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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
HB
1301
HTLF Bank
Colorado
$1.84M -$87.6K -1,342 -4%
EM
1302
Excalibur Management
Massachusetts
$1.83M +$10.5K +161 +0.6%
FCP
1303
Fidelis Capital Partners
Florida
$1.83M -$232K -3,549 -11%
HWMO
1304
Heritage Wealth Management (Ohio)
Ohio
$1.83M -$19.4K -297 -1%
FGC
1305
Financial Gravity Companies
Texas
$1.83M +$67.9K +1,040 +4%
TF
1306
Tompkins Financial
New York
$1.83M +$29.6K +454 +2%
LA
1307
LVW Advisors
New York
$1.82M -$95.6K -1,464 -5%
IB
1308
Intrust Bank
Kansas
$1.81M +$71.2K +1,090 +4%
SWM
1309
Silverlake Wealth Management
Vermont
$1.81M -$90.5K -1,387 -5%
DL
1310
DOHJ LLC
Washington
$1.81M -$35.5K -544 -2%
WT
1311
Washington Trust
Rhode Island
$1.81M -$85.1K -1,303 -4%
SCM
1312
Schnieders Capital Management
California
$1.81M -$395K -6,050 -17%
CCIA
1313
Campbell & Co Investment Adviser
Maryland
$1.8M +$1.88M +28,876 New
LRPA
1314
L. Roy Papp & Associates
Arizona
$1.79M +$1.89K +29 +0.1%
LF
1315
Lee Financial
Texas
$1.79M -$42.9K -657 -2%
FAIM
1316
Financial Advocates Investment Management
Washington
$1.79M +$101K +1,551 +6%
SWM
1317
SeaCrest Wealth Management
New York
$1.79M -$24.8K -380 -1%
BP
1318
BBR Partners
New York
$1.79M +$214K +3,282 +13%
VAS
1319
Valicenti Advisory Services
New York
$1.79M -$55.2K -846 -3%
SSA
1320
Schonfeld Strategic Advisors
New York
$1.78M -$1.2M -18,441 -39%
NSAM
1321
North Star Asset Management
Wisconsin
$1.78M -$326 -5 -0%
CT
1322
Chicago Trust
Illinois
$1.78M -$154K -2,365 -8%
MSFP
1323
Mark Sheptoff Financial Planning
Connecticut
$1.78M +$392 +6 +0%
LCM
1324
LVM Capital Management
Michigan
$1.77M -$6.4K -98 -0.3%
PL
1325
Perpetual Ltd
Australia
$1.77M

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.