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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
SAI
526
Systematic Alpha Investments
New Jersey
$10.7M
AAM
527
AR Asset Management
California
$10.6M
APP
528
Avantax Planning Partners
Iowa
$10.6M +$403K +6,169 +4%
ETC
529
Exchange Traded Concepts
Oklahoma
$10.6M +$1.76M +26,974 +19%
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$10.5M -$326K -4,994 -3%
LCM
531
Logan Capital Management
Pennsylvania
$10.5M -$86.7K -1,328 -0.8%
BCWM
532
Bartlett & Co Wealth Management
Ohio
$10.5M -$899K -13,773 -8%
CIS
533
Connors Investor Services
Pennsylvania
$10.4M -$912K -13,968 -8%
EB
534
Eastern Bank
Massachusetts
$10.4M -$46.3K -710 -0.4%
CDDEC
535
Caisse Des Depots Et Consignations
France
$10.4M +$10.9M +166,845 New
AAIS
536
ABN AMRO Investment Solutions
$10.3M -$1.68M -25,692 -13%
MYLI
537
Meiji Yasuda Life Insurance
Japan
$10.3M -$1.6M -24,497 -13%
EP
538
Essential Planning
New Hampshire
$10.2M +$10.2M +156,515 New
BFIC
539
Bedell Frazier Investment Counselling
California
$10.2M +$189K +2,893 +2%
PIM
540
Plato Investment Management
Australia
$10.2M +$403K +6,173 +4%
Nomura Holdings
541
Nomura Holdings
Japan
$10.2M +$5.38M +82,373 +102%
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$10.1M -$650K -9,958 -6%
A
543
Allianz
Germany
$10.1M -$315K -4,820 -3%
FSA
544
Franklin Street Advisors
North Carolina
$10M -$10.3M -158,142 -50%
SCM
545
Sterling Capital Management
North Carolina
$10M +$257K +3,943 +3%
FLPIM
546
F.L. Putnam Investment Management
Massachusetts
$9.92M +$379K +5,807 +4%
HCM
547
Hilton Capital Management
New York
$9.91M -$1.38M -21,073 -12%
TBA
548
Tower Bridge Advisors
Pennsylvania
$9.91M -$186K -2,843 -2%
RCYC
549
Richard C. Young & Co
Rhode Island
$9.82M -$72K -1,103 -0.7%
GAM
550
Griffin Asset Management
New York
$9.8M -$181K -2,766 -2%

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.