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Coca-Cola
KO

3,030 hedge funds and large institutions have $196B invested in Coca-Cola in 2024 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 1,224 increasing their positions, 1,280 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 195 | Existing positions closed: 102

39% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $1.13B

5% more capital invested

Capital invested by funds: $186B → $196B (+$10B)

2% more funds holding

Funds holding: 2,979 → 3,030 (+51)

0.97% more ownership

Funds ownership: 70.6% → 71.57% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 68 → 68 (0)

4% less repeat investments, than reductions

Existing positions increased: 1,224 | Existing positions reduced: 1,280

Holders
3,030
Holders Change
+51
Holders Change %
+1.71%
% of All Funds
43.76%
Holding in Top 10
68
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.98%
New
195
Increased
1,224
Reduced
1,280
Closed
102
Calls
$1.57B
Puts
$1.13B
Net Calls
+$438M
Net Calls Change
+$186M

Top Buyers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
+$1.66B
2
Vontobel Holding
Vontobel Holding
Switzerland
+$1.01B
3
Citadel Advisors
Citadel Advisors
Florida
+$451M
4
JP Morgan Chase
JP Morgan Chase
New York
+$389M
5
UBS AM
UBS AM
Illinois
+$379M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$214M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$206M
3
CWP
Capital Wealth Planning
Florida
-$189M
4
Invesco
Invesco
Georgia
-$172M
5
Bank of America
Bank of America
North Carolina
-$171M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
1076
Mattson Financial Services
Michigan
$2.64M +$2.56M +41,412 New
JIP
1077
Jaffetilchin Investment Partners
Florida
$2.63M +$31.4K +508 +1%
TF
1078
Tompkins Financial
New York
$2.63M -$1.79K -29 -0.1%
PTC
1079
Private Trust Company
Ohio
$2.63M +$170K +2,751 +7%
FMB
1080
Field & Main Bank
Kentucky
$2.63M +$18.6K +300 +0.7%
PWM
1081
Palumbo Wealth Management
New York
$2.62M +$285K +4,611 +13%
NP
1082
Nilsine Partners
Colorado
$2.62M +$229K +3,694 +10%
DCM
1083
Dudley Capital Management
Virginia
$2.61M – – –
VV
1084
Verity & Verity
South Carolina
$2.61M -$116K -1,875 -4%
CI
1085
Cigna Investments
Connecticut
$2.6M -$39.8K -643 -2%
HT
1086
Heritage Trust
Oklahoma
$2.6M -$4.08K -66 -0.2%
WorldQuant Millennium Advisors
1087
WorldQuant Millennium Advisors
New York
$2.59M -$25.2M -406,376 -91%
BHCM
1088
Brevan Howard Capital Management
Jersey
$2.59M +$2.13M +34,462 +551%
RGI
1089
River Global Investors
United Kingdom
$2.59M -$34.9K -563 -1%
CTFG
1090
Capstone Triton Financial Group
Oklahoma
$2.58M +$78.7K +1,271 +3%
AA
1091
Axiom Advisory
California
$2.58M +$2.58M +41,738 New
SIC
1092
Sterling Investment Counsel
New York
$2.58M -$55.3K -893 -2%
CCM
1093
Campbell Capital Management
Florida
$2.58M +$3.1K +50 +0.1%
WAP
1094
Wealthcare Advisory Partners
Pennsylvania
$2.57M +$112K +1,804 +5%
SIC
1095
Shoker Investment Counsel
Ohio
$2.57M +$162K +2,625 +7%
HI
1096
Harbour Investments
Wisconsin
$2.57M +$144K +2,326 +6%
ECM
1097
Evergreen Capital Management
Washington
$2.56M +$309K +4,999 +14%
TFS
1098
Thoroughbred Financial Services
Tennessee
$2.56M -$652K -10,533 -21%
WKWM
1099
Walter & Keenan Wealth Management
Indiana
$2.56M -$40.4K -653 -2%
PWG
1100
Portside Wealth Group
Utah
$2.56M -$114K -1,836 -4%
42 43
44
45 46

KO Hedge Fund Activity: Q2 2024 in Review

3,030 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola (KO) for Q2 2024, worth a combined $196B — up 5.4% from $186B a quarter earlier.

Buyers outnumbered sellers: 195 funds opened new KO positions and 102 closed out — a net gain of 93 holders — while 1,224 added to existing stakes and 1,280 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $1.66B. The largest seller was Nordea Investment Management, cutting an estimated $214M.

  • 3,030 institutional investors held Coca-Cola (KO) as of Q2 2024, up from 2,979 in Q1 2024.
  • Funds reported $196B of Coca-Cola stock for Q2 2024, up 5.4% quarter-over-quarter.
  • 195 funds opened new Coca-Cola positions in Q2 2024 and 102 closed out, a net change of +93 holders.
  • The largest Coca-Cola buyer in Q2 2024 was GQG Partners, an estimated $1.66B added.
  • The largest Coca-Cola seller in Q2 2024 was Nordea Investment Management, an estimated $214M sold.

Based on aggregated 13F filings for Q2 2024.