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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
LSA
1276
Lion Street Advisors
Texas
$1.76M – – –
NSAM
1277
North Star Asset Management
Wisconsin
$1.76M -$14K -233 -0.8%
FSA
1278
Financial Sense Advisors
California
$1.75M +$576K +9,583 +50%
MM
1279
Meridian Management
Arkansas
$1.75M -$2.16K -36 -0.1%
DSCM
1280
Del-Sette Capital Management
New York
$1.75M +$1.72M +28,579 New
BHC
1281
Bowen Hanes & Co
Florida
$1.75M – – –
SIM
1282
Stratos Investment Management
Ohio
$1.75M -$151K -2,511 -8%
EWM
1283
Empirical Wealth Management
Washington
$1.75M +$205K +3,413 +14%
GSC
1284
Grey Street Capital
Illinois
$1.75M +$1.7M +28,303 New
PL
1285
Perpetual Ltd
Australia
$1.74M -$960K -15,984 -36%
IFG
1286
Independent Financial Group
California
$1.74M +$151K +2,520 +10%
FWCM
1287
Ferguson Wellman Capital Management
Oregon
$1.74M +$15.4K +256 +0.9%
BCM
1288
Boltwood Capital Management
California
$1.74M -$23.7K -395 -1%
WBC
1289
West Branch Capital
Massachusetts
$1.74M +$152K +2,523 +10%
GWP
1290
Gen-Wealth Partners
Michigan
$1.73M +$1.7M +28,250 New
NL
1291
NWAM LLC
Washington
$1.73M +$3.84K +64 +0.2%
DL
1292
DOHJ LLC
Washington
$1.73M +$61.6K +1,026 +4%
FBT
1293
First Bank & Trust
South Dakota
$1.71M +$278K +4,631 +20%
Koshinski Asset Management
1294
Koshinski Asset Management
Illinois
$1.71M +$74.6K +1,242 +5%
IB
1295
Intrust Bank
Kansas
$1.71M +$50.6K +843 +3%
LWL
1296
Leo Wealth LLC
Texas
$1.7M +$41.1K +684 +3%
AWM
1297
Avitas Wealth Management
California
$1.7M +$5.35K +89 +0.3%
WCM
1298
Whitener Capital Management
North Carolina
$1.7M +$20.8K +346 +1%
HI
1299
Hudock Inc
Pennsylvania
$1.69M +$701K +11,674 +73%
EGA
1300
Eagle Global Advisors
Texas
$1.69M – – –
50 51
52
53 54

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.