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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
IFG
1226
Independent Financial Group
California
$1.96M +$142K +2,289 +8%
ACMA
1227
Arbor Capital Management (Alaska)
Alaska
$1.95M -$85.8K -1,386 -4%
SIM
1228
Stratos Investment Management
Ohio
$1.95M +$133K +2,150 +8%
RFM
1229
Royal Fund Management
Florida
$1.95M -$126K -2,040 -6%
BCMO
1230
Buckingham Capital Management (Ohio)
Ohio
$1.94M +$90.3K +1,458 +5%
CPC
1231
Consolidated Planning Corp
Georgia
$1.93M -$112K -1,802 -6%
CTC
1232
Cetera Trust Company
Minnesota
$1.93M -$179K -2,884 -9%
GWP
1233
Gen-Wealth Partners
Michigan
$1.93M +$132K +2,129 +8%
CBTWT
1234
Community Bank & Trust (Waco, Texas)
Texas
$1.93M +$6.75K +109 +0.4%
HWMO
1235
Heritage Wealth Management (Ohio)
Ohio
$1.93M +$1.87M +30,289 New
BO
1236
Bank OZK
Arkansas
$1.93M +$67.8K +1,096 +4%
AO
1237
Advisor OS
Illinois
$1.93M +$231K +3,735 +14%
VC
1238
Veracity Capital
Georgia
$1.93M -$95.6K -1,545 -5%
DI
1239
Diligent Investors
California
$1.92M +$248 +4 +0%
EM
1240
Excalibur Management
Massachusetts
$1.91M +$6.5K +105 +0.4%
LRPA
1241
L. Roy Papp & Associates
Arizona
$1.91M +$990 +16 +0.1%
KFBMI
1242
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.91M – – –
CT
1243
Chicago Trust
Illinois
$1.91M -$82.4K -1,331 -4%
XSC
1244
X-Square Capital
Puerto Rico
$1.91M +$5.38K +87 +0.3%
LSA
1245
Lion Street Advisors
Texas
$1.9M +$186 +3 +0%
NG
1246
Norden Group
Utah
$1.9M +$57.4K +928 +3%
VAS
1247
Valicenti Advisory Services
New York
$1.89M +$4.27K +69 +0.2%
BE
1248
Bonness Enterprises
District of Columbia
$1.88M – – –
APWA
1249
Atlas Private Wealth Advisors
New Jersey
$1.88M +$842K +13,602 +85%
RWP
1250
Ridgecrest Wealth Partners
California
$1.88M -$15.5K -250 -0.8%
48 49
50
51 52

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.