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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
GAM
551
Gotham Asset Management
New York
$9.73M -$2.45M -37,482 -19%
SFA
552
Sequoia Financial Advisors
Ohio
$9.72M +$822K +12,592 +9%
CIA
553
Concurrent Investment Advisors
Florida
$9.68M -$1.12M -17,224 -10%
Kovitz Investment Group Partners
554
Kovitz Investment Group Partners
Illinois
$9.65M +$35.2K +540 +0.3%
Impax Asset Management Group
555
Impax Asset Management Group
United Kingdom
$9.62M +$595K +9,108 +6%
MAM
556
Martingale Asset Management
Massachusetts
$9.6M -$20.6M -315,020 -67%
MSE
557
MUFG Securities EMEA
United Kingdom
$9.59M -$65 -1 -0%
AssetMark Inc
558
AssetMark Inc
California
$9.52M +$2.86M +43,836 +40%
CTC
559
Central Trust Company
Missouri
$9.43M -$1.88M -28,768 -16%
AAIM
560
American Assets Investment Management
California
$9.34M
RPI
561
Railway Pension Investments
United Kingdom
$9.32M -$29.4M -450,600 -75%
RSVP
562
Ramsay Stattman Vela & Price
Colorado
$9.31M -$5.81K -89 -0.1%
WPA
563
West Paces Advisors
Georgia
$9.25M -$31.5K -482 -0.3%
OC
564
Oppenheimer & Co
New York
$9.21M -$110K -1,680 -1%
HCM
565
Hutner Capital Management
Vermont
$9.2M +$1.29M +19,755 +15%
UCFA
566
United Capital Financial Advisors
Texas
$9.19M -$207K -3,177 -2%
HAI
567
Hennessy Advisors Inc
California
$9.14M -$225K -3,450 -2%
EWM
568
Evercore Wealth Management
New York
$9.08M -$1.47M -22,522 -13%
WANY
569
Wealthspire Advisors (New York)
New York
$9.05M +$422K +6,460 +5%
MLL
570
Moody Lynn & Lieberson
Massachusetts
$9.05M +$157K +2,410 +2%
BAM
571
Berkshire Asset Management
Pennsylvania
$8.97M -$119K -1,819 -1%
BAM
572
Bell Asset Management
Australia
$8.97M +$4.86M +74,419 +107%
ADEF
573
Adams Diversified Equity Fund
Maryland
$8.97M
TG
574
TCW Group
California
$8.95M +$57.2K +877 +0.6%
BWS
575
Buck Wealth Strategies
Colorado
$8.91M +$2.57M +39,409 +38%

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.