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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 %
LHC
1626
Little House Capital
Massachusetts
$1.13M -$79.2K -1,102 -7%
TWM
1627
Thrive Wealth Management
Pennsylvania
$1.13M -$32.1K -447 -3%
KC
1628
Kingfisher Capital
North Carolina
$1.13M +$5.46K +76 +0.5%
LMKC
1629
L.M. Kohn & Company
Ohio
$1.13M +$150K +2,087 +15%
BWM
1630
Brophy Wealth Management
New Hampshire
$1.13M +$1.13M +15,667 New
CFG
1631
Cooper Financial Group
California
$1.12M +$90.8K +1,263 +9%
PAG
1632
Powers Advisory Group
Illinois
$1.12M -$216 -3 -0%
RCWM
1633
Royal Capital Wealth Management
Indiana
$1.12M -$114K -1,581 -9%
CWM
1634
Calamos Wealth Management
Illinois
$1.12M -$38.1K -530 -3%
BO
1635
Bank OZK
Arkansas
$1.12M -$1.06M -14,800 -49%
EWA
1636
EverSource Wealth Advisors
Alabama
$1.11M +$179K +2,487 +19%
EW
1637
Evoke Wealth
California
$1.11M +$1.11M +15,338 New
HC
1638
Hendley & Co
Ohio
$1.11M – – –
KIG
1639
Kowal Investment Group
Wisconsin
$1.11M -$91.9K -1,279 -8%
OWA
1640
Opal Wealth Advisors
New York
$1.11M +$69.7K +970 +7%
SWMG
1641
Signature Wealth Management Group
Georgia
$1.11M -$16.8K -234 -1%
CD
1642
Chapin Davis
Maryland
$1.1M +$11K +153 +1%
LIM
1643
Lathrop Investment Management
Arkansas
$1.1M +$19.8K +275 +2%
FA
1644
Faithward Advisors
Pennsylvania
$1.1M -$99.2K -1,380 -8%
MSWM
1645
McGlone Suttner Wealth Management
Wisconsin
$1.09M -$63.5K -883 -5%
BIP
1646
Blueprint Investment Partners
North Carolina
$1.09M -$299K -4,167 -22%
PPC
1647
Park Place Capital
Alabama
$1.09M -$525K -7,303 -33%
PFM
1648
Premier Fund Managers
United Kingdom
$1.09M – – –
KIM
1649
Kestra Investment Management
Texas
$1.09M +$1.09M +15,105 New
GG
1650
Gleason Group
Kentucky
$1.08M +$4.31K +60 +0.4%
64 65
66
67 68