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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 %
FWCM
1326
Ferguson Wellman Capital Management
Oregon
$1.82M -$9.7K -135 -0.5%
CA
1327
Claro Advisors
Massachusetts
$1.81M +$24.8K +345 +1%
RFM
1328
Royal Fund Management
Florida
$1.81M -$387K -5,369 -18%
KP
1329
Keel Point
Alabama
$1.81M +$28K +390 +2%
BB
1330
Bell Bank
North Dakota
$1.81M -$277K -3,858 -13%
VIP
1331
Vista Investment Partners
Oklahoma
$1.8M +$12K +167 +0.7%
NFG
1332
Nations Financial Group
Iowa
$1.8M +$289K +4,019 +19%
WG
1333
Wealth Group
North Carolina
$1.8M -$46.4K -646 -3%
HNWAG
1334
High Net Worth Advisory Group
Florida
$1.79M – – –
SSW
1335
Smith Shellnut Wilson
Mississippi
$1.79M – – –
AIA
1336
AIMZ Investment Advisors
California
$1.79M -$46.4K -645 -3%
CCP
1337
Clough Capital Partners
Massachusetts
$1.79M -$2.03M -28,300 -53%
BOPW
1338
Brandywine Oak Private Wealth
Pennsylvania
$1.78M +$9.77K +136 +0.6%
CCWM
1339
Correct Capital Wealth Management
Missouri
$1.78M +$543K +7,550 +44%
IIC
1340
Ironwood Investment Counsel
Arizona
$1.78M -$6.32K -88 -0.4%
GWP
1341
Gen-Wealth Partners
Michigan
$1.78M -$225K -3,408 -11%
XF
1342
XML Financial
Maryland
$1.78M -$37.7K -524 -2%
SIM
1343
Stratos Investment Management
Ohio
$1.78M -$430K -5,977 -19%
Dodge & Cox
1344
Dodge & Cox
California
$1.77M – – –
HFBOT
1345
Home Federal Bank of Tennessee
Tennessee
$1.76M +$33.1K +460 +2%
PHS
1346
Pekin Hardy Strauss
Illinois
$1.76M +$287 +4 +0%
BWAM
1347
Boyd Watterson Asset Management
Ohio
$1.76M -$2.95K -41 -0.2%
NERM
1348
New England Research & Management
Illinois
$1.76M -$715K -9,950 -29%
HCM
1349
Howard Capital Management
Georgia
$1.76M +$1.76M +24,451 New
BB
1350
Burford Brothers
Texas
$1.76M -$2.01K -28 -0.1%
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