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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 %
CWM
626
Cornerstone Wealth Management
Missouri
$8.13M +$82.6K +1,150 +1%
DIA
627
Dana Investment Advisors
Wisconsin
$8.12M -$150K -2,083 -2%
IWC
628
Integrated Wealth Concepts
Massachusetts
$8.08M -$541K -7,525 -6%
TMAM
629
Tokio Marine Asset Management
Japan
$8M +$244K +3,392 +3%
LWCFA
630
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.99M -$77.3K -1,148 -1%
SIC
631
Salem Investment Counselors
North Carolina
$7.99M +$79.3K +1,098 +1%
Loomis, Sayles & Company
632
Loomis, Sayles & Company
Massachusetts
$7.97M -$1.18M -16,398 -13%
PPW
633
Parcion Private Wealth
Washington
$7.97M +$617K +8,591 +8%
WJWM
634
Williams Jones Wealth Management
New York
$7.94M -$373K -5,191 -4%
ET
635
Equitable Trust
Tennessee
$7.93M -$23.3K -324 -0.3%
LOAMS
636
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.92M +$647K +9,005 +9%
BRWA
637
B. Riley Wealth Advisors
Florida
$7.86M -$1.78M -24,777 -18%
AA
638
ALPS Advisors
Colorado
$7.85M -$3.01M -41,924 -28%
AssetMark Inc
639
AssetMark Inc
California
$7.84M +$510K +7,099 +7%
PWLP
640
Prio Wealth Limited Partnership
Massachusetts
$7.84M -$442K -6,148 -5%
PI
641
PGGM Investments
Netherlands
$7.83M +$953K +13,256 +14%
TH
642
TCTC Holdings
Texas
$7.83M -$505K -7,024 -6%
UB
643
UMB Bank
Missouri
$7.83M -$102K -1,423 -1%
BBI
644
Baxter Bros Inc
Connecticut
$7.81M -$296K -4,122 -4%
EHC
645
Everett Harris & Co
California
$7.8M -$307K -4,275 -4%
MC
646
Moors & Cabot
Massachusetts
$7.78M -$91.6K -1,274 -1%
LKIM
647
Lawson Kroeker Investment Management
Nebraska
$7.77M -$39.5K -550 -0.5%
MBT
648
Montecito Bank & Trust
California
$7.76M -$190K -2,647 -2%
SG Americas Securities
649
SG Americas Securities
New York
$7.71M -$144M -2,001,772 -95%
Kovitz Investment Group Partners
650
Kovitz Investment Group Partners
Illinois
$7.7M +$4.43M +88,929 +136%
24 25
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