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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
Lord, Abbett & Co
126
Lord, Abbett & Co
New Jersey
$126M +$20.7K +317 +0%
Hudson Bay Capital Management
127
Hudson Bay Capital Management
Connecticut
$126M +$132M +2,021,699 New
CIC
128
Crawford Investment Counsel
Georgia
$124M +$1.69M +25,956 +1%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$123M -$20.5M -314,372 -14%
SEI Investments
130
SEI Investments
Pennsylvania
$122M -$8.89M -136,245 -6%
Swedbank
131
Swedbank
Sweden
$122M -$405K -6,200 -0.3%
ICP
132
Ilex Capital Partners
United Kingdom
$121M +$92.1M +1,410,845 +261%
HF
133
HRT Financial
New York
$119M +$125M +1,917,109 New
Royal London Asset Management
134
Royal London Asset Management
United Kingdom
$119M +$317K +4,862 +0.3%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$118M -$19.9M -304,191 -14%
Asset Management One
136
Asset Management One
Japan
$117M -$826K -12,655 -0.7%
Jane Street
137
Jane Street
New York
$116M +$111M +1,697,556 +979%
Creative Planning
138
Creative Planning
Kansas
$116M +$674K +10,329 +0.6%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$115M +$3.05M +46,687 +3%
Retirement Systems of Alabama
140
Retirement Systems of Alabama
Alabama
$113M +$39.6M +606,328 +50%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$112M -$17.3M -265,447 -13%
Bessemer Group
142
Bessemer Group
New Jersey
$111M -$4.8M -73,584 -4%
Mirae Asset Global Investments
143
Mirae Asset Global Investments
South Korea
$111M +$31.7M +486,231 +37%
KK
144
KLP Kapitalforvaltning
Norway
$110M +$115M +1,767,700 New
CWM
145
CIBC World Markets
New York
$109M +$47.8M +732,709 +72%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$109M +$539K +8,260 +0.5%
BAMF
147
BI Asset Management Fondsmaeglerselskab
Denmark
$108M +$7.23M +110,828 +7%
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$107M +$588K +9,015 +0.5%
PE
149
Point72 Europe
United Kingdom
$107M +$112M +1,718,689 New
TAF
150
Tredje AP-fonden
Sweden
$106M -$12.8M -195,885 -10%

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.