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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 %
PTC
1101
Private Trust Company
Ohio
$2.8M -$167K -2,319 -6%
AFG
1102
Argent Financial Group
Louisiana
$2.79M +$2.79M +38,768 New
TFS
1103
Thoroughbred Financial Services
Tennessee
$2.78M -$115K -1,599 -4%
BTW
1104
Boston Trust Walden
Massachusetts
$2.77M -$12.9K -180 -0.5%
LIA
1105
LBMC Investment Advisors
Tennessee
$2.76M +$575 +8 +0%
NB
1106
Nicolet Bankshares
Wisconsin
$2.76M -$72.7K -1,011 -3%
NW
1107
Naviter Wealth
Arkansas
$2.75M -$284K -3,930 -9%
UAS
1108
United Asset Strategies
New York
$2.73M +$94.4K +1,314 +4%
ACM
1109
Allred Capital Management
Texas
$2.72M +$30.7K +427 +1%
IUHSA
1110
Itau Unibanco Holding S.A.
Brazil
$2.72M +$368K +5,126 +16%
EP
1111
Edgestream Partners
New Jersey
$2.71M +$1.83M +25,440 +208%
JE
1112
JMAC Enterprises
Pennsylvania
$2.7M -$372K -5,177 -12%
SW
1113
Simplicity Wealth
New Jersey
$2.69M -$8.89M -123,656 -77%
SBH
1114
Segall Bryant & Hamill
Illinois
$2.68M +$2.68M +37,339 New
ITFISA
1115
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$2.68M -$1.7M -23,671 -39%
KFP
1116
Keystone Financial Planning
Ohio
$2.68M -$9.34K -130 -0.3%
FFM
1117
Forum Financial Management
Illinois
$2.68M +$163K +2,262 +6%
MWM
1118
Mission Wealth Management
California
$2.67M +$44.8K +623 +2%
RWB
1119
RMR Wealth Builders
New Jersey
$2.67M -$27.8K -384 -1%
HIP
1120
HUB Investment Partners
Texas
$2.66M +$36.1K +503 +1%
GFA
1121
Gifford Fong Associates
California
$2.66M – – –
GL
1122
Graypoint LLC
New York
$2.65M +$132K +1,836 +5%
LFA
1123
Legacy Financial Advisors
Kentucky
$2.65M +$53K +738 +2%
EWM
1124
Empirical Wealth Management
Washington
$2.64M +$170K +2,362 +7%
FWTB
1125
First Western Trust Bank
Colorado
$2.63M -$83.3K -1,159 -3%
43 44
45
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