564K +8,633 +3%
MYAM
370
Meiji Yasuda Asset Management
Japan
$21.3M -$427K -6,546 -2%
QCM
371
Quantinno Capital Management
New York
$21.1M +$2.11M +32,264 +10%
CFG
372
Citizens Financial Group
Rhode Island
$21.1M +$552K +8,452 +3%
HC
373
Henshaw Capital
Massachusetts
$21.1M
Rafferty Asset Management
374
Rafferty Asset Management
New York
$21M +$2.42M +37,126 +12%
AAF
375
Andra AP-fonden
Sweden
$21M -$4.44M -68,000 -17%

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.