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Coca-Cola
KO

2,980 hedge funds and large institutions have $186B invested in Coca-Cola in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 1,198 increasing their positions, 1,198 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 145

16% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.54B

2% more capital invested

Capital invested by funds: $183B → $186B (+$3.13B)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

0% more repeat investments, than reductions

Existing positions increased: 1,198 | Existing positions reduced: 1,198

0% less funds holding

Funds holding: 2,990 → 2,980 (-10)

1.19% less ownership

Funds ownership: 71.79% → 70.6% (-1.2%)

Holders
2,980
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
42.92%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
174
Increased
1,198
Reduced
1,198
Closed
145
Calls
$1.79B
Puts
$1.54B
Net Calls
+$252M
Net Calls Change
+$112M

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.08B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$525M
3
Bank of America
Bank of America
North Carolina
+$407M
4
Marshall Wace
Marshall Wace
United Kingdom
+$294M
5
Amundi
Amundi
France
+$218M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.05B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.73B
3
BlackRock
BlackRock
New York
-$264M
4
Barclays
Barclays
United Kingdom
-$175M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$128M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
901
Planning Capital Management Corporation
Pennsylvania
$3.98M +$52.1K +868 +1%
GFS
902
GYL Financial Synergies
Connecticut
$3.98M +$41K +682 +1%
JWBC
903
J.W. Burns & Co
New York
$3.97M -$105K -1,752 -3%
BC
904
Burney Company
Virginia
$3.97M -$5.13M -85,383 -57%
PT
905
Plimoth Trust
Massachusetts
$3.95M +$67.2K +1,118 +2%
WIC
906
WealthBridge Investment Counsel
Alberta, Canada
$3.94M -$21K -350 -0.5%
SIC
907
Sigma Investment Counselors
Michigan
$3.94M +$33.9K +564 +0.9%
CAAS
908
Capital Asset Advisory Services
Michigan
$3.93M +$290K +4,824 +8%
WPW
909
Waldron Private Wealth
Pennsylvania
$3.92M +$108K +1,802 +3%
BOH
910
Bank of Hawaii
Hawaii
$3.9M -$237K -3,948 -6%
PFS
911
Physicians Financial Services
North Carolina
$3.9M -$6.31K -105 -0.2%
HDIM
912
Hanson & Doremus Investment Management
Vermont
$3.89M +$3.42K +57 +0.1%
NSEDCP
913
NJ State Employees Deferred Compensation Plan
New Jersey
$3.85M – – –
WCM
914
Weik Capital Management
Pennsylvania
$3.85M +$114K +1,900 +3%
RVPG
915
Relative Value Partners Group
$3.85M +$1.5K +25 +0%
CCT
916
Chemung Canal Trust
New York
$3.82M -$38.4K -639 -1%
GWMIA
917
Global Wealth Management Investment Advisory
Florida
$3.81M +$46.3K +770 +1%
NSIM
918
North Star Investment Management
Illinois
$3.8M +$67K +1,116 +2%
KC
919
Kinloch Capital
Virginia
$3.8M +$281K +4,675 +8%
SAM
920
Shell Asset Management
Netherlands
$3.79M -$1.6M -26,595 -31%
BSA
921
Braun Stacey Associates
New York
$3.79M -$47.5K -790 -1%
PAI
922
Pittenger & Anderson Inc
Nebraska
$3.78M -$11.7K -195 -0.3%
RCA
923
Riverview Capital Advisers
Massachusetts
$3.78M – – –
VP
924
Verum Partners
North Carolina
$3.78M +$2.28K +38 +0.1%
WSFS
925
Wilmington Savings Fund Society
Delaware
$3.77M +$3.71M +61,691 New
35 36
37
38 39

KO Hedge Fund Activity: Q1 2024 in Review

2,980 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q1 2024, worth a combined $186B — up 1.7% from $183B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new KO positions and 145 closed out — a net gain of 29 holders — while 1,198 added to existing stakes and 1,198 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.08B. The largest seller was Morgan Stanley, cutting an estimated $4.05B.

  • 2,980 institutional investors held Coca-Cola (KO) as of Q1 2024, down from 2,990 in Q4 2023.
  • Funds reported $186B of Coca-Cola stock for Q1 2024, up 1.7% quarter-over-quarter.
  • 174 funds opened new Coca-Cola positions in Q1 2024 and 145 closed out, a net change of +29 holders.
  • The largest Coca-Cola buyer in Q1 2024 was Franklin Resources, an estimated $1.08B added.
  • The largest Coca-Cola seller in Q1 2024 was Morgan Stanley, an estimated $4.05B sold.

Based on aggregated 13F filings for Q1 2024.