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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 %
CI
651
CX Institutional
Indiana
$7.69M +$908K +12,640 +13%
HFS
652
Haverford Financial Services
Pennsylvania
$7.68M +$359 +5 +0%
WIC
653
Woodmont Investment Counsel
Tennessee
$7.67M +$56.1K +780 +0.7%
BS
654
Biglari Sardar
$7.66M +$282K +3,931 +4%
SP
655
Stablepoint Partners
Massachusetts
$7.62M +$41.4K +576 +0.5%
WW
656
Windle Wealth
Oklahoma
$7.6M +$133K +1,850 +2%
BMCM
657
Bryn Mawr Capital Management
Pennsylvania
$7.6M -$259K -3,611 -3%
MCM
658
Monarch Capital Management
Indiana
$7.58M +$9.03K +125 +0.1%
WTC
659
WhitTier Trust Company
Nevada
$7.57M -$92.9K -1,293 -1%
RIG
660
RiverFront Investment Group
Virginia
$7.55M +$1.03M +14,312 +16%
FAM
661
Fred Alger Management
New York
$7.55M +$211K +2,935 +3%
AWM
662
Apollon Wealth Management
South Carolina
$7.52M -$65.1K -906 -0.9%
Squarepoint
663
Squarepoint
New York
$7.5M -$45.8K -637 -0.6%
RAM
664
Roanoke Asset Management
New Jersey
$7.5M -$32.3K -450 -0.4%
OIA
665
OneDigital Investment Advisors
Kansas
$7.49M -$124K -1,719 -2%
BWS
666
Buck Wealth Strategies
Colorado
$7.45M -$1.19M -16,600 -14%
BSA
667
Bull Street Advisors
Georgia
$7.44M -$72.2K -1,005 -1%
WS
668
Wedbush Securities
California
$7.41M -$1.03M -14,268 -12%
DP
669
Dearborn Partners
Illinois
$7.39M +$10.9K +151 +0.1%
PS
670
Principal Securities
Iowa
$7.33M +$560K +7,791 +8%
NNPTE
671
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$7.31M +$7.31M +101,789 New
VWA
672
Visionary Wealth Advisors
Illinois
$7.3M -$11.8K -164 -0.2%
CA
673
CoreCap Advisors
Michigan
$7.3M +$7.3M +101,584 New
LA
674
Lynch & Associates
Indiana
$7.28M -$68.3K -951 -0.9%
CK
675
Cohen Klingenstein
New York
$7.27M – – –
25 26
27
28 29