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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 %
SAF
1376
Smith Anglin Financial
Texas
$1.69M +$3.52K +49 +0.2%
KFI
1377
Key Financial Inc
Pennsylvania
$1.68M +$3.88K +54 +0.2%
CWM
1378
Chesapeake Wealth Management
Virginia
$1.68M +$107K +1,494 +7%
SSI
1379
Scott & Selber Inc
Texas
$1.68M -$6.11K -85 -0.4%
TA
1380
TCM Advisors
West Virginia
$1.68M -$1.64M – –
CAM
1381
Claret Asset Management
Quebec, Canada
$1.68M -$17.4K -242 -1%
FBFS
1382
First Business Financial Services
Wisconsin
$1.68M – – –
FCB
1383
First County Bank
Connecticut
$1.67M -$82.9K -1,153 -5%
CFFP
1384
Center for Financial Planning
Michigan
$1.67M -$66.6K -927 -4%
SWM
1385
Segment Wealth Management
Texas
$1.66M -$91.5K -1,273 -5%
EBA
1386
Eagle Bay Advisors
New York
$1.66M +$3.33K +46 +0.2%
BFC
1387
Bedel Financial Consulting
Indiana
$1.66M -$6.61K -92 -0.4%
TCPW
1388
Twin City Private Wealth
North Carolina
$1.66M -$33.9K -468 -2%
CWG
1389
Cornerstone Wealth Group
North Carolina
$1.65M +$9.85K +137 +0.6%
SB
1390
Strategic Blueprint
Georgia
$1.65M -$33.2K -462 -2%
OWA
1391
Octavia Wealth Advisors
Ohio
$1.65M +$34.5K +477 +2%
BIA
1392
Beacon Investment Advisors
Maryland
$1.65M +$3.88K +54 +0.2%
MFA
1393
Mayflower Financial Advisors
Massachusetts
$1.64M -$439K -6,105 -21%
RFA
1394
ROI Financial Advisors
Oregon
$1.63M -$45.6K -634 -3%
ESBC
1395
E.S. Barr & Co
Kentucky
$1.63M +$118K +1,638 +8%
STA
1396
Smith Thornton Advisors
Alabama
$1.63M +$15.1K +210 +0.9%
BFA
1397
Brown Financial Advisors
Ohio
$1.63M -$181K -2,523 -10%
JWM
1398
JGP Wealth Management
Oregon
$1.63M -$24K -334 -1%
CC
1399
Courier Capital
New York
$1.62M +$6.9K +96 +0.4%
GC
1400
Grimes & Company
Massachusetts
$1.61M +$81.2K +1,130 +5%
54 55
56
57 58