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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 %
BAM
851
Bell Asset Management
Australia
$5M -$4.96M -68,994 -50%
HCM
852
Howland Capital Management
Massachusetts
$4.99M -$702K -9,699 -12%
CAG
853
Csenge Advisory Group
Florida
$4.98M -$41.7K -600 -0.8%
TWM
854
TSA Wealth Management
Texas
$4.96M +$21.6K +300 +0.4%
LDB
855
Lee, Danner & Bass
Tennessee
$4.93M -$29.8K -415 -0.6%
BOCM
856
Bontempo Ohly Capital Management
Maryland
$4.92M +$40.9K +569 +0.8%
ISL
857
Ingalls & Snyder LLC
New York
$4.89M -$963K -13,395 -16%
RCM
858
Radnor Capital Management
Pennsylvania
$4.87M +$4.87M +67,788 New
MAS
859
Meeder Advisory Services
Ohio
$4.84M +$447K +6,218 +10%
RWM
860
Ritholtz Wealth Management
New York
$4.84M +$138K +1,926 +3%
PP
861
Prudential plc
United Kingdom
$4.84M +$2.08M +29,004 +76%
OAM
862
Ostrum Asset Management
France
$4.83M +$98.7K +1,373 +2%
CWP
863
Concord Wealth Partners
Virginia
$4.83M +$221K +3,072 +5%
SAM
864
Shell Asset Management
Netherlands
$4.82M +$4.82M +67,111 New
TCM
865
Tufton Capital Management
Maryland
$4.81M -$90.6K -1,261 -2%
GFS
866
GYL Financial Synergies
Connecticut
$4.8M -$75.2K -1,046 -2%
SCTC
867
Sanibel Captiva Trust Company
Florida
$4.8M -$57.5K -800 -1%
FWIA
868
Fort Washington Investment Advisors
Ohio
$4.8M -$63.5K -884 -1%
JPMIA
869
J.P. Marvel Investment Advisors
Massachusetts
$4.79M – – –
PL
870
Parthenon LLC
Kentucky
$4.76M – – –
WWM
871
Western Wealth Management
Colorado
$4.75M +$1.59M +22,163 +50%
PA
872
Procyon Advisors
Connecticut
$4.74M +$99.5K +1,384 +2%
SIC
873
Sigma Investment Counselors
Michigan
$4.73M +$7.76K +108 +0.2%
PCMC
874
Planning Capital Management Corporation
Pennsylvania
$4.72M -$159K -2,218 -3%
BHWM
875
Bar Harbor Wealth Management
New Hampshire
$4.71M -$84.8K -1,180 -2%
33 34
35
36 37