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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
ANBT
1626
American National Bank & Trust
Texas
$1.11M -$75.4K -1,155 -6%
AA
1627
Aire Advisors
California
$1.11M +$76K +1,164 +7%
OPW
1628
Oxler Private Wealth
New York
$1.11M -$6.92K -106 -0.6%
EA
1629
Emerald Advisors
Washington
$1.11M +$53.7K +822 +5%
VIG
1630
Vienna Insurance Group
Poland
$1.1M -$155K -2,380 -12%
PIM
1631
Provident Investment Management
Michigan
$1.1M
MA
1632
MONECO Advisors
Connecticut
$1.1M +$3.65K +56 +0.3%
CD
1633
Chapin Davis
Maryland
$1.1M
MCM
1634
Marathon Capital Management
Maryland
$1.1M +$13.1K +200 +1%
WQ
1635
Wealth Quarterback
New Jersey
$1.1M -$134K -2,056 -10%
NCM
1636
Next Capital Management
New York
$1.1M +$1.31K +20 +0.1%
SDAM
1637
Shulman DeMeo Asset Management
New York
$1.1M -$109K -1,668 -9%
CNBT
1638
Cornerstone National Bank & Trust
Illinois
$1.09M +$34.9K +534 +3%
CPIA
1639
Cornell Pochily Investment Advisors
New York
$1.09M -$4.96K -76 -0.4%
ST
1640
Spinnaker Trust
Maine
$1.09M +$8.49K +130 +0.7%
MAG
1641
Mayfair Advisory Group
Alabama
$1.09M +$7.31K +112 +0.6%
MWA
1642
MN Wealth Advisors
Kansas
$1.09M +$518K +7,939 +83%
HCP
1643
Hexagon Capital Partners
Arkansas
$1.09M +$39.8K +609 +4%
CWS
1644
Confluence Wealth Services
Pennsylvania
$1.09M -$77.7K -1,190 -6%
CPA
1645
Court Place Advisors
Maryland
$1.09M -$82K -1,256 -7%
JIC
1646
Joel Isaacson & Co
New York
$1.08M +$4.76K +73 +0.4%
GAG
1647
GM Advisory Group
New York
$1.08M +$41.6K +638 +4%
Optiver Holding
1648
Optiver Holding
Netherlands
$1.08M +$650K +9,963 +135%
BMO
1649
Beck Mack & Oliver
New York
$1.08M
CWM
1650
Cordatus Wealth Management
Pennsylvania
$1.08M +$63.3K +970 +6%

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.