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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
AIMCA
576
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.9M +$8.61M +131,915 +1,188%
SFS
577
Sowell Financial Services
Arkansas
$8.89M +$179K +2,744 +2%
MCWA
578
Meadow Creek Wealth Advisors
Georgia
$8.89M +$9.79K +150 +0.1%
BBVA
579
Banco Bilbao Vizcaya Argentaria
Spain
$8.86M -$2.93M -44,824 -24%
HHAA
580
Henry H. Armstrong Associates
Pennsylvania
$8.86M +$510K +7,810 +6%
GFM
581
GF Fund Management
China
$8.77M +$9.19M +140,835 New
VVP
582
Venture Visionary Partners
Ohio
$8.75M -$406K -6,221 -4%
CAG
583
Crestwood Advisors Group
Massachusetts
$8.74M +$603K +9,243 +7%
AG
584
Amiral Gestion
France
$8.73M +$9.15M +140,158 New
AWM
585
Axxcess Wealth Management
California
$8.72M -$201K -3,073 -2%
EH
586
Equitable Holdings
New York
$8.7M +$572K +8,766 +7%
AM
587
Atwater Malick
Pennsylvania
$8.67M -$40.3K -617 -0.4%
SIG
588
Sky Investment Group
Connecticut
$8.6M +$247K +3,791 +3%
QCM
589
Qsemble Capital Management
New York
$8.58M +$9M +137,864 New
SAM
590
Sompo Asset Management
Japan
$8.58M -$1.17M -17,930 -12%
PCA
591
Pallas Capital Advisors
Massachusetts
$8.56M -$60.4K -926 -0.7%
FCMC
592
Founders Capital Management (Connecticut)
Connecticut
$8.45M -$43K -659 -0.5%
GIA
593
Guyasuta Investment Advisors
Pennsylvania
$8.45M -$11.8K -180 -0.1%
ASN
594
Advisory Services Network
Georgia
$8.41M +$54K +827 +0.6%
AS
595
Aware Super
Australia
$8.38M +$8.79M +134,623 New
CSS
596
Cubist Systematic Strategies
Connecticut
$8.38M +$7.83M +119,925 +817%
AWM
597
Apollon Wealth Management
South Carolina
$8.3M +$1.87M +28,672 +27%
PCIA
598
Prime Capital Investment Advisors
Kansas
$8.28M -$167K -2,560 -2%
EF
599
Empirical Finance
Pennsylvania
$8.26M -$117K -1,798 -1%
CCM
600
Coldstream Capital Management
Washington
$8.26M +$604K +9,252 +7%

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.