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Coca-Cola

3,280 hedge funds and large institutions have $195B invested in Coca-Cola in 2024 Q4 according to their latest regulatory filings, with 390 funds opening new positions, 1,317 increasing their positions, 1,238 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 390 | Existing positions closed: 194

17% more call options, than puts

Call options by funds: $1.96B | Put options by funds: $1.68B

5% more funds holding

Funds holding: 3,1363,280 (+144)

6% more repeat investments, than reductions

Existing positions increased: 1,317 | Existing positions reduced: 1,238

0.09% more ownership

Funds ownership: 72.08%72.17% (+0.09%)

12% less funds holding in top 10

Funds holding in top 10: 7667 (-9)

12% less capital invested

Capital invested by funds: $223B → $195B (-$27.4B)

Holders
3,280
Holders Change
+144
Holders Change %
+4.59%
% of All Funds
43.17%
Holding in Top 10
67
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.84%
% of All Funds
0.88%
New
390
Increased
1,317
Reduced
1,238
Closed
194
Calls
$1.96B
Puts
$1.68B
Net Calls
+$280M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
976
Bridges Investment Management
Nebraska
$3.42M +$48.5K +743 +1%
TC
977
Trilogy Capital
California
$3.41M +$97.5K +1,493 +3%
SFP
978
Shepherd Financial Partners
Massachusetts
$3.41M +$1.44K +22 +0%
BCP
979
Blue Chip Partners
Michigan
$3.4M -$71.2K -1,091 -2%
MOS
980
MGO One Seven
Ohio
$3.4M +$372K +5,700 +12%
LI
981
LRI Investments
Florida
$3.37M +$144K +2,203 +4%
WTA
982
Washington Trust Advisors
Massachusetts
$3.37M -$155K -2,373 -4%
TW
983
TritonPoint Wealth
Maryland
$3.35M -$182K -2,787 -5%
ACM
984
Argyle Capital Management
Pennsylvania
$3.35M +$33.4K +511 +1%
FCM
985
Fourpath Capital Management
Oklahoma
$3.32M +$115K +1,764 +3%
PBC
986
Pavion Blue Capital
California
$3.32M +$45.8K +702 +1%
UBV
987
United Bank (Virginia)
Virginia
$3.31M -$61.2K -938 -2%
NG
988
Norden Group
Utah
$3.31M +$163K +2,494 +5%
CTI
989
Community Trust & Investment
Kentucky
$3.3M +$55.6K +852 +2%
Members Trust
990
Members Trust
Florida
$3.3M +$6.66K +102 +0.2%
CCG
991
Cypress Capital Group
Florida
$3.3M -$93.3K -1,430 -3%
DW30
992
Drucker Wealth 3.0
New Jersey
$3.29M -$35.4K -543 -1%
CA
993
Callahan Advisors
Texas
$3.28M +$86K +1,318 +3%
TSS
994
Thomas Story & Son
Indiana
$3.27M -$4.9K -75 -0.1%
WHG
995
Westwood Holdings Group
Texas
$3.26M -$1.3M -19,984 -28%
FPW
996
Fairvoy Private Wealth
Alabama
$3.25M +$3.41M +52,254 New
CC
997
Constitution Capital
Connecticut
$3.25M -$2.1M -32,100 -38%
IAN
998
Integrated Advisors Network
Texas
$3.24M -$138K -2,121 -4%
IA
999
IFG Advisory
Georgia
$3.24M -$100K -1,534 -3%
CK
1000
Cohen Klingenstein
New York
$3.24M -$3.21M -49,200 -49%

KO Hedge Fund Activity: Q4 2024 in Review

3,280 of the 7,597 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q4 2024, worth a combined $195B — down 12% from $223B a quarter earlier.

Buyers outnumbered sellers: 390 funds opened new KO positions and 194 closed out — a net gain of 196 holders — while 1,317 added to existing stakes and 1,238 trimmed.

The largest buyer was Capital International Investors, adding an estimated $798M. The largest seller was GQG Partners, cutting an estimated $2.01B.

  • 3,280 institutional investors held Coca-Cola (KO) as of Q4 2024, up from 3,136 in Q3 2024.
  • Funds reported $195B of Coca-Cola stock for Q4 2024, down 12% quarter-over-quarter.
  • 390 funds opened new Coca-Cola positions in Q4 2024 and 194 closed out, a net change of +196 holders.
  • The largest Coca-Cola buyer in Q4 2024 was Capital International Investors, an estimated $798M added.
  • The largest Coca-Cola seller in Q4 2024 was GQG Partners, an estimated $2.01B sold.

Based on aggregated 13F filings for Q4 2024.