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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
AA
1201
Ancora Advisors
Ohio
$2.21M +$26.8K +411 +1%
SC
1202
Syon Capital
California
$2.21M -$657K -10,058 -22%
PTC
1203
Private Trust Company
Ohio
$2.2M -$235K -3,598 -9%
BIG
1204
Brooklyn Investment Group
New York
$2.2M -$43.1K -661 -2%
WSCM
1205
Wellington Shields Capital Management
New York
$2.2M -$1.17M -17,849 -34%
NG
1206
Northstar Group
New York
$2.2M +$15.3K +235 +0.7%
FMC
1207
First Merchants Corp
Indiana
$2.19M +$236K +3,610 +11%
CF
1208
Centaurus Financial
California
$2.18M +$483K +7,394 +27%
NCM
1209
Nelson Capital Management
California
$2.17M -$48K -735 -2%
BFA
1210
Bragg Financial Advisors
North Carolina
$2.17M -$58.2K -891 -2%
SAM
1211
Secure Asset Management
Michigan
$2.17M +$349K +5,343 +18%
BAM
1212
Belpointe Asset Management
Nevada
$2.17M -$93.3K -1,430 -5%
CPC
1213
Consolidated Planning Corp
Georgia
$2.17M +$260K +3,985 +13%
MWM
1214
Massachusetts Wealth Management
Massachusetts
$2.16M +$8.16K +125 +0.4%
OPCM
1215
Osborne Partners Capital Management
California
$2.16M -$21.2K -325 -0.9%
AMG
1216
Advisors Management Group
Wisconsin
$2.16M -$32.2K -493 -1%
PCG
1217
PFC Capital Group
California
$2.16M
KCM
1218
Kerusso Capital Management
North Carolina
$2.16M +$5.03K +77 +0.2%
NIM
1219
Northeast Investment Management
Massachusetts
$2.15M -$2.61K -40 -0.1%
PI
1220
PGGM Investments
Netherlands
$2.15M -$4.86M -74,451 -68%
IFG
1221
Independent Financial Group
California
$2.15M +$82.9K +1,270 +4%
CIA
1222
Cohen Investment Advisors
New Hampshire
$2.15M +$58.3K +893 +3%
RCG
1223
Regatta Capital Group
California
$2.15M -$105K -1,611 -4%
PFA
1224
Pathway Financial Advisers
Indiana
$2.14M -$160M -2,444,041 -99%
MWM
1225
Modern Wealth Management
Kansas
$2.14M +$248K +3,795 +12%

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.