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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
N
26
Nuveen
North Carolina
$1.11B +$15.9M +265,382 +1%
Goldman Sachs
27
Goldman Sachs
New York
$1.09B -$32.7M -544,508 -3%
Fayez Sarofim & Co
28
Fayez Sarofim & Co
Texas
$1.01B -$16.8M -278,955 -2%
Truist Financial
29
Truist Financial
North Carolina
$990M -$25.7M -427,016 -3%
Aristotle Capital Management
30
Aristotle Capital Management
California
$989M -$14.5M -240,869 -1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$944M +$15.2M +253,504 +2%
Barclays
32
Barclays
United Kingdom
$932M -$175M -2,909,087 -16%
VAM
33
Vontobel Asset Management
New York
$915M -$17.2M -286,817 -2%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$847M +$2.76M +45,909 +0.3%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$779M -$114M -1,898,042 -13%
Mitsubishi UFJ Asset Management
36
Mitsubishi UFJ Asset Management
Japan
$777M +$178M +2,964,850 +30%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$755M +$166M +2,759,416 +29%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$754M -$5.63M -93,662 -0.8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$753M -$32.8M -545,800 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$678M +$165M +2,751,503 +33%
Lazard Asset Management
41
Lazard Asset Management
New York
$664M -$12.5M -207,484 -2%
Wells Fargo
42
Wells Fargo
California
$645M -$10M -167,067 -2%
Canada Pension Plan Investment Board
43
Canada Pension Plan Investment Board
Ontario, Canada
$638M +$85.2M +1,417,930 +16%
SF
44
Synovus Financial
Georgia
$605M +$25.6M +425,525 +4%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$591M +$87.6M +1,457,734 +18%
Deutsche Bank
46
Deutsche Bank
Germany
$570M +$36.6M +610,105 +7%
CS
47
Credit Suisse
Switzerland
$566M -$38.1M -634,365 -6%
ClearBridge Investments
48
ClearBridge Investments
New York
$551M +$17M +283,611 +3%
Citadel Advisors
49
Citadel Advisors
Florida
$539M +$180M +2,989,574 +51%
Capital World Investors
50
Capital World Investors
California
$510M – – –
1
2
3 4 5

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.