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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 %
BWP
1701
Barlow Wealth Partners
Kentucky
$1M – – –
BEC
1702
Blue Edge Capital
Virginia
$1M – – –
GC
1703
Gilbert & Cook
Iowa
$1M +$6.9K +96 +0.7%
AI
1704
Accredited Investors
Minnesota
$998K +$287K +3,987 +40%
MPAM
1705
Murphy Pohlad Asset Management
Minnesota
$997K -$13K -181 -1%
CAM
1706
Carret Asset Management
New York
$996K +$4.02K +56 +0.4%
WAM
1707
Weinberger Asset Management
California
$994K -$4.89K -68 -0.5%
UWPG
1708
Ullmann Wealth Partners Group
Florida
$992K +$425K +5,908 +75%
CBT
1709
CoreFirst Bank & Trust
Kansas
$990K – – –
IPW
1710
Invictus Private Wealth
Colorado
$990K -$46.7K -650 -5%
CFS
1711
CRA Financial Services
New Jersey
$990K -$3.67K -51 -0.4%
IFU
1712
iSAM Funds (UK)
United Kingdom
$988K +$988K +13,750 New
CAM
1713
Cidel Asset Management
Ontario, Canada
$988K – – –
HL
1714
HeadInvest LLC
Maine
$988K -$20.5K -285 -2%
DA
1715
Doliver Advisors
Texas
$988K -$233K -3,241 -19%
YIA
1716
YHB Investment Advisors
Connecticut
$987K -$31.6K -440 -3%
AWM
1717
Angeles Wealth Management
California
$986K +$40.2K +560 +4%
ADBIC
1718
A.D. Beadell Investment Counsel
Wisconsin
$985K -$118K -1,649 -11%
AOWM
1719
Alpha Omega Wealth Management
Virginia
$983K -$12.4K -172 -1%
WFI
1720
West Family Investments
California
$983K +$71.9K +1,001 +8%
LA
1721
Lifeworks Advisors
Michigan
$979K +$42.8K +596 +5%
LSA
1722
Lion Street Advisors
Texas
$979K -$1.17M -16,304 -54%
NAM
1723
NorthCrest Asset Manangement
Minnesota
$978K +$122K +1,698 +14%
HP
1724
Hilltop Partners
Indiana
$977K -$54K -751 -5%
FFC
1725
First Financial Corp
Indiana
$976K -$28.7K -400 -3%
67 68
69
70 71