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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
NAS
1151
NWF Advisory Services
California
$2.23M -$115K -1,922 -5%
UAS
1152
United Asset Strategies
New York
$2.23M +$162K +2,690 +8%
LSA
1153
Leonteq Securities AG
Switzerland
$2.22M +$271K +4,508 +14%
KA
1154
Kovack Advisors
Florida
$2.22M +$74.5K +1,240 +4%
III
1155
Independent Investors Inc
New York
$2.22M – – –
IAMOG
1156
Investors Asset Management of Georgia
Georgia
$2.21M +$40.5K +675 +2%
NIM
1157
Northeast Investment Management
Massachusetts
$2.21M -$174K -2,897 -7%
FFM
1158
Forum Financial Management
Illinois
$2.19M -$3.6K -60 -0.2%
LI
1159
LRI Investments
Florida
$2.19M +$2.15M +35,800 New
MFS
1160
Mirabella Financial Services
United Kingdom
$2.19M +$371K +6,170 +21%
LFA
1161
Legacy Financial Advisors
Kentucky
$2.19M +$76K +1,266 +4%
AUB
1162
Atlantic Union Bankshares
Virginia
$2.18M -$541 -9 -0%
BJL
1163
Brighton Jones LLC
Washington
$2.17M +$124K +2,068 +6%
WPC
1164
Wedmont Private Capital
Pennsylvania
$2.17M +$113K +1,886 +5%
NG
1165
Northstar Group
New York
$2.16M -$21.6K -359 -1%
ECM
1166
Evergreen Capital Management
Washington
$2.16M +$16.5K +275 +0.8%
MC
1167
Mathes Company
New York
$2.16M +$7.51K +125 +0.4%
BFA
1168
Bragg Financial Advisors
North Carolina
$2.15M -$38.1K -634 -2%
BBA
1169
Baader Bank Aktiengesellschaft
Germany
$2.15M -$91.7K -1,526 -4%
BW
1170
BIP Wealth
Georgia
$2.14M +$35.5K +591 +2%
AMG
1171
Advisors Management Group
Wisconsin
$2.14M -$40.2K -669 -2%
NCM
1172
Nelson Capital Management
California
$2.13M +$325K +5,407 +18%
WIC
1173
Wilkins Investment Counsel
Massachusetts
$2.12M +$1.5M +24,968 +258%
SCM
1174
Schnieders Capital Management
California
$2.11M -$18K -300 -0.9%
PFA
1175
Pathway Financial Advisers
Indiana
$2.11M -$54.2K -903 -3%
45 46
47
48 49

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.