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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 %
SWM
1526
Sendero Wealth Management
Texas
$1.32M – – –
TIAAOA
1527
Teachers Insurance & Annuity Association of America
New York
$1.31M +$1.31M +18,276 New
LWL
1528
Leo Wealth LLC
Texas
$1.31M -$69.3K -965 -5%
GFA
1529
Gallagher Fiduciary Advisors
Illinois
$1.3M -$11.9K -165 -0.9%
AIA
1530
Angeles Investment Advisors
California
$1.3M -$63.3K -878 -5%
WP
1531
WealthShield Partners
North Carolina
$1.3M +$86.6K +1,201 +7%
PCA
1532
Private Capital Advisors
Connecticut
$1.29M – – –
MIC
1533
Means Investment Company
Maine
$1.29M +$5.96K +83 +0.5%
OPW
1534
Oxler Private Wealth
New York
$1.29M -$29.1K -405 -2%
HWA
1535
Heartwood Wealth Advisors
Virginia
$1.29M -$48K -668 -4%
LWAM
1536
Legacy Wealth Asset Management
Minnesota
$1.29M +$1.37K +19 +0.1%
MFP
1537
Meridian Financial Partners
Virginia
$1.29M +$18.8K +262 +1%
PP
1538
Paloma Partners
Connecticut
$1.29M +$220K +3,059 +21%
SWM
1539
Sugarloaf Wealth Management
Georgia
$1.28M -$32.1K -447 -2%
SPWM
1540
Schrum Private Wealth Management
Florida
$1.28M +$561K +7,806 +78%
C
1541
Certuity
Florida
$1.28M +$363K +5,052 +40%
MW
1542
Marcum Wealth
Ohio
$1.28M -$1.65K -23 -0.1%
SWIG
1543
Strategic Wealth Investment Group
Kentucky
$1.28M -$6.62M -92,381 -84%
CC
1544
Centiva Capital
New York
$1.27M +$80.4K +1,119 +7%
PIM
1545
Provident Investment Management
Michigan
$1.27M -$14.4K -200 -1%
CPIA
1546
Cornell Pochily Investment Advisors
New York
$1.27M +$17.5K +244 +1%
NCM
1547
Next Capital Management
New York
$1.27M -$21.6K -300 -2%
MA
1548
MONECO Advisors
Connecticut
$1.27M -$68.9K -959 -5%
RMDI
1549
R.M. Davis Inc
Maine
$1.26M +$141K +1,965 +13%
AT
1550
American Trust
Kentucky
$1.26M +$127K +1,771 +11%
60 61
62
63 64