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Coca-Cola
KO

Overview Fund Activity

3,111 hedge funds and large institutions have $218B invested in Coca-Cola in 2024 Q3 according to their latest regulatory filings, with 234 funds opening new positions, 1,229 increasing their positions, 1,278 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,111
Holders Change
+102
Holders Change %
+3.39%
% of All Funds
45%
Holding in Top 10
75
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+11.94%
% of All Funds
1.08%
New
234
Increased
1,229
Reduced
1,278
Closed
96
Calls
$2.17B
Puts
$1.75B
Net Calls
+$415M
Net Calls Change
-$22.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.37B
2
Capital International Investors
Capital International Investors
California
+$915M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$805M
4
GQG Partners
GQG Partners
Florida
+$793M
5
AIM
Alphinity Investment Management
Australia
+$697M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$502M
2
Citadel Advisors
Citadel Advisors
Florida
-$370M
3
State Street
State Street
Massachusetts
-$343M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$264M
5
APG Asset Management
APG Asset Management
Netherlands
-$255M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
476
Beese Fulmer Investment Management
Ohio
$13.6M -$468K -6,512 -3%
VIM
477
Vinva Investment Management
Australia
$13.6M +$1.86M +25,922 +16%
IC
478
IEQ Capital
California
$13.6M +$1.39M +19,362 +11%
LMIM
479
Lockheed Martin Investment Management
Maryland
$13.5M -$402K -5,600 -3%
KFP
480
KMG Fiduciary Partners
Ohio
$13.5M -$859K -11,954 -6%
P
481
&Partners
Tennessee
$13.5M +$5.68M +79,423 +73%
BBVA
482
Banco Bilbao Vizcaya Argentaria
Spain
$13.5M -$1.02M -14,219 -7%
FCBT
483
First Citizens Bank & Trust
North Carolina
$13.3M -$241K -3,350 -2%
MWM
484
Modera Wealth Management
New Jersey
$13.3M -$908K -12,637 -6%
CA
485
CapWealth Advisors
Tennessee
$13.3M +$84.2K +1,172 +0.6%
NIM
486
NEOS Investment Management
Connecticut
$13.1M +$2.74M +38,164 +26%
BCWM
487
Bartlett & Co Wealth Management
Ohio
$13.1M -$176K -2,431 -1%
BFS
488
Bard Financial Services
Connecticut
$13.1M +$48.9K +680 +0.4%
CIS
489
Connors Investor Services
Pennsylvania
$13M -$931K -12,967 -7%
KCM
490
Kanawha Capital Management
Virginia
$13M -$121K -1,684 -0.9%
PG
491
Patten Group
Tennessee
$13M -$534K -7,431 -4%
CTC
492
Central Trust Company
Missouri
$13M -$118K -1,637 -0.9%
HCM
493
Hilton Capital Management
New York
$12.9M +$182K +2,536 +1%
MC
494
Montag & Caldwell
Georgia
$12.9M +$3.77M +52,515 +41%
WDA
495
Wendell David Associates
New Hampshire
$12.9M -$2.95K -41 -0%
CA
496
Clearstead Advisors
Ohio
$12.9M -$85K -1,183 -0.7%
LCOV
497
London Company of Virginia
Virginia
$12.9M -$56.9K -792 -0.4%
GJCM
498
Grand Jean Capital Management
California
$12.8M -$19.2K -267 -0.2%
HR
499
Howe & Rusling
New York
$12.7M +$1.07M +14,851 +9%
NB
500
Norinchukin Bank
Japan
$12.7M +$1.91M +26,636 +18%
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