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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 %
AWM
1451
Avior Wealth Management
Nebraska
$1.49M +$12.9K +180 +0.9%
CFP
1452
Catalyst Financial Partners
Massachusetts
$1.49M +$41.5K +577 +3%
EFG
1453
Everhart Financial Group
Ohio
$1.49M +$239K +3,330 +19%
SXL
1454
Summit X LLC
Missouri
$1.49M -$94.3K -1,482 -6%
DF
1455
Donoghue Forlines
Massachusetts
$1.49M +$783K +10,897 +111%
CFD
1456
Creative Financial Designs
Indiana
$1.49M +$93.1K +1,295 +7%
MLA
1457
My Legacy Advisors
Oregon
$1.49M -$302K -4,209 -17%
WGAM
1458
Wilkinson Global Asset Management
New York
$1.49M – – –
WWA
1459
WCG Wealth Advisors
Nevada
$1.49M +$63.2K +879 +4%
LAIC
1460
Lederer & Associates Investment Counsel
California
$1.48M – – –
V
1461
VeraBank
Texas
$1.48M +$1.51K +21 +0.1%
BFO
1462
Biltmore Family Office
North Carolina
$1.48M +$137K +1,895 +10%
PCH
1463
PGIM Custom Harvest
New Jersey
$1.48M +$1.18M +16,459 +399%
FFA
1464
Founders Financial Alliance
North Carolina
$1.48M +$29.6K +412 +2%
EWM
1465
EPG Wealth Management
Georgia
$1.47M +$1.47M +20,514 New
KFS
1466
Kurt F. Somerville
$1.47M -$42.4K -590 -3%
WA
1467
Waddell & Associates
Tennessee
$1.47M -$1.15K -16 -0.1%
FL
1468
FreeGulliver LLC
Louisiana
$1.47M +$291K +4,043 +25%
ALAM
1469
Asahi Life Asset Management
Japan
$1.46M +$509K +7,083 +53%
DMBA
1470
Deseret Mutual Benefit Administrators
Utah
$1.46M -$111K -1,551 -7%
HA
1471
Hanover Advisors
South Carolina
$1.46M -$10.1K -140 -0.7%
BCP
1472
Berkeley Capital Partners
Georgia
$1.45M -$4.89K -68 -0.3%
VIG
1473
Vienna Insurance Group
Poland
$1.44M -$110K -1,530 -7%
HVP
1474
Hudson Value Partners
Florida
$1.44M -$57.5K -800 -4%
ST
1475
Smithfield Trust
Pennsylvania
$1.44M -$12.6K -176 -0.9%
57 58
59
60 61