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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 %
KFGK
1226
Keystone Financial Group (Kentucky)
Kentucky
$2.17M +$84.1K +1,170 +4%
CMI
1227
Clare Market Investments
Texas
$2.17M -$44.1K -613 -2%
DI
1228
Diligent Investors
California
$2.16M -$6.9K -96 -0.3%
DWT
1229
Dorsey & Whitney Trust
South Dakota
$2.16M +$367K +5,109 +21%
APG
1230
Abacus Planning Group
South Carolina
$2.15M -$376K -5,227 -15%
SIA
1231
Schechter Investment Advisors
Michigan
$2.14M +$24.4K +340 +1%
HWMO
1232
Heritage Wealth Management (Ohio)
Ohio
$2.13M -$43.1K -600 -2%
BE
1233
Bonness Enterprises
District of Columbia
$2.13M – – –
RWP
1234
Ridgecrest Wealth Partners
California
$2.13M +$3.81K +53 +0.2%
VAS
1235
Valicenti Advisory Services
New York
$2.13M -$10.8K -150 -0.5%
LF
1236
Lee Financial
Texas
$2.12M +$199K +2,768 +10%
AC
1237
Avestar Capital
New York
$2.12M +$72.3K +1,006 +4%
SAM
1238
Secure Asset Management
Michigan
$2.12M +$210K +2,928 +11%
ACMA
1239
Arbor Capital Management (Alaska)
Alaska
$2.12M -$98.4K -1,369 -4%
BWP
1240
BSW Wealth Partners
Colorado
$2.11M +$6.4K +89 +0.3%
CTC
1241
Cetera Trust Company
Minnesota
$2.11M -$71.5K -995 -3%
AGP
1242
Autumn Glory Partners
Texas
$2.11M +$680K +9,434 +48%
APWA
1243
Atlas Private Wealth Advisors
New Jersey
$2.11M -$15.5K -215 -0.7%
DL
1244
DOHJ LLC
Washington
$2.1M +$50.3K +708 +2%
EM
1245
Excalibur Management
Massachusetts
$2.1M -$57.6K -801 -3%
SWM
1246
SeaCrest Wealth Management
New York
$2.09M +$27.8K +387 +1%
TF
1247
Tompkins Financial
New York
$2.07M -$894K -12,434 -30%
LRPA
1248
L. Roy Papp & Associates
Arizona
$2.07M -$88.7K -1,235 -4%
NSAM
1249
North Star Asset Management
Wisconsin
$2.06M -$8.98K -125 -0.4%
RCM
1250
Raleigh Capital Management
North Carolina
$2.05M -$41.7K -580 -2%
48 49
50
51 52