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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
Allspring Global Investments
426
Allspring Global Investments
North Carolina
$16.3M -$2.45M -37,556 -12%
JF
427
Jump Financial
Illinois
$16.2M +$15.4M +236,012 +993%
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$16M -$358K -5,484 -2%
TAM
429
Tocqueville Asset Management
New York
$15.9M +$813K +12,457 +5%
GAM
430
Generali Asset Management
Italy
$15.9M +$16.7M +255,178 New
BG
431
Bollard Group
Massachusetts
$15.8M -$2.52M -38,610 -13%
BCI
432
Brinker Capital Investments
Pennsylvania
$15.8M +$1.56M +23,955 +10%
OPS
433
Orion Portfolio Solutions
Nebraska
$15.8M +$1.56M +23,955 +10%
IIM
434
INTECH Investment Management
Florida
$15.7M +$672K +10,296 +4%
P
435
&Partners
Tennessee
$15.7M +$4.2M +64,314 +34%
TWC
436
TD Waterhouse Canada
Ontario, Canada
$15.6M -$7.45M -114,058 -31%
AIM
437
Allen Investment Management
New York
$15.5M -$91.4K -1,400 -0.6%
AWS
438
Atria Wealth Solutions
New York
$15.5M -$317K -4,860 -2%
SYBT
439
Stock Yards Bank & Trust
Kentucky
$15.5M +$203K +3,108 +1%
WG
440
Welch Group
Alabama
$15.5M +$343K +5,257 +2%
IIM
441
Intact Investment Management
Quebec, Canada
$15.3M +$4.71M +72,100 +41%
AAIM
442
Asset Advisors Investment Management
Georgia
$15.3M -$102K -1,558 -0.6%
VHAM
443
Van Hulzen Asset Management
California
$15.3M +$139K +2,128 +0.9%
SCM
444
Shelton Capital Management
Colorado
$15.2M +$2M +30,693 +14%
SIG
445
Stonegate Investment Group
Alabama
$15M +$324K +4,965 +2%
HIMCH
446
Hartford Investment Management Co (HIMCO)
Connecticut
$14.9M -$302K -4,633 -2%
WB
447
WesBanco Bank
West Virginia
$14.9M -$219K -3,359 -1%
RC
448
RBO & Co
California
$14.9M -$3.92K -60 -0%
JMFC
449
J.M. Forbes & Co
Massachusetts
$14.7M +$51.1K +783 +0.3%
LCS
450
Levin Capital Strategies
New York
$14.7M +$402K +6,162 +3%

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.