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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 %
CHC
701
City Holding Co
West Virginia
$6.9M +$267K +3,716 +4%
RP
702
Rice Partnership
Hawaii
$6.9M +$354K +4,931 +5%
CRC
703
Curi RMB Capital
Illinois
$6.83M -$3.87M -53,815 -36%
AC
704
Addenda Capital
Quebec, Canada
$6.83M +$289 +4 +0%
AAM
705
Auxier Asset Management
Oregon
$6.83M +$1.29K +18 +0%
OAM
706
Oppenheimer Asset Management
New York
$6.81M +$542K +7,540 +9%
ECM
707
Everence Capital Management
Indiana
$6.8M +$445K +6,190 +7%
SRIM
708
Saratoga Research & Investment Management
California
$6.78M -$310K -4,313 -4%
BHBT
709
Burke & Herbert Bank & Trust
Virginia
$6.78M -$36.4K -507 -0.5%
RIA
710
RPG Investment Advisory
California
$6.76M -$69.4K -966 -1%
PMG
711
ProVise Management Group
Florida
$6.74M -$270K -3,763 -4%
WI
712
Wahed Invest
New York
$6.74M +$614K +8,548 +10%
FGP
713
Foyston, Gordon, & Payne
Ontario, Canada
$6.73M – – –
FTWA
714
Fifth Third Wealth Advisors
Ohio
$6.73M +$971K +13,509 +17%
BEI
715
Benjamin Edwards Inc
Missouri
$6.72M +$5.58M +77,580 +485%
TFA
716
Toth Financial Advisory
Virginia
$6.72M -$4.46K -62 -0.1%
NB
717
NBT Bank
New York
$6.71M -$230K -3,207 -3%
HPC
718
HM Payson & Co
Maine
$6.71M +$22.1K +308 +0.3%
FTA
719
Financial & Tax Architects
Missouri
$6.7M -$275K -3,829 -4%
HI
720
Horizon Investments
North Carolina
$6.66M -$18.5K -258 -0.3%
TCOT
721
Trust Company of Toledo
Ohio
$6.66M +$18.5K +257 +0.3%
JC
722
Jacobs & Co
California
$6.65M -$1.81M -25,260 -21%
AAM
723
Aureus Asset Management
Massachusetts
$6.61M -$134K -1,865 -2%
EFS
724
Essex Financial Services
Connecticut
$6.57M -$303K -4,362 -4%
VFA
725
Valeo Financial Advisors
Indiana
$6.57M -$170K -3,114 -3%
27 28
29
30 31