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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 %
OC
776
Oakworth Capital
Alabama
$5.9M +$75.7K +1,053 +1%
EA
777
Ellsworth Advisors
Ohio
$5.89M +$46.9K +653 +0.8%
MGIA
778
Moneta Group Investment Advisors
Missouri
$5.89M -$30.7K -427 -0.5%
FLI
779
Family Legacy Inc
South Carolina
$5.86M +$33.1K +460 +0.6%
BCM
780
Brookstone Capital Management
Illinois
$5.85M +$159K +2,216 +3%
SPC
781
Sigma Planning Corp
Michigan
$5.85M -$340K -4,730 -5%
AG
782
AlTi Global
New York
$5.85M -$400K -5,529 -6%
CF
783
Covea Finance
France
$5.82M – – –
UBG
784
United Bank (Georgia)
Georgia
$5.81M +$2.3M +31,979 +65%
CNBTD
785
Citizens National Bank Trust Department
Mississippi
$5.81M +$16.9K +235 +0.3%
Nomura Holdings
786
Nomura Holdings
Japan
$5.81M -$7.49M -104,236 -56%
AG
787
Algert Global
California
$5.8M +$5.8M +80,697 New
VI
788
Vestcor Inc
New Brunswick, Canada
$5.79M +$133K +1,848 +2%
BP
789
Ballentine Partners
Massachusetts
$5.79M +$61.7K +858 +1%
AMI
790
Amica Mutual Insurance
Rhode Island
$5.77M -$1.61M -22,350 -22%
MPM
791
Meritage Portfolio Management
Kansas
$5.77M +$791 +11 +0%
EWA
792
Exencial Wealth Advisors
Oklahoma
$5.76M -$280K -3,898 -5%
OA
793
Oxbow Advisors
Texas
$5.75M +$70.5K +981 +1%
RPC
794
Rossmore Private Capital
Connecticut
$5.74M – – –
JHCP
795
Jackson Hole Capital Partners
Oklahoma
$5.73M -$170K -2,372 -3%
TCOV
796
Trust Company of Vermont
Vermont
$5.68M +$735K +10,229 +15%
FMWA
797
Forvis Mazars Wealth Advisors
Missouri
$5.67M +$594K +8,265 +12%
BRM
798
Boston Research & Management
Massachusetts
$5.65M +$1.08K +15 +0%
GIA
799
Gladstone Institutional Advisory
Florida
$5.65M +$245K +3,415 +5%
BFA
800
Benedict Financial Advisors
Georgia
$5.63M -$204K -2,834 -3%
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