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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 %
SCM
526
Sterling Capital Management
North Carolina
$11.3M +$11.3M +156,935 New
FAT
527
First American Trust
California
$11.3M -$1.5M -20,936 -12%
PIM
528
Plato Investment Management
Australia
$11.2M +$128K +1,787 +1%
SAM
529
Sompo Asset Management
Japan
$11.2M +$734K +10,220 +7%
MSE
530
MUFG Securities EMEA
United Kingdom
$11.1M -$20.5M -284,626 -65%
SW
531
SteelPeak Wealth
California
$11M +$1.34M +18,578 +14%
PA
532
Pinnacle Associates
New York
$11M +$214K +3,625 +2%
OAC
533
OMERS Administration Corp
Ontario, Canada
$11M +$295K +4,100 +3%
LF
534
Longbow Finance
Switzerland
$10.9M +$1.79M +24,920 +20%
UCFA
535
United Capital Financial Advisors
Texas
$10.8M +$290K +4,041 +3%
HAI
536
Hennessy Advisors Inc
California
$10.8M -$205K -2,850 -2%
AAB
537
ABN AMRO Bank
Netherlands
$10.8M +$419K +5,885 +4%
AAIM
538
American Assets Investment Management
California
$10.8M – – –
TI
539
Tidal Investments
Wisconsin
$10.8M -$2.4M -33,466 -18%
RSVP
540
Ramsay Stattman Vela & Price
Colorado
$10.8M -$345K -4,800 -3%
OC
541
Oppenheimer & Co
New York
$10.8M -$937K -13,042 -8%
WPA
542
West Paces Advisors
Georgia
$10.7M -$1.95M -27,181 -15%
CM
543
Crestline Management
Texas
$10.7M +$7.82M +108,859 +272%
VVP
544
Venture Visionary Partners
Ohio
$10.6M -$267K -3,709 -2%
IGAM
545
iA Global Asset Management
Quebec, Canada
$10.5M +$9.51M +132,321 +962%
CCT
546
Chemung Canal Trust
New York
$10.5M +$6.11M +85,061 +140%
Impax Asset Management Group
547
Impax Asset Management Group
United Kingdom
$10.5M -$1.51M -20,950 -13%
RFG
548
RFP Financial Group
Georgia
$10.4M +$4.92M +68,507 +89%
FTDI
549
First Trust Direct Indexing
Massachusetts
$10.4M +$1.48M +20,532 +17%
ADEF
550
Adams Diversified Equity Fund
Maryland
$10.3M – – –
20 21
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